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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

243 hedge funds and large institutions have $1.01B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

202% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 42

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

18% more capital invested

Capital invested by funds: $858M → $1.01B (+$152M)

13% more funds holding

Funds holding: 216243 (+27)

Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
4.79%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.55%
New
46
Increased
127
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Paulson Wealth Management
Illinois
$2.5M +$2.26M +105,306 +994%
EWM
77
Empirical Wealth Management
Washington
$2.27M +$159K +7,409 +8%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$2.27M
LNC
79
Lincoln National Corp
Pennsylvania
$2.21M +$200K +9,292 +10%
NA
80
Nottingham Advisors
New York
$2.08M +$34.4K +1,602 +2%
JP Morgan Chase
81
JP Morgan Chase
New York
$2.07M +$1.66M +77,291 +404%
FA
82
FMA Advisory
Pennsylvania
$2.06M +$236K +11,004 +13%
LFPWM
83
Leicht Financial Planning & Wealth Management
New Jersey
$1.99M -$1.3M -60,547 -40%
AIM
84
Aspen Investment Management
Michigan
$1.97M +$104K +4,850 +6%
BAM
85
Bruderman Asset Management
New York
$1.96M +$262K +12,180 +15%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$1.95M +$537K +25,000 +38%
SIC
87
SFE Investment Counsel
California
$1.92M +$477K +22,200 +33%
NCM
88
Novare Capital Management
North Carolina
$1.85M -$514K -23,935 -22%
UCFA
89
United Capital Financial Advisors
Texas
$1.82M -$117K -5,423 -6%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$1.79M
WP
91
WealthSource Partners
California
$1.75M -$676K -31,447 -28%
AWM
92
Aevitas Wealth Management
Massachusetts
$1.72M +$8.9K +414 +0.5%
FAM
93
Flaharty Asset Management
Florida
$1.63M +$229K +10,675 +16%
WDL
94
Well Done LLC
Michigan
$1.61M +$1.61M +75,050 New
LCM
95
Leisure Capital Management
California
$1.61M +$118K +5,485 +8%
CCG
96
Cypress Capital Group
Florida
$1.57M +$340K +15,815 +28%
PAG
97
Private Advisor Group
New Jersey
$1.54M +$218K +10,137 +16%
KA
98
Klingman & Associates
New York
$1.53M +$240K +11,150 +19%
SPC
99
Sigma Planning Corp
Michigan
$1.5M +$74.1K +3,450 +5%
PAG
100
Private Advisory Group
Washington
$1.49M -$852K -39,629 -36%

BSCM Hedge Fund Activity: Q4 2019 in Review

243 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q4 2019, worth a combined $1.01B — up 18% from $858M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BSCM positions and 15 closed out — a net gain of 31 holders — while 127 added to existing stakes and 42 trimmed.

The largest buyer was Shufro Rose & Co, adding an estimated $27.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.31M.

  • 243 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $1.01B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 46 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q4 2019 was Shufro Rose & Co, an estimated $27.1M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $7.31M sold.

Based on aggregated 13F filings for Q4 2019.