Invesco BulletShares 2023 Corporate Bond ETF
BSCN
BSCN was delisted on the 15th of December, 2023.
272 hedge funds and large institutions have $1.46B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 13 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 61
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $1.34B → $1.46B (+$117M)
3% more funds holding
Funds holding: 264 → 272 (+8)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$76.9M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$8.49M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.94M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
-$11.6M |
| 2 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$9.8M |
| 3 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$7.6M |
| 4 |
Jane Street
New York
|
-$7.04M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
276
WealthShield Partners
Cary,
North Carolina
| – | -$355K | -16,322 | Closed |
|
|
TCA
277
Transcend Capital Advisors
Madison,
New Jersey
| – | -$309K | -14,269 | Closed |
|
|
ASN
278
Advisory Services Network
Atlanta,
Georgia
| – | -$229K | -10,549 | Closed |
|
|
PWP
279
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$143K | -6,578 | Closed |
|
|
CF
280
Centaurus Financial
Anaheim,
California
| – | -$128K | -5,900 | Closed |
|
|
SFPG
281
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$27K | -1,239 | Closed |
|
|
CB
282
Community Bank
Dewitt,
New York
| – | -$9K | -430 | Closed |
|
|
AWA
283
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$5K | -247 | Closed |
|
|
TCOV
284
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -148 | Closed |
|
285
Fidelity Investments
Boston,
Massachusetts
| – | +$22 | +1 | New |
|
|
FCAS
286
First Command Advisory Services
Fort Worth,
Texas
| – | +$5.8K | +267 | New |
|
BSCN Hedge Fund Activity: Q3 2021 in Review
272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2021, worth a combined $1.46B — up 8.7% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BSCN positions and 13 closed out — a net gain of 11 holders — while 138 added to existing stakes and 61 trimmed.
The largest buyer was Lido Advisors, adding an estimated $76.9M. The largest seller was Crescent Capital Consulting, cutting an estimated $11.6M.
- 272 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2021, up from 264 in Q2 2021.
- Funds reported $1.46B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2021, up 8.7% quarter-over-quarter.
- 24 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2021 and 13 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2021 was Lido Advisors, an estimated $76.9M added.
- The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2021 was Crescent Capital Consulting, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2021.