We are live on ! Find out more
BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

305 hedge funds and large institutions have $1.53B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 97

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

0% more funds holding

Funds holding: 304305 (+1)

1% less capital invested

Capital invested by funds: $1.55B → $1.53B (-$19.6M)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
305
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
26
Increased
129
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$2.49M -$140K -6,505 -5%
WIC
102
Whitegate Investment Counselors
New Hampshire
$2.43M +$258K +11,940 +12%
CAN
103
Cetera Advisor Networks
California
$2.37M +$231K +10,709 +11%
HA
104
Harfst & Associates
Wyoming
$2.29M -$6.34K -294 -0.3%
GWAM
105
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.29M +$13.6K +630 +0.6%
SFA
106
Souders Financial Advisors
Ohio
$2.23M +$109K +5,073 +5%
EWM
107
Empirical Wealth Management
Washington
$2.18M +$13.2K +610 +0.6%
APA
108
American Portfolios Advisors
New York
$1.98M +$138K +6,418 +7%
WDL
109
Well Done LLC
Michigan
$1.98M -$9.39M -435,527 -83%
LOPW
110
Live Oak Private Wealth
North Carolina
$1.92M -$33.1K -1,534 -2%
TC
111
Tatro Capital
Kentucky
$1.92M -$2.78K -129 -0.1%
GIP
112
Greatmark Investment Partners
Georgia
$1.9M
P
113
Paradiem
Louisiana
$1.88M +$39.7K +1,839 +2%
VA
114
Valmark Advisers
Ohio
$1.85M -$810K -37,538 -30%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$1.83M -$161K -7,455 -8%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$1.82M +$50K +2,318 +3%
AWM
117
Apollon Wealth Management
South Carolina
$1.79M +$1.8M +83,245 New
DADC
118
D.A. Davidson & Co
Montana
$1.75M +$1.23K +57 +0.1%
WP
119
WealthSource Partners
California
$1.74M -$5.97K -277 -0.3%
LIM
120
Leavell Investment Management
Alabama
$1.71M +$71.8K +3,330 +4%
GWM
121
GSB Wealth Management
Connecticut
$1.69M -$712K -33,000 -30%
CCG
122
Cypress Capital Group
Florida
$1.68M -$46.3K -2,145 -3%
YIA
123
YHB Investment Advisors
Connecticut
$1.65M -$1.62M -75,134 -50%
ACM
124
AlphaStar Capital Management
North Carolina
$1.63M +$241K +11,160 +17%
FAM
125
Flaharty Asset Management
Florida
$1.59M -$18.3K -850 -1%

BSCM Hedge Fund Activity: Q3 2021 in Review

305 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q3 2021, worth a combined $1.53B — down 1.3% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSCM positions and 22 closed out — a net gain of 4 holders — while 129 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Lido Advisors, cutting an estimated $45.1M.

  • 305 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q3 2021, up from 304 in Q2 2021.
  • Funds reported $1.53B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q3 2021, down 1.3% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q3 2021 and 22 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $13.8M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q3 2021 was Lido Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.