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BSCN

Invesco BulletShares 2023 Corporate Bond ETF
BSCN

Delisted

BSCN was delisted on the 15th of December, 2023.

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260 hedge funds and large institutions have $1.04B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 7

182% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

19% more capital invested

Capital invested by funds: $875M → $1.04B (+$164M)

16% more funds holding

Funds holding: 224 → 260 (+36)

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
46
Increased
127
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$28.8M
2
Lido Advisors
Lido Advisors
California
+$12.8M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$11.4M
4
TC
Trilogy Capital
California
+$7.86M
5
Wells Fargo
Wells Fargo
California
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$6.61M
2
MFWM
Motley Fool Wealth Management
Virginia
-$4.29M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.28M
5
Ameriprise
Ameriprise
Minnesota
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
226
Orion Capital Management
California
$84K +$83.7K +3,831 New
AA
227
AlphaMark Advisors
Kentucky
$79K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$78K – – –
BWM
229
BerganKDV Wealth Management
Minnesota
$74K +$21K +960 +40%
SFS
230
Sowell Financial Services
Arkansas
$66K – – –
Deutsche Bank
231
Deutsche Bank
Germany
$66K +$65.6K +3,000 New
NFSG
232
Newbridge Financial Services Group
Florida
$61K – – –
WB
233
Webster Bank
Connecticut
$55K +$54.6K +2,500 New
ST
234
Smithfield Trust
Pennsylvania
$52K -$1.31K -60 -2%
APWA
235
Atlas Private Wealth Advisors
New Jersey
$52K – – –
BC
236
Barnett & Company
Tennessee
$52K – – –
RA
237
Reby Advisors
Connecticut
$51K +$51.1K +2,340 New
IA
238
IFP Advisors
Florida
$50K -$76.5K -3,503 -61%
NFG
239
Next Financial Group
Texas
$41K +$197 +9 +0.5%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$38K +$37.7K +1,725 New
IA
241
IFS Advisors
Kansas
$38K +$38.3K +1,754 New
APA
242
American Portfolios Advisors
New York
$38K – – –
BCA
243
Bray Capital Advisors
Florida
$35K +$35.1K +1,605 New
AWM
244
Avior Wealth Management
Nebraska
$33K +$175 +8 +0.5%
CHA
245
Carmichael Hill & Associates
Maryland
$32K – – –
BW
246
Bison Wealth
Georgia
$31K – – –
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$1.73K +79 +8%
RIM
248
Rockbridge Investment Management
New York
$14K – – –
HFA
249
HC Financial Advisors
California
$13K – – –
MAM
250
Marquette Asset Management
Minnesota
$13K – – –
7 8 9
10
11

BSCN Hedge Fund Activity: Q4 2020 in Review

260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2020, worth a combined $1.04B — up 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BSCN positions and 7 closed out — a net gain of 39 holders — while 127 added to existing stakes and 45 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $28.8M. The largest seller was Brookstone Capital Management, cutting an estimated $6.61M.

  • 260 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2020, up from 224 in Q3 2020.
  • Funds reported $1.04B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 46 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2020 and 7 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $28.8M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2020.