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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

243 hedge funds and large institutions have $1.01B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

202% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 42

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

18% more capital invested

Capital invested by funds: $858M → $1.01B (+$152M)

13% more funds holding

Funds holding: 216243 (+27)

Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
4.79%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.55%
New
46
Increased
127
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.5M +$4.69M +218,411 +7%
BCM
2
Brookstone Capital Management
Illinois
$65.2M +$6.25M +290,943 +11%
Bank of America
3
Bank of America
North Carolina
$64.3M +$5.55M +258,169 +9%
Wells Fargo
4
Wells Fargo
California
$43.9M +$3.86M +179,719 +10%
SRC
5
Shufro Rose & Co
New York
$43.3M +$27.1M +1,259,374 +167%
Ameriprise
6
Ameriprise
Minnesota
$32.3M +$1.64M +76,554 +5%
MFWM
7
Motley Fool Wealth Management
Virginia
$24.6M -$256K -11,891 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$24.5M +$8.84M +411,497 +57%
RJA
9
Raymond James & Associates
Florida
$23.2M +$6.44M +299,688 +38%
SFG
10
SNS Financial Group
Minnesota
$21.8M +$9.7M +451,503 +80%
FFW
11
Fusion Family Wealth
New York
$20.3M +$33.6K +1,565 +0.2%
EWM
12
Edge Wealth Management
New York
$20.3M +$1.34M +62,299 +7%
EB
13
Eastern Bank
Massachusetts
$19.1M +$723K +33,663 +4%
CAM
14
Cresset Asset Management
Illinois
$17.6M -$1.68M -78,225 -9%
UBS Group
15
UBS Group
Switzerland
$16.3M -$14.9K -695 -0.1%
1IA
16
1834 Investment Advisors
Wisconsin
$14.9M +$849K +39,533 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.8M +$1.87M +87,183 +15%
TCOK
18
Trust Company of Kansas
Kansas
$14.7M +$14.7M +684,890 New
GGI
19
GPM Growth Investors
Michigan
$14.1M +$14.1M +657,428 New
BFA
20
Beaumont Financial Advisors
Massachusetts
$12.7M +$4.04M +188,185 +47%
IF
21
Ironwood Financial
Arizona
$12M +$927K +43,162 +8%
CIC
22
Carnegie Investment Counsel
Ohio
$11.3M +$2.42M +112,688 +27%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.8M -$59.9K -2,787 -0.6%
CG
24
Colony Group
Massachusetts
$10.7M +$924K +42,990 +9%
HPC
25
HM Payson & Co
Maine
$9.84M +$421K +19,597 +4%

BSCM Hedge Fund Activity: Q4 2019 in Review

243 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q4 2019, worth a combined $1.01B — up 18% from $858M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BSCM positions and 15 closed out — a net gain of 31 holders — while 127 added to existing stakes and 42 trimmed.

The largest buyer was Shufro Rose & Co, adding an estimated $27.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.31M.

  • 243 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q4 2019, up from 216 in Q3 2019.
  • Funds reported $1.01B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 46 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q4 2019 was Shufro Rose & Co, an estimated $27.1M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $7.31M sold.

Based on aggregated 13F filings for Q4 2019.