We are live on ! Find out more
BSCL

Invesco BulletShares 2021 Corporate Bond ETF

Delisted

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

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: 2835 (+7)

22% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 90

2% more funds holding

Funds holding: 264270 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.8M -$2.24M -106,335 -3%
BCM
2
Brookstone Capital Management
Illinois
$63.8M -$16.3K -771 -0%
Bank of America
3
Bank of America
North Carolina
$59.4M -$2.39M -113,457 -4%
Wells Fargo
4
Wells Fargo
California
$48.7M +$6.15M +291,811 +14%
SEIA
5
Signature Estate & Investment Advisors
California
$36.7M +$36.9M +1,749,730 New
ACA
6
Aptus Capital Advisors
Alabama
$31.6M +$30.5M +1,446,535 +2,367%
SFG
7
SNS Financial Group
Minnesota
$24.6M +$868K +41,181 +4%
MFWM
8
Motley Fool Wealth Management
Virginia
$22.8M -$1.48M -70,309 -6%
1IA
9
1834 Investment Advisors
Wisconsin
$22.7M +$356K +16,911 +2%
IF
10
Ironwood Financial
Arizona
$21.4M -$1.28M -60,809 -6%
VNA
11
Valley National Advisers
Pennsylvania
$19.9M -$7.96M -377,590 -28%
UBS Group
12
UBS Group
Switzerland
$19.1M -$981K -46,521 -5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18.1M
DC
14
Davenport & Co
Virginia
$17.7M +$248K +11,770 +1%
Ameriprise
15
Ameriprise
Minnesota
$17.6M -$3.94M -187,080 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.7M +$284K +13,450 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$14.8M +$14.9M +705,841 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$14.7M +$1.39M +65,843 +10%
EB
19
Eastern Bank
Massachusetts
$14.7M -$3.64M -172,740 -20%
RJA
20
Raymond James & Associates
Florida
$13.5M -$252K -11,944 -2%
HPC
21
HM Payson & Co
Maine
$13.5M +$1.05M +49,642 +8%
LPL Financial
22
LPL Financial
California
$12.8M -$857K -40,648 -6%
SFWC
23
Strategic Family Wealth Counselors
New Jersey
$11.9M +$3.36M +159,168 +39%
EWM
24
Edge Wealth Management
New York
$11.4M -$242K -11,470 -2%
ADL
25
Asset Dedication LLC
California
$11.2M +$148K +7,016 +1%

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.