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BSCO

Invesco BulletShares 2024 Corporate Bond ETF

Delisted

BSCO was delisted on the 13th of December, 2024.

165 hedge funds and large institutions have $511M invested in Invesco BulletShares 2024 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

270% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

37% more capital invested

Capital invested by funds: $373M → $511M (+$138M)

20% more funds holding

Funds holding: 137165 (+28)

Holders
165
Holders Change
+28
Holders Change %
+20.44%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
40
Increased
85
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$50.4M +$49.7M +2,321,587 +8,771%
Bank of America
2
Bank of America
North Carolina
$39.1M +$2.65M +123,903 +7%
Morgan Stanley
3
Morgan Stanley
New York
$35.7M +$3.92M +182,776 +12%
PV
4
Private Vista
Illinois
$26.9M +$2.76M +128,844 +11%
Wells Fargo
5
Wells Fargo
California
$25.4M +$5.23M +243,949 +26%
FFW
6
Fusion Family Wealth
New York
$20.5M -$3.32K -155 -0%
EB
7
Eastern Bank
Massachusetts
$19.2M +$741K +34,609 +4%
MFWM
8
Motley Fool Wealth Management
Virginia
$16.6M -$157K -7,323 -0.9%
1IA
9
1834 Investment Advisors
Wisconsin
$12.4M +$904K +42,196 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.6M +$168K +7,844 +1%
UBS Group
11
UBS Group
Switzerland
$10.2M +$585K +27,309 +6%
CIM
12
Confluence Investment Management
Missouri
$9.79M -$248K -11,588 -2%
RJA
13
Raymond James & Associates
Florida
$9.28M +$6.45M +300,894 +229%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.24M +$663K +30,968 +8%
CG
15
Colony Group
Massachusetts
$8.65M +$1.17M +54,572 +16%
FCB
16
First Command Bank
Texas
$8.54M +$69.2K +3,230 +0.8%
FCFS
17
First Command Financial Services
Texas
$8.54M +$69.2K +3,230 +0.8%
CPC
18
Cookson Peirce & Co
Pennsylvania
$7.74M -$760K -35,473 -9%
Ameriprise
19
Ameriprise
Minnesota
$7.2M +$2.61M +121,736 +57%
BFA
20
Beaumont Financial Advisors
Massachusetts
$7.17M +$1.52M +70,771 +27%
MWM
21
Marietta Wealth Management
Georgia
$6.69M +$2.93M +136,605 +78%
CIC
22
Carnegie Investment Counsel
Ohio
$6.62M +$1.23M +57,618 +23%
BC
23
Barnett & Company
Tennessee
$6.56M +$4.23M +197,502 +183%
KA
24
Klingman & Associates
New York
$6.47M +$230K +10,715 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.08M +$870K +40,601 +17%

BSCO Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Corporate Bond ETF (BSCO) for Q4 2019, worth a combined $511M — up 37% from $373M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCO positions and 9 closed out — a net gain of 31 holders — while 85 added to existing stakes and 23 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $49.7M. The largest seller was Citadel Advisors, cutting an estimated $2.81M.

  • 165 institutional investors held Invesco BulletShares 2024 Corporate Bond ETF (BSCO) as of Q4 2019, up from 137 in Q3 2019.
  • Funds reported $511M of Invesco BulletShares 2024 Corporate Bond ETF stock for Q4 2019, up 37% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2024 Corporate Bond ETF positions in Q4 2019 and 9 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF buyer in Q4 2019 was Brookstone Capital Management, an estimated $49.7M added.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2019.