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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

249 hedge funds and large institutions have $1.12B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

52% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 77

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$110M)

2% more funds holding

Funds holding: 243249 (+6)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
5.49%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.71%
New
25
Increased
117
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$2.68M +$127K +5,957 +5%
SIC
77
SFE Investment Counsel
California
$2.37M +$483K +22,700 +25%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$2.29M +$368K +17,300 +19%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$2.27M
VDI
80
Vaughan David Investments
Illinois
$2.25M +$795K +37,323 +54%
EWM
81
Empirical Wealth Management
Washington
$2.22M -$13.7K -642 -0.6%
PWSG
82
Pacific Wealth Strategies Group
California
$2.2M +$1M +47,143 +83%
WI
83
Wintrust Investments
Illinois
$2.15M +$923K +43,350 +74%
NA
84
Nottingham Advisors
New York
$2.14M +$74.9K +3,517 +4%
JP Morgan Chase
85
JP Morgan Chase
New York
$2.07M +$28.1K +1,319 +1%
TC
86
Tatro Capital
Kentucky
$2.04M -$444K -20,870 -18%
VNA
87
Valley National Advisers
Pennsylvania
$2.02M -$861K -40,420 -30%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2M
FA
89
FMA Advisory
Pennsylvania
$1.97M -$65K -3,054 -3%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1.93M +$523K +24,577 +36%
AIM
91
Aspen Investment Management
Michigan
$1.91M -$27.3K -1,284 -1%
BFA
92
Benedict Financial Advisors
Georgia
$1.81M +$445K +20,918 +32%
AIFAIM
93
American Institute for Advanced Investment Management
Arizona
$1.81M +$771K +36,200 +73%
PAG
94
Private Advisor Group
New Jersey
$1.75M +$233K +10,941 +15%
UCFA
95
United Capital Financial Advisors
Texas
$1.7M -$89.8K -4,217 -5%
AWM
96
Aevitas Wealth Management
Massachusetts
$1.7M +$1.21K +57 +0.1%
LCM
97
Leisure Capital Management
California
$1.68M +$86.8K +4,077 +5%
WDL
98
Well Done LLC
Michigan
$1.67M +$81.1K +3,810 +5%
KA
99
Klingman & Associates
New York
$1.67M +$162K +7,590 +11%
FAM
100
Flaharty Asset Management
Florida
$1.6M

BSCM Hedge Fund Activity: Q1 2020 in Review

249 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q1 2020, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSCM positions and 16 closed out — a net gain of 9 holders — while 117 added to existing stakes and 77 trimmed.

The largest buyer was Lido Advisors, adding an estimated $142M. The largest seller was HighTower Advisors, cutting an estimated $18.2M.

  • 249 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q1 2020, up from 243 in Q4 2019.
  • Funds reported $1.12B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q1 2020 and 16 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q1 2020 was Lido Advisors, an estimated $142M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2020.