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BSCM

Invesco BulletShares 2022 Corporate Bond ETF
BSCM

Delisted

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

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294 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 16

120% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 60

14% more funds holding

Funds holding: 257 → 294 (+37)

13% more capital invested

Capital invested by funds: $1.34B → $1.51B (+$174M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

Holders
294
Holders Change
+37
Holders Change %
+14.4%
% of All Funds
5.2%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
57
Increased
132
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$48.7M
2
FI
FormulaFolio Investments
Michigan
+$29.1M
3
TF
TLWM Financial
Texas
+$13.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.1M
5
WDL
Well Done LLC
Michigan
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$6.59M
2
TCA
Transcend Capital Advisors
New Jersey
-$6.12M
3
BCM
Brookstone Capital Management
Illinois
-$6.01M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$4.76M
5
MFWM
Motley Fool Wealth Management
Virginia
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$2.36M +$292K +13,391 +14%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$2.27M – – –
GWAM
103
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.22M +$2.23M +101,970 New
EWM
104
Empirical Wealth Management
Washington
$2.22M +$6K +275 +0.3%
BFA
105
Beaumont Financial Advisors
Massachusetts
$2.2M -$4.76M -217,977 -68%
KCM
106
Kanawha Capital Management
Virginia
$2.13M +$368K +16,870 +21%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2.08M -$197K -9,010 -9%
LOPW
108
Live Oak Private Wealth
North Carolina
$2.01M – – –
SFA
109
Souders Financial Advisors
Ohio
$2M +$42.5K +1,947 +2%
TC
110
Tatro Capital
Kentucky
$1.96M -$52K -2,381 -3%
HH
111
Hilltop Holdings
Texas
$1.96M -$627K -28,712 -24%
WPWM
112
Windward Private Wealth Management
Kansas
$1.96M +$1.96M +89,899 New
MA
113
Montag & Associates
Georgia
$1.85M +$1.86M +85,223 New
GM
114
GeoWealth Management
Illinois
$1.84M +$1.84M +84,515 New
FCB
115
First Command Bank
Texas
$1.83M -$297K -13,600 -14%
FCFS
116
First Command Financial Services
Texas
$1.83M -$297K -13,600 -14%
WIC
117
Whitegate Investment Counselors
New Hampshire
$1.81M +$227K +10,412 +14%
CCG
118
Cypress Capital Group
Florida
$1.78M +$55.5K +2,545 +3%
P
119
Paradiem
Louisiana
$1.74M +$1.75M +80,378 New
FAM
120
Flaharty Asset Management
Florida
$1.65M – – –
AWM
121
Aevitas Wealth Management
Massachusetts
$1.61M -$131K -6,019 -8%
LIM
122
Leavell Investment Management
Alabama
$1.6M +$195K +8,930 +14%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$1.57M +$1.05M +47,995 +199%
SF
124
Synovus Financial
Georgia
$1.45M +$24.3K +1,115 +2%
DADC
125
D.A. Davidson & Co
Montana
$1.45M +$266K +12,185 +22%
3 4
5
6 7

BSCM Hedge Fund Activity: Q4 2020 in Review

294 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q4 2020, worth a combined $1.51B — up 13% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BSCM positions and 16 closed out — a net gain of 41 holders — while 132 added to existing stakes and 60 trimmed.

The largest buyer was Lido Advisors, adding an estimated $48.7M. The largest seller was World Investment Advisors, exiting entirely with an estimated $6.59M sold.

  • 294 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q4 2020, up from 257 in Q3 2020.
  • Funds reported $1.51B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 57 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q4 2020 was Lido Advisors, an estimated $48.7M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q4 2020 was World Investment Advisors, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2020.