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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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51 hedge funds and large institutions have $132M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

24% more funds holding

Funds holding: 41 → 51 (+10)

22% more capital invested

Capital invested by funds: $109M → $132M (+$23.9M)

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
14
Increased
23
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$11.8M
2
GAG
GM Advisory Group
New York
+$8M
3
Wells Fargo
Wells Fargo
California
+$6.96M
4
LPL Financial
LPL Financial
California
+$2.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.32M
2
UCFA
United Capital Financial Advisors
Texas
-$8.1M
3
BCM
Bluefin Capital Management
New York
-$2.65M
4
UBS Group
UBS Group
Switzerland
-$674K
5
NC
NewSquare Capital
Pennsylvania
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$21.5M +$1.21M +58,121 +6%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M -$359K -17,296 -3%
AWM
3
Affinity Wealth Management
Delaware
$11.6M +$11.8M +567,423 New
Wells Fargo
4
Wells Fargo
California
$10M +$6.96M +335,716 +221%
Bank of America
5
Bank of America
North Carolina
$9.25M +$441K +21,283 +5%
GAG
6
GM Advisory Group
New York
$7.92M +$8M +385,840 New
HighTower Advisors
7
HighTower Advisors
Illinois
$4.47M +$1.11M +53,711 +33%
NC
8
NewSquare Capital
Pennsylvania
$4.38M -$414K -19,975 -9%
LPL Financial
9
LPL Financial
California
$4.35M +$2.31M +111,377 +111%
RBCM
10
Raub Brock Capital Management
California
$3.21M -$122K -5,860 -4%
UCFA
11
United Capital Financial Advisors
Texas
$3.16M -$8.1M -390,649 -72%
UBS Group
12
UBS Group
Switzerland
$3.14M -$674K -32,489 -18%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$3.1M +$3.13M +150,887 New
CIM
14
Confluence Investment Management
Missouri
$3.02M +$148K +7,119 +5%
ADL
15
Asset Dedication LLC
California
$2.53M +$2.56M +123,326 New
1IA
16
1834 Investment Advisors
Wisconsin
$2.5M +$735K +35,426 +41%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.42M +$1.47M +70,660 +150%
CPC
18
Cookson Peirce & Co
Pennsylvania
$2.38M +$249K +12,005 +12%
Jane Street
19
Jane Street
New York
$1.86M -$98.5K -4,747 -5%
CIC
20
Carnegie Investment Counsel
Ohio
$1.54M +$545K +26,280 +54%
IAS
21
IMA Advisory Services
Colorado
$1.49M +$459K +22,129 +42%
OLA
22
Oliver Luxxe Assets
New Jersey
$1.44M +$1.45M +70,062 New
EWM
23
Empirical Wealth Management
Washington
$1.42M -$103K -4,984 -7%
VCM
24
Vigilant Capital Management
Maine
$1.41M +$181K +8,725 +15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.1M +$270K +13,015 +32%
1
2 3

BSCL Hedge Fund Activity: Q4 2015 in Review

51 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q4 2015, worth a combined $132M — up 22% from $109M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCL positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $8.32M.

  • 51 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q4 2015, up from 41 in Q3 2015.
  • Funds reported $132M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q4 2015, up 22% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q4 2015 and 4 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q4 2015 was Affinity Wealth Management, an estimated $11.8M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q4 2015 was Envestnet Asset Management, an estimated $8.32M sold.

Based on aggregated 13F filings for Q4 2015.