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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

141 hedge funds and large institutions have $534M invested in Invesco BulletShares 2022 Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $441M → $534M (+$92.6M)

7% more funds holding

Funds holding: 132141 (+9)

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
22
Increased
73
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PV
1
Private Vista
Illinois
$43.6M +$43.7M +2,112,017 New
Bank of America
2
Bank of America
North Carolina
$42.8M +$5.98M +288,928 +16%
Morgan Stanley
3
Morgan Stanley
New York
$35.2M +$2.63M +127,239 +8%
MFWM
4
Motley Fool Wealth Management
Virginia
$35.2M +$1.49M +72,009 +4%
Wells Fargo
5
Wells Fargo
California
$32.3M -$2.74M -132,273 -8%
EA
6
Evanston Advisors
Illinois
$21.2M +$254K +12,302 +1%
FCB
7
First Command Bank
Texas
$19.2M +$1.31M +63,480 +7%
FCFS
8
First Command Financial Services
Texas
$19.2M +$1.31M +63,480 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.9M +$87.1K +4,210 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$18.3M +$2.5M +120,706 +16%
FFW
11
Fusion Family Wealth
New York
$17.7M +$2.61M +126,074 +17%
EB
12
Eastern Bank
Massachusetts
$15.4M +$289K +13,981 +2%
UBS Group
13
UBS Group
Switzerland
$12.4M +$370K +17,906 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.4M +$2.05M +99,306 +22%
1IA
15
1834 Investment Advisors
Wisconsin
$10.3M +$1.19M +57,553 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.2M +$691K +33,406 +7%
IF
17
Ironwood Financial
Arizona
$9.62M +$1.08M +52,198 +13%
RJA
18
Raymond James & Associates
Florida
$9.18M +$1.54M +74,246 +20%
WI
19
WBI Investments
New Jersey
$7.36M +$586K +28,308 +9%
SGAM
20
Steinberg Global Asset Management
Florida
$7M +$799K +38,625 +13%
SRC
21
Shufro Rose & Co
New York
$6.63M +$6.64M +321,000 New
IAS
22
IMA Advisory Services
Colorado
$6.2M +$761K +36,808 +14%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.85M +$793K +38,351 +16%
CPC
24
Cookson Peirce & Co
Pennsylvania
$5.61M +$344K +16,630 +7%
BCM
25
Brookstone Capital Management
Illinois
$5.59M +$5.29M +255,566 +1,686%

BSCM Hedge Fund Activity: Q3 2018 in Review

141 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q3 2018, worth a combined $534M — up 21% from $441M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSCM positions and 13 closed out — a net gain of 9 holders — while 73 added to existing stakes and 22 trimmed.

The largest buyer was Private Vista, opening a new position worth an estimated $43.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.04M sold.

  • 141 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q3 2018, up from 132 in Q2 2018.
  • Funds reported $534M of Invesco BulletShares 2022 Corporate Bond ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q3 2018 and 13 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q3 2018 was Private Vista, an estimated $43.7M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q3 2018 was Jane Street, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2018.