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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$276K -$616 -29 -0.2%
CDIA
202
Capital Directions Investment Advisors
Georgia
$271K +$272K +12,779 New
SWM
203
Segment Wealth Management
Texas
$263K -$36.6K -1,720 -12%
NFG
204
Next Financial Group
Texas
$259K +$22.6K +1,064 +10%
BRWA
205
B. Riley Wealth Advisors
Florida
$252K +$276 +13 +0.1%
MPW
206
Monterey Private Wealth
California
$247K +$247K +11,621 New
TT
207
TI-Trust
Illinois
$238K +$238K +11,208 New
3AM
208
3D Asset Management
Connecticut
$236K -$17.7K -831 -7%
NRI
209
NFP Retirement Inc
California
$233K +$234K +10,988 New
FA
210
FC Advisory
Pennsylvania
$226K +$15.9K +748 +8%
RFWA
211
RPg Family Wealth Advisory
Massachusetts
$223K +$9.99K +470 +5%
HAS
212
HBW Advisory Services
California
$220K +$220K +10,339 New
PIA
213
Perennial Investment Advisors
California
$218K +$218K +10,262 New
FFW
214
Fusion Family Wealth
New York
$217K – – –
AC
215
Alexandria Capital
Virginia
$216K – – –
SFA
216
Sequoia Financial Advisors
Ohio
$212K +$212K +9,960 New
BAM
217
Belpointe Asset Management
Nevada
$202K +$202K +9,508 New
SWP
218
Summit Wealth Partners
Florida
$200K +$200K +9,427 New
VCM
219
Vigilant Capital Management
Maine
$192K -$2.98K -140 -2%
IA
220
IFP Advisors
Florida
$177K -$328K -15,420 -65%
Deutsche Bank
221
Deutsche Bank
Germany
$166K +$37.5K +1,764 +29%
ASN
222
Advisory Services Network
Georgia
$150K -$340 -16 -0.2%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$132K +$35.1K +1,651 +36%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$119K – – –
CI
225
CX Institutional
Indiana
$102K – – –
7 8
9
10 11

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.