Invesco BulletShares 2023 Corporate Bond ETF
BSCN
BSCN was delisted on the 15th of December, 2023.
315 hedge funds and large institutions have $1.67B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 138 increasing their positions, 107 reducing their positions, and 20 closing their positions.
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
29% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 107
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
3% more funds holding
Funds holding: 306 → 315 (+9)
4% more capital invested
Capital invested by funds: $1.6B → $1.67B (+$66.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.2M |
| 2 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$19.2M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.83M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25M |
| 2 |
OA
Oakhurst Advisors
Los Angeles,
California
|
-$22.5M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$13.9M |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$5.94M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$3.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
326
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$286K | -13,589 | Closed |
|
|
BAM
327
Banta Asset Management
Newport Beach,
California
| – | -$212K | -10,050 | Closed |
|
|
ACM
328
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$208K | -9,840 | Closed |
|
|
RFWA
329
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$182K | -8,625 | Closed |
|
|
OFG
330
Oxford Financial Group
Carmel,
Indiana
| – | -$135K | -6,402 | Closed |
|
|
RIM
331
Rockbridge Investment Management
Syracuse,
New York
| – | -$121K | -5,745 | Closed |
|
|
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$96K | -4,530 | Closed |
|
|
AA
333
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$76K | -3,600 | Closed |
|
|
CT
334
Cambridge Trust
Cambridge,
Massachusetts
| – | -$53K | -2,532 | Closed |
|
|
GIA
335
GHP Investment Advisors
Denver,
Colorado
| – | -$30K | -1,429 | Closed |
|
336
Fidelity Investments
Boston,
Massachusetts
| – | +$42 | +2 | +200% |
|
BSCN Hedge Fund Activity: Q2 2022 in Review
315 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q2 2022, worth a combined $1.67B — up 4.2% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BSCN positions and 20 closed out — a net gain of 13 holders — while 138 added to existing stakes and 107 trimmed.
The largest buyer was Wells Fargo, adding an estimated $29.2M. The largest seller was Jane Street, exiting entirely with an estimated $25M sold.
- 315 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q2 2022, up from 306 in Q1 2022.
- Funds reported $1.67B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q2 2022, up 4.2% quarter-over-quarter.
- 33 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q2 2022 and 20 closed out, a net change of +13 holders.
- The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $29.2M added.
- The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $25M sold.
Based on aggregated 13F filings for Q2 2022.