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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

257 hedge funds and large institutions have $1.34B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 63

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

3% more capital invested

Capital invested by funds: $1.3B → $1.34B (+$44.1M)

0% more funds holding

Funds holding: 257257 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $657K

Holders
257
Holders Change
Holders Change %
0%
% of All Funds
5.19%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.54%
New
21
Increased
133
Reduced
63
Closed
18
Calls
Puts
$657K
Net Calls
-$657K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$219M -$1.09M -49,974 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$77.7M +$4.08M +186,413 +6%
Bank of America
3
Bank of America
North Carolina
$61.8M +$676K +30,931 +1%
BCM
4
Brookstone Capital Management
Illinois
$59.2M +$7.51M +343,577 +15%
Wells Fargo
5
Wells Fargo
California
$55.1M +$6.63M +302,995 +14%
FFW
6
Fusion Family Wealth
New York
$39.2M +$4.47M +204,235 +13%
Ameriprise
7
Ameriprise
Minnesota
$27.8M +$7.34M +335,808 +36%
MFWM
8
Motley Fool Wealth Management
Virginia
$26.7M +$1.06M +48,434 +4%
GI
9
Gradient Investments
Minnesota
$25.8M -$7.33M -335,251 -22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$21.5M +$2.9M +132,723 +16%
HPC
11
HM Payson & Co
Maine
$18.8M +$1.62M +74,102 +9%
CIC
12
Carnegie Investment Counsel
Ohio
$17.4M +$3.49M +159,486 +25%
UBS Group
13
UBS Group
Switzerland
$16.5M -$37.6K -1,719 -0.2%
EB
14
Eastern Bank
Massachusetts
$16.3M +$638K +29,195 +4%
ADL
15
Asset Dedication LLC
California
$15.9M +$4.46M +204,119 +39%
IWC
16
Integrated Wealth Concepts
Massachusetts
$15.7M -$1.59M -72,661 -9%
KAS
17
Kestra Advisory Services
Texas
$15.3M +$15.3M +700,672 New
1IA
18
1834 Investment Advisors
Wisconsin
$15.3M +$739K +33,803 +5%
SFG
19
SNS Financial Group
Minnesota
$15M +$875K +40,017 +6%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$14.7M +$14.8M +675,106 New
AP
21
Advisors Preferred
Maryland
$14M +$5.02M +229,640 +56%
RJA
22
Raymond James & Associates
Florida
$14M -$637K -29,117 -4%
TCOK
23
Trust Company of Kansas
Kansas
$13.7M +$540K +24,713 +4%
IF
24
Ironwood Financial
Arizona
$13.7M +$195K +8,900 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.3M +$1.24M +56,595 +11%

BSCM Hedge Fund Activity: Q3 2020 in Review

257 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q3 2020, worth a combined $1.34B — up 3.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSCM positions and 18 closed out — a net gain of 3 holders — while 133 added to existing stakes and 63 trimmed.

The largest buyer was Eagle Capital Management (Louisiana), opening a new position worth an estimated $14.8M. The largest seller was Shufro Rose & Co, cutting an estimated $32.4M.

  • 257 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.34B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q3 2020, up 3.4% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q3 2020 and 18 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q3 2020 was Eagle Capital Management (Louisiana), an estimated $14.8M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q3 2020 was Shufro Rose & Co, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2020.