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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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270 hedge funds and large institutions have $1.1B invested in Invesco BulletShares 2021 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 28 → 35 (+7)

22% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 90

2% more funds holding

Funds holding: 264 → 270 (+6)

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$41M)

Holders
270
Holders Change
+6
Holders Change %
+2.27%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.77%
New
32
Increased
110
Reduced
90
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$36.9M
2
ACA
Aptus Capital Advisors
Alabama
+$30.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
4
HCM
Hengehold Capital Management
Ohio
+$7.7M
5
OFG
Omega Financial Group
California
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
LWA
Lenox Wealth Advisors
New York
-$27.1M
2
CIM
Confluence Investment Management
Missouri
-$9.54M
3
VNA
Valley National Advisers
Pennsylvania
-$7.96M
4
Ameriprise
Ameriprise
Minnesota
-$3.94M
5
EB
Eastern Bank
Massachusetts
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
201
BDO Wealth Advisors
Florida
$248K -$44.3K -2,100 -15%
EWA
202
EP Wealth Advisors
California
$245K -$28.7K -1,360 -10%
SWM
203
Sculati Wealth Management
Michigan
$234K +$235K +11,137 New
WA
204
WESPAC Advisors
California
$233K -$54.1K -2,567 -19%
BAM
205
Belpointe Asset Management
Nevada
$231K +$32K +1,520 +16%
MHS
206
M Holdings Securities
Oregon
$231K +$232K +11,016 New
NRI
207
NFP Retirement Inc
California
$230K +$42 +2 +0%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$228K +$7.71K +366 +3%
FA
209
FC Advisory
Pennsylvania
$224K +$822 +39 +0.4%
KP
210
Keel Point
Alabama
$221K -$89.4K -4,241 -29%
FFW
211
Fusion Family Wealth
New York
$215K – – –
PIA
212
Perennial Investment Advisors
California
$215K – – –
AC
213
Alexandria Capital
Virginia
$213K – – –
VCM
214
Vigilant Capital Management
Maine
$207K +$17.2K +815 +9%
SFA
215
Souders Financial Advisors
Ohio
$202K +$203K +9,638 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$173K +$43.5K +2,063 +33%
IA
217
IFP Advisors
Florida
$172K -$906 -43 -0.5%
WQ
218
Wealth Quarterback
New Jersey
$170K -$2.12M -100,637 -94%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$142K +$25.3K +1,200 +22%
GSWM
220
Golden State Wealth Management
California
$139K +$139K +6,617 New
ASN
221
Advisory Services Network
Georgia
$108K -$39.4K -1,870 -27%
CI
222
CX Institutional
Indiana
$100K – – –
BC
223
Barnett & Company
Tennessee
$93K +$44.2K +2,095 +89%
FWP
224
FAS Wealth Partners
Kansas
$84K +$569 +27 +0.7%
AIP
225
Ameritas Investment Partners
Nebraska
$80K -$5.4K -256 -6%
7 8
9
10 11

BSCL Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2020, worth a combined $1.1B — up 3.9% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCL positions and 23 closed out — a net gain of 9 holders — while 110 added to existing stakes and 90 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $36.9M. The largest seller was Lenox Wealth Advisors, cutting an estimated $27.1M.

  • 270 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2020, up from 264 in Q4 2019.
  • Funds reported $1.1B of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2020 and 23 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2020 was Signature Estate & Investment Advisors, an estimated $36.9M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2020 was Lenox Wealth Advisors, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2020.