Invesco BulletShares 2022 Corporate Bond ETF
BSCM
BSCM was delisted on the 15th of December, 2022.
61 hedge funds and large institutions have $203M invested in Invesco BulletShares 2022 Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
371% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
30% more capital invested
Capital invested by funds: $157M → $203M (+$46.4M)
22% more funds holding
Funds holding: 50 → 61 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
+$15.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$8.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.97M |
| 5 |
Jane Street
New York
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.22M |
| 2 |
Morgan Stanley
New York
|
-$2.58M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$236K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$232K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
51
Klingman & Associates
New York
| $182K | +$179K | +8,460 | New |
|
52
Envestnet Asset Management
Chicago,
Illinois
| $163K | +$15.9K | +749 | +11% |
|
|
SHJ
53
Sharkey, Howes & Javer
Denver,
Colorado
| $146K | +$49.7K | +2,345 | +53% |
|
|
LTFS
54
Ladenburg Thalmann Financial Services
Miami,
Florida
| $77K | – | – | – |
|
|
MFS
55
MSI Financial Services
Springfield,
Massachusetts
| $71K | +$49.2K | +2,322 | +240% |
|
|
FANJ
56
Financial Architects (New Jersey)
Marlton,
New Jersey
| $15K | – | – | – |
|
|
AG
57
Advisor Group
Phoenix,
Arizona
| $8K | +$8.54K | +403 | New |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
ST
59
Smithfield Trust
Pittsburgh,
Pennsylvania
| $4K | +$4.24K | +200 | New |
|
60
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | – | – | – |
|
|
LNC
61
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$236K | -11,199 | Closed |
|
|
AIG
62
American International Group
New York
| – | -$8K | -401 | Closed |
|
BSCM Hedge Fund Activity: Q2 2016 in Review
61 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q2 2016, worth a combined $203M — up 30% from $157M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BSCM positions and 2 closed out — a net gain of 12 holders — while 33 added to existing stakes and 7 trimmed.
The largest buyer was Nottingham Advisors, adding an estimated $15.2M. The largest seller was WBI Investments, cutting an estimated $3.22M.
- 61 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q2 2016, up from 50 in Q1 2016.
- Funds reported $203M of Invesco BulletShares 2022 Corporate Bond ETF stock for Q2 2016, up 30% quarter-over-quarter.
- 14 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q2 2016 and 2 closed out, a net change of +12 holders.
- The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q2 2016 was Nottingham Advisors, an estimated $15.2M added.
- The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q2 2016 was WBI Investments, an estimated $3.22M sold.
Based on aggregated 13F filings for Q2 2016.