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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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172 hedge funds and large institutions have $613M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 32

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $529M → $613M (+$83.9M)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more funds holding

Funds holding: 162 → 172 (+10)

Holders
172
Holders Change
+10
Holders Change %
+6.17%
% of All Funds
3.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
25
Increased
83
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$33M
2
SFG
SNS Financial Group
Minnesota
+$9.42M
3
CIM
Confluence Investment Management
Missouri
+$7.46M
4
Morgan Stanley
Morgan Stanley
New York
+$6.27M
5
BCM
Brookstone Capital Management
Illinois
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
GAG
GM Advisory Group
New York
-$8.67M
2
PTCG
Pring Turner Capital Group
California
-$3.23M
3
CWM
CMH Wealth Management
New Hampshire
-$2.71M
4
RFWA
RPg Family Wealth Advisory
Massachusetts
-$2.52M
5
DC
Davenport & Co
Virginia
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
151
Community Bank
New York
$38K – – –
ST
152
Smithfield Trust
Pennsylvania
$35K – – –
APA
153
American Portfolios Advisors
New York
$31.2K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$31K +$31.1K +1,500 New
VFA
155
Valeo Financial Advisors
Indiana
$24K +$21.6K +1,039 +799%
MWPCG
156
Measured Wealth Private Client Group
New Hampshire
$24K +$24.9K +1,200 New
AssetMark Inc
157
AssetMark Inc
California
$21K -$4.4K -212 -17%
FHA
158
Flagship Harbor Advisors
Massachusetts
$21K – – –
RCAG
159
Rehmann Capital Advisory Group
Michigan
$20.1K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16.5K +795 New
FGAM
161
Financial Gravity Asset Management
Texas
$13K -$6.87K -331 -34%
GTAM
162
Global Trust Asset Management
Florida
$13K – – –
ASN
163
Advisory Services Network
Georgia
$10K – – –
WPW
164
Winthrop Partners - WNY
New York
$9.75K – – –
PA
165
Parallel Advisors
California
$7K – – –
BWM
166
BerganKDV Wealth Management
Minnesota
$6K – – –
LNB
167
Ledyard National Bank
$6K – – –
Deutsche Bank
168
Deutsche Bank
Germany
$6K +$6.12K +295 New
MA
169
MCF Advisors
Kentucky
$2K +$21 +1 +1%
SIS
170
Sound Income Strategies
Florida
$1K – – –
SJIM
171
St. Johns Investment Management
Florida
$1K – – –
GAG
172
GM Advisory Group
New York
– -$8.67M -417,605 Closed
PTCG
173
Pring Turner Capital Group
California
– -$3.23M -155,835 Closed
PCP
174
Proficio Capital Partners
Massachusetts
– -$809K -39,000 Closed
FIM
175
Freedom Investment Management
Connecticut
– -$667K -32,168 Closed
4 5 6
7
8

BSCL Hedge Fund Activity: Q3 2018 in Review

172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q3 2018, worth a combined $613M — up 16% from $529M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSCL positions and 14 closed out — a net gain of 11 holders — while 83 added to existing stakes and 32 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $33M. The largest seller was GM Advisory Group, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q3 2018, up from 162 in Q2 2018.
  • Funds reported $613M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q3 2018, up 16% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q3 2018 and 14 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q3 2018 was Wilbanks Smith & Thomas Asset Management, an estimated $33M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q3 2018 was GM Advisory Group, an estimated $8.67M sold.

Based on aggregated 13F filings for Q3 2018.