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BSCL

Invesco BulletShares 2021 Corporate Bond ETF
BSCL

Delisted

BSCL was delisted on the 15th of December, 2021.

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264 hedge funds and large institutions have $1.06B invested in Invesco BulletShares 2021 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 136 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

162% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

17% more funds holding

Funds holding: 226 → 264 (+38)

8% more capital invested

Capital invested by funds: $986M → $1.06B (+$75.6M)

Holders
264
Holders Change
+38
Holders Change %
+16.81%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.55%
New
52
Increased
136
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TLWM Financial
Texas
+$9.65M
2
Morgan Stanley
Morgan Stanley
New York
+$8.48M
3
VNA
Valley National Advisers
Pennsylvania
+$7.95M
4
BCM
Brookstone Capital Management
Illinois
+$6.38M
5
RJA
Raymond James & Associates
Florida
+$5.51M

Top Sellers

Rank Fund Capital Flow
1
SF
Synovus Financial
Georgia
-$21M
2
CAM
Cresset Asset Management
Illinois
-$18.9M
3
Bank of America
Bank of America
North Carolina
-$9.06M
4
AP
Advisors Preferred
Maryland
-$6.94M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
126
Asset Management Corp
Illinois
$919K +$920K +43,277 New
FFIC
127
First Fiduciary Investment Counsel
Ohio
$915K -$67K -3,150 -7%
IAA
128
Independent Advisor Alliance
North Carolina
$903K +$904K +42,505 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$889K +$7.21K +339 +0.8%
TW
130
TrinityPoint Wealth
Connecticut
$885K +$213 +10 +0%
IWP
131
Insight Wealth Partners
Texas
$884K +$885K +41,633 New
PFS
132
Prospera Financial Services
Texas
$880K +$331K +15,565 +60%
CWM
133
Cabot Wealth Management
Massachusetts
$879K +$26K +1,224 +3%
AWM
134
AE Wealth Management
Kansas
$876K +$149K +6,990 +20%
LPT
135
Legacy Private Trust
Wisconsin
$866K +$309K +14,535 +55%
SC
136
Slow Capital
California
$865K +$866K +40,717 New
TA
137
TCG Advisors
Texas
$844K -$103K -4,849 -11%
DC
138
Derby & Company
Massachusetts
$842K +$843K +39,638 New
Truist Financial
139
Truist Financial
North Carolina
$841K +$842K +39,589 New
SBSB
140
Sullivan, Bruyette, Speros & Blaney
Virginia
$811K +$11.8K +555 +1%
QCM
141
Quest Capital Management
Texas
$804K – – –
LWANC
142
Laurel Wealth Advisors (North Carolina)
North Carolina
$776K +$29.8K +1,400 +4%
ACM
143
AlphaStar Capital Management
North Carolina
$775K +$39.9K +1,877 +5%
AWM
144
Aevitas Wealth Management
Massachusetts
$762K +$3.7K +174 +0.5%
ECM
145
Exchange Capital Management
Michigan
$757K +$89K +4,189 +13%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$754K -$1.19M -55,969 -61%
IA
147
IFG Advisory
Georgia
$754K +$34K +1,600 +5%
DP
148
Denver PWM
Colorado
$737K +$50.9K +2,395 +7%
DBRC
149
D.B. Root & Company
Pennsylvania
$737K +$244K +11,484 +49%
CFMC
150
Curbstone Financial Management Corp
New Hampshire
$701K +$41.9K +1,970 +6%
4 5
6
7 8

BSCL Hedge Fund Activity: Q4 2019 in Review

264 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q4 2019, worth a combined $1.06B — up 7.7% from $986M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BSCL positions and 11 closed out — a net gain of 41 holders — while 136 added to existing stakes and 52 trimmed.

The largest buyer was TLWM Financial, opening a new position worth an estimated $9.65M. The largest seller was Synovus Financial, cutting an estimated $21M.

  • 264 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q4 2019, up from 226 in Q3 2019.
  • Funds reported $1.06B of Invesco BulletShares 2021 Corporate Bond ETF stock for Q4 2019, up 7.7% quarter-over-quarter.
  • 52 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q4 2019 and 11 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q4 2019 was TLWM Financial, an estimated $9.65M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q4 2019 was Synovus Financial, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2019.