We are live on ! Find out more
BSCL

Invesco BulletShares 2021 Corporate Bond ETF

Delisted

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

144 hedge funds and large institutions have $472M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 29

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding

Funds holding: 132144 (+12)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more capital invested

Capital invested by funds: $463M → $472M (+$9.14M)

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
27
Increased
77
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$40.6M +$2.07M +97,291 +5%
Morgan Stanley
2
Morgan Stanley
New York
$32.3M +$796K +37,425 +3%
PV
3
Private Vista
Illinois
$32.3M -$1.26M -59,120 -4%
MFWM
4
Motley Fool Wealth Management
Virginia
$28.2M +$2M +93,870 +8%
Bank of America
5
Bank of America
North Carolina
$21.3M +$1.09M +51,412 +5%
Ameriprise
6
Ameriprise
Minnesota
$21.3M +$1.38M +65,146 +7%
SF
7
Synovus Financial
Georgia
$20.7M +$2.67M +125,465 +15%
EA
8
Evanston Advisors
Illinois
$19.2M +$36.7K +1,726 +0.2%
VNA
9
Valley National Advisers
Pennsylvania
$14.9M +$603K +28,362 +4%
DC
10
Davenport & Co
Virginia
$14M +$1.12M +52,720 +9%
EB
11
Eastern Bank
Massachusetts
$12.7M +$980K +46,092 +8%
GAG
12
GM Advisory Group
New York
$9.79M +$11.6K +545 +0.1%
UBS Group
13
UBS Group
Switzerland
$9.11M -$42.3K -1,992 -0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$7.22M +$1.71M +80,410 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.21M +$1.03M +48,483 +17%
IF
16
Ironwood Financial
Arizona
$7.2M +$2.13M +100,206 +42%
FCB
17
First Command Bank
Texas
$6.96M +$944K +44,427 +16%
FCFS
18
First Command Financial Services
Texas
$6.96M +$944K +44,427 +16%
AP
19
Advisors Preferred
Maryland
$6.68M +$6.72M +316,200 New
NQWM
20
Northwest Quadrant Wealth Management
Oregon
$6.43M +$1.05M +49,232 +19%
CIM
21
Confluence Investment Management
Missouri
$5.78M +$204K +9,608 +4%
1IA
22
1834 Investment Advisors
Wisconsin
$5.66M +$765K +35,989 +16%
FA
23
FCG Advisors
New Jersey
$5.29M +$202K +9,511 +4%
ADL
24
Asset Dedication LLC
California
$5.25M +$186K +8,728 +4%
CPC
25
Cookson Peirce & Co
Pennsylvania
$4.67M +$416K +19,550 +10%

BSCL Hedge Fund Activity: Q4 2017 in Review

144 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q4 2017, worth a combined $472M — up 2% from $463M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSCL positions and 14 closed out — a net gain of 13 holders — while 77 added to existing stakes and 29 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $6.72M. The largest seller was Financial Advisory Group, cutting an estimated $6.63M.

  • 144 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q4 2017, up from 132 in Q3 2017.
  • Funds reported $472M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q4 2017, up 2% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q4 2017 and 14 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q4 2017 was Advisors Preferred, an estimated $6.72M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q4 2017 was Financial Advisory Group, an estimated $6.63M sold.

Based on aggregated 13F filings for Q4 2017.