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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

BSCM was delisted on the 15th of December, 2022.

322 hedge funds and large institutions have $1.56B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

6% more funds holding

Funds holding: 305322 (+17)

2% more capital invested

Capital invested by funds: $1.53B → $1.56B (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 123

Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
4.95%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
51
Increased
104
Reduced
123
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
26
R.M. Davis Inc
Maine
$15.8M +$427K +19,878 +3%
TF
27
TLWM Financial
Texas
$15M -$82.1K -3,825 -0.5%
SEEDPG
28
S.E.E.D. Planning Group
New York
$13.3M +$168K +7,835 +1%
SPA
29
Sentinel Pension Advisors
Massachusetts
$12.7M +$536K +24,970 +4%
SCA
30
Stonebridge Capital Advisors
Minnesota
$12.7M +$399K +18,582 +3%
SFWC
31
Strategic Family Wealth Counselors
New Jersey
$12.4M +$2.87M +133,599 +30%
MWM
32
Marietta Wealth Management
Georgia
$12.2M +$559K +26,030 +5%
IWMA
33
Ironwood Wealth Management (Arizona)
Arizona
$11.7M +$769K +35,819 +7%
BBW
34
Blue Barn Wealth
Utah
$11.6M +$10.6M +493,751 +1,042%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$11.5M +$1.75M +81,465 +18%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$10.9M -$3.32M -154,663 -23%
NWM
37
Northcape Wealth Management
New York
$10.8M +$10.9M +507,205 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$10.8M -$583K -27,150 -5%
DP
39
Denver PWM
Colorado
$10.8M +$224K +10,412 +2%
Osaic Holdings
40
Osaic Holdings
Arizona
$10.7M -$3.47M -161,431 -24%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$10.5M -$3.82M -177,781 -27%
BWM
42
BCS Wealth Management
Tennessee
$10.1M +$1.31M +61,043 +15%
1IA
43
1834 Investment Advisors
Wisconsin
$9.99M -$379K -17,656 -4%
VDI
44
Vaughan David Investments
Illinois
$9.82M +$1.11M +51,458 +13%
OA
45
Oakhurst Advisors
California
$9.66M -$2.46M -114,383 -20%
MCP
46
Mirador Capital Partners
California
$9.13M +$451K +21,007 +5%
GI
47
Gradient Investments
Minnesota
$8.93M +$56.9K +2,650 +0.6%
CMP
48
Courage Miller Partners
Virginia
$7.89M +$654K +30,437 +9%
MA
49
Montag & Associates
Georgia
$7.85M +$2.5M +116,273 +46%
SRC
50
Shufro Rose & Co
New York
$7.79M -$621K -28,901 -7%

BSCM Hedge Fund Activity: Q4 2021 in Review

322 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q4 2021, worth a combined $1.56B — up 2.1% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSCM positions and 27 closed out — a net gain of 24 holders — while 104 added to existing stakes and 123 trimmed.

The largest buyer was Blue Barn Wealth, adding an estimated $10.6M. The largest seller was Cookson Peirce & Co, exiting entirely with an estimated $14.1M sold.

  • 322 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q4 2021, up from 305 in Q3 2021.
  • Funds reported $1.56B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q4 2021, up 2.1% quarter-over-quarter.
  • 51 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q4 2021 and 27 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q4 2021 was Blue Barn Wealth, an estimated $10.6M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q4 2021 was Cookson Peirce & Co, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.