We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

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

338 hedge funds and large institutions have $1.89B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% less capital invested

Capital invested by funds: $1.95B → $1.89B (-$64M)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1% less funds holding

Funds holding: 343338 (-5)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

Holders
338
Holders Change
-5
Holders Change %
-1.46%
% of All Funds
5.39%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
33
Increased
122
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORC
276
O'Rourke & Company
Massachusetts
$264K -$9.62K -457 -4%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$261K +$5.24K +249 +2%
WCM
278
Whitener Capital Management
North Carolina
$252K +$6.31K +300 +3%
MA
279
MONECO Advisors
Connecticut
$251K +$24.5K +1,162 +11%
SEIA
280
Signature Estate & Investment Advisors
California
$250K
WHCI
281
W.H. Cornerstone Investments
Massachusetts
$247K -$17.6K -836 -7%
LNC
282
Lincoln National Corp
Pennsylvania
$244K -$505K -23,978 -67%
AWA
283
Arkadios Wealth Advisors
Georgia
$243K +$243K +11,533 New
NPP
284
New Potomac Partners
Maryland
$242K -$4.21K -200 -2%
KF
285
Krilogy Financial
Missouri
$230K +$230K +10,932 New
CIA
286
Cape Investment Advisory
Georgia
$230K +$230K +10,918 New
FAIM
287
Financial Advocates Investment Management
Washington
$222K +$12.4K +590 +6%
PWM
288
Paulson Wealth Management
Illinois
$222K -$11K -525 -5%
LC
289
Legacy CG
Texas
$218K -$3.71M -176,500 -94%
ASN
290
Advisory Services Network
Georgia
$211K -$11.3K -536 -5%
DC
291
Davenport & Co
Virginia
$209K -$98.9K -4,700 -32%
WQ
292
Wealth Quarterback
New Jersey
$205K -$15.2K -722 -7%
MFP
293
Meridian Financial Partners
Virginia
$202K
AIP
294
Ameritas Investment Partners
Nebraska
$198K -$36.3K -1,726 -16%
AF
295
Advisornet Financial
Minnesota
$185K +$30.5K +1,449 +20%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$176K
HWA
297
HHM Wealth Advisors
Tennessee
$172K
SWA
298
Sutton Wealth Advisors
Florida
$171K
WAM
299
Worth Asset Management
Texas
$164K +$13.1K +621 +9%
AAS
300
Ameritas Advisory Services
Nebraska
$153K +$153K +7,274 New

BSCN Hedge Fund Activity: Q1 2023 in Review

338 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2023, worth a combined $1.89B — down 3.3% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCN positions and 27 closed out — a net gain of 6 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Bank of America, cutting an estimated $19.9M.

  • 338 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2023, down from 343 in Q4 2022.
  • Funds reported $1.89B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2023 and 27 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $25.4M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2023.