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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

79 hedge funds and large institutions have $316M invested in Invesco BulletShares 2022 Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $254M → $316M (+$61.2M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 7679 (+3)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
9
Increased
48
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$32.3M +$5.71M +271,834 +22%
Bank of America
2
Bank of America
North Carolina
$30.2M +$13.1M +624,376 +77%
MFWM
3
Motley Fool Wealth Management
Virginia
$25M -$52.9K -2,519 -0.2%
PV
4
Private Vista
Illinois
$22M +$4.36M +207,634 +25%
Morgan Stanley
5
Morgan Stanley
New York
$21M +$6.23M +296,651 +42%
WI
6
WBI Investments
New Jersey
$17.9M -$2.4M -114,398 -12%
NA
7
Nottingham Advisors
New York
$13.6M -$358K -17,036 -3%
VNA
8
Valley National Advisers
Pennsylvania
$11.5M +$7.75M +368,962 +209%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.9M +$1.74M +83,059 +19%
GAG
10
GM Advisory Group
New York
$10.8M +$766K +36,460 +8%
EB
11
Eastern Bank
Massachusetts
$9.96M +$1.3M +61,798 +15%
UBS Group
12
UBS Group
Switzerland
$9.49M +$1.91M +91,204 +25%
FFW
13
Fusion Family Wealth
New York
$7.87M +$1.12M +53,465 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.91M +$5.3M +252,596 +900%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.4M +$448K +21,315 +9%
FCB
16
First Command Bank
Texas
$5.24M +$893K +42,554 +21%
FCFS
17
First Command Financial Services
Texas
$5.24M +$893K +42,554 +21%
CIM
18
Confluence Investment Management
Missouri
$5.18M +$353K +16,819 +7%
EA
19
Evanston Advisors
Illinois
$4.79M +$4.78M +227,440 New
1IA
20
1834 Investment Advisors
Wisconsin
$4.6M +$663K +31,588 +17%
VCM
21
Vigilant Capital Management
Maine
$4.13M +$588K +27,993 +17%
CPC
22
Cookson Peirce & Co
Pennsylvania
$3.67M +$532K +25,350 +17%
ADL
23
Asset Dedication LLC
California
$3.53M +$378K +18,016 +12%
RBCM
24
Raub Brock Capital Management
California
$2.89M -$67.6K -3,220 -2%
CIC
25
Carnegie Investment Counsel
Ohio
$2.83M -$34.2K -1,630 -1%

BSCM Hedge Fund Activity: Q1 2017 in Review

79 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q1 2017, worth a combined $316M — up 24% from $254M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSCM positions and 5 closed out — a net gain of 4 holders — while 48 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was NewSquare Capital, cutting an estimated $3.57M.

  • 79 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q1 2017, up from 76 in Q4 2016.
  • Funds reported $316M of Invesco BulletShares 2022 Corporate Bond ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q1 2017 and 5 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q1 2017 was Bank of America, an estimated $13.1M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q1 2017 was NewSquare Capital, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2017.