Invesco BulletShares 2023 Corporate Bond ETF
BSCN
BSCN was delisted on the 15th of December, 2023.
306 hedge funds and large institutions have $1.6B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 105 reducing their positions, and 27 closing their positions.
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
19% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 105
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
1% more funds holding
Funds holding: 302 → 306 (+4)
2% less capital invested
Capital invested by funds: $1.63B → $1.6B (-$30.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$19.7M |
| 2 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
+$7.97M |
| 3 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$6.54M |
| 4 |
KMC
Kirr Marbach & Co
Columbus,
Indiana
|
+$5.93M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$53.3M |
| 2 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$16.6M |
| 3 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$11.1M |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$10.5M |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$4.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
326
Estate Counselors
Thiensville,
Wisconsin
| – | -$53K | -2,500 | Closed |
|
|
FMTCOCP
327
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| – | -$25K | -1,150 | Closed |
|
|
BAM
328
Baldrige Asset Management
Allentown,
Pennsylvania
| – | -$20K | -944 | Closed |
|
|
CA
329
CoreCap Advisors
Southfield,
Michigan
| – | -$12K | -565 | Closed |
|
|
TCOV
330
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -148 | Closed |
|
|
EA
331
Evolution Advisers
Richmond,
Virginia
| – | -$3K | -140 | Closed |
|
|
M
332
MOTCO
San Antonio,
Texas
| – | -$2.72K | -128 | -98% |
|
|
RG
333
Retirement Group
San Diego,
California
| – | -$2K | -96 | Closed |
|
334
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | -50% |
|
BSCN Hedge Fund Activity: Q1 2022 in Review
306 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2022, worth a combined $1.6B — down 1.9% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BSCN positions and 27 closed out — a net gain of 9 holders — while 125 added to existing stakes and 105 trimmed.
The largest buyer was Advisors Preferred, adding an estimated $19.7M. The largest seller was Lido Advisors, cutting an estimated $53.3M.
- 306 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2022, up from 302 in Q4 2021.
- Funds reported $1.6B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
- 36 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2022 and 27 closed out, a net change of +9 holders.
- The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2022 was Advisors Preferred, an estimated $19.7M added.
- The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2022 was Lido Advisors, an estimated $53.3M sold.
Based on aggregated 13F filings for Q1 2022.