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BSCM

Invesco BulletShares 2022 Corporate Bond ETF

Delisted

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

304 hedge funds and large institutions have $1.55B invested in Invesco BulletShares 2022 Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 97

3% more funds holding

Funds holding: 295304 (+9)

3% more capital invested

Capital invested by funds: $1.51B → $1.55B (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
5.29%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
30
Increased
134
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$280M -$3.49M -161,367 -1%
Morgan Stanley
2
Morgan Stanley
New York
$80.6M -$1.94M -89,775 -2%
Bank of America
3
Bank of America
North Carolina
$55.6M -$6.04M -279,216 -10%
HPC
4
HM Payson & Co
Maine
$49.1M +$5.49M +253,935 +13%
Wells Fargo
5
Wells Fargo
California
$47.8M -$12.5M -576,854 -21%
FFW
6
Fusion Family Wealth
New York
$38.1M -$1.16M -53,747 -3%
MFWM
7
Motley Fool Wealth Management
Virginia
$32.4M +$9.55M +441,481 +42%
BCM
8
Brookstone Capital Management
Illinois
$26.6M -$13.5M -622,213 -34%
SCA
9
Stonebridge Capital Advisors
Minnesota
$24.1M +$12.3M +566,853 +104%
KAS
10
Kestra Advisory Services
Texas
$22.5M +$3.02M +139,530 +15%
ECML
11
Eagle Capital Management (Louisiana)
Louisiana
$21.9M +$893K +41,280 +4%
IWMA
12
Ironwood Wealth Management (Arizona)
Arizona
$21.4M +$21.4M +990,831 New
AP
13
Advisors Preferred
Maryland
$20.3M +$3.03M +140,240 +18%
EB
14
Eastern Bank
Massachusetts
$20M +$1.5M +69,527 +8%
Ameriprise
15
Ameriprise
Minnesota
$19.9M -$7.97M -368,482 -29%
ADL
16
Asset Dedication LLC
California
$19.3M +$8.61M +397,779 +80%
CIC
17
Carnegie Investment Counsel
Ohio
$19.3M +$257K +11,883 +1%
IAS
18
IMA Advisory Services
Colorado
$18.7M +$1.02M +47,111 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$18.6M +$3.36M +155,321 +22%
SFG
20
SNS Financial Group
Minnesota
$18M +$1.63M +75,366 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$17.6M +$160K +7,375 +0.9%
RJA
22
Raymond James & Associates
Florida
$16.4M +$1.16M +53,818 +8%
UBS Group
23
UBS Group
Switzerland
$16M +$103K +4,739 +0.6%
RMDI
24
R.M. Davis Inc
Maine
$15M +$1.4M +64,926 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$14.7M +$1.66M +76,699 +13%

BSCM Hedge Fund Activity: Q2 2021 in Review

304 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) for Q2 2021, worth a combined $1.55B — up 2.9% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSCM positions and 18 closed out — a net gain of 12 holders — while 134 added to existing stakes and 97 trimmed.

The largest buyer was Ironwood Wealth Management (Arizona), opening a new position worth an estimated $21.4M. The largest seller was Brookstone Capital Management, cutting an estimated $13.5M.

  • 304 institutional investors held Invesco BulletShares 2022 Corporate Bond ETF (BSCM) as of Q2 2021, up from 295 in Q1 2021.
  • Funds reported $1.55B of Invesco BulletShares 2022 Corporate Bond ETF stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 30 funds opened new Invesco BulletShares 2022 Corporate Bond ETF positions in Q2 2021 and 18 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF buyer in Q2 2021 was Ironwood Wealth Management (Arizona), an estimated $21.4M added.
  • The largest Invesco BulletShares 2022 Corporate Bond ETF seller in Q2 2021 was Brookstone Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2021.