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BSCO

Invesco BulletShares 2024 Corporate Bond ETF

Delisted

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

227 hedge funds and large institutions have $893M invested in Invesco BulletShares 2024 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 37

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $847M → $893M (+$46.7M)

5% more funds holding

Funds holding: 216227 (+11)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
33
Increased
116
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58M +$9.85M +441,802 +20%
Wells Fargo
2
Wells Fargo
California
$51.3M +$6.64M +297,709 +15%
Bank of America
3
Bank of America
North Carolina
$46.5M +$1.68M +75,287 +4%
UBS Group
4
UBS Group
Switzerland
$39.8M +$28M +1,254,575 +233%
FFW
5
Fusion Family Wealth
New York
$39.6M +$1.71M +76,779 +4%
BCM
6
Brookstone Capital Management
Illinois
$34.6M -$9.55M -428,490 -22%
MFWM
7
Motley Fool Wealth Management
Virginia
$31.7M +$998K +44,791 +3%
HPC
8
HM Payson & Co
Maine
$31.3M +$6.44M +288,886 +26%
1IA
9
1834 Investment Advisors
Wisconsin
$23.4M +$321K +14,396 +1%
EB
10
Eastern Bank
Massachusetts
$19.2M +$1.65M +73,815 +9%
AP
11
Advisors Preferred
Maryland
$17.5M +$1.03M +46,100 +6%
CIC
12
Carnegie Investment Counsel
Ohio
$17M +$2.25M +101,123 +15%
Ameriprise
13
Ameriprise
Minnesota
$16.2M +$3.58M +160,827 +28%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.1M +$1.12M +50,041 +7%
RJA
15
Raymond James & Associates
Florida
$15.6M +$842K +37,796 +6%
GGI
16
GPM Growth Investors
Michigan
$14M +$976K +43,792 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$12.7M +$524K +23,488 +4%
CPC
18
Cookson Peirce & Co
Pennsylvania
$12.3M +$664K +29,802 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$12M +$406K +18,217 +3%
CIM
20
Confluence Investment Management
Missouri
$11.3M +$253K +11,357 +2%
LPL Financial
21
LPL Financial
California
$11.2M +$2.63M +118,139 +31%
CG
22
Colony Group
Massachusetts
$10.7M +$55.2K +2,477 +0.5%
MWM
23
Marietta Wealth Management
Georgia
$10.7M +$628K +28,158 +6%
SEEDPG
24
S.E.E.D. Planning Group
New York
$10.6M +$1.66M +74,584 +18%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.5M +$404K +18,134 +4%

BSCO Hedge Fund Activity: Q1 2021 in Review

227 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Corporate Bond ETF (BSCO) for Q1 2021, worth a combined $893M — up 5.5% from $847M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCO positions and 17 closed out — a net gain of 16 holders — while 116 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $28M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $35.5M sold.

  • 227 institutional investors held Invesco BulletShares 2024 Corporate Bond ETF (BSCO) as of Q1 2021, up from 216 in Q4 2020.
  • Funds reported $893M of Invesco BulletShares 2024 Corporate Bond ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2024 Corporate Bond ETF positions in Q1 2021 and 17 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF buyer in Q1 2021 was UBS Group, an estimated $28M added.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2021.