We are live on ! Find out more
BSCL

Invesco BulletShares 2021 Corporate Bond ETF
BSCL

Delisted

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

Back to rankings

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

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

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
Morgan Stanley
1
Morgan Stanley
New York
$85.1M +$8.48M +399,126 +11%
BCM
2
Brookstone Capital Management
Illinois
$64.6M +$6.38M +300,235 +11%
Bank of America
3
Bank of America
North Carolina
$62.6M -$9.06M -426,062 -13%
Wells Fargo
4
Wells Fargo
California
$43.1M +$433K +20,350 +1%
LWA
5
Lenox Wealth Advisors
New York
$28.8M -$822K -38,679 -3%
VNA
6
Valley National Advisers
Pennsylvania
$28.2M +$7.95M +373,959 +39%
MFWM
7
Motley Fool Wealth Management
Virginia
$24.6M -$230K -10,810 -0.9%
SFG
8
SNS Financial Group
Minnesota
$24M +$1.4M +65,746 +6%
IF
9
Ironwood Financial
Arizona
$23M +$1.47M +69,024 +7%
1IA
10
1834 Investment Advisors
Wisconsin
$22.7M +$1.71M +80,326 +8%
Ameriprise
11
Ameriprise
Minnesota
$21.7M +$1.66M +78,176 +8%
UBS Group
12
UBS Group
Switzerland
$20.4M +$490K +23,059 +2%
EB
13
Eastern Bank
Massachusetts
$18.5M +$611K +28,762 +3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$18.1M – – –
DC
15
Davenport & Co
Virginia
$17.7M +$1.35M +63,424 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.6M +$383K +18,025 +2%
RJA
17
Raymond James & Associates
Florida
$14M +$5.51M +259,014 +65%
LPL Financial
18
LPL Financial
California
$13.8M +$2.06M +97,131 +18%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$13.5M +$893K +41,994 +7%
HPC
20
HM Payson & Co
Maine
$12.6M +$973K +45,777 +8%
EWM
21
Edge Wealth Management
New York
$11.8M +$573K +26,945 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$11.7M +$73K +3,436 +0.6%
ADL
23
Asset Dedication LLC
California
$11.2M +$2.9M +136,250 +35%
BFA
24
Beaumont Financial Advisors
Massachusetts
$10.2M +$3.06M +143,983 +43%
CIC
25
Carnegie Investment Counsel
Ohio
$9.93M +$1.02M +47,987 +11%
1
2 3 4 5

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.