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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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200 hedge funds and large institutions have $625M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 18

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

19% more capital invested

Capital invested by funds: $524M → $625M (+$101M)

13% more funds holding

Funds holding: 177 → 200 (+23)

Holders
200
Holders Change
+23
Holders Change %
+12.99%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
39
Increased
117
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$6.98M
3
BCM
Brookstone Capital Management
Illinois
+$6.37M
4
RJA
Raymond James & Associates
Florida
+$5.8M
5
Morgan Stanley
Morgan Stanley
New York
+$5.32M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$18M
2
Ameriprise
Ameriprise
Minnesota
-$3.34M
3
PAG
Private Advisory Group
Washington
-$1.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$1M
5
CPC
Cookson Peirce & Co
Pennsylvania
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
26
Mirador Capital Partners
California
$6.36M +$420K +19,739 +7%
RMDI
27
R.M. Davis Inc
Maine
$5.66M +$615K +28,904 +12%
SEEDPG
28
S.E.E.D. Planning Group
New York
$5.02M +$5.01M +235,396 New
ADL
29
Asset Dedication LLC
California
$4.95M +$691K +32,460 +16%
KA
30
Klingman & Associates
New York
$4.67M +$624K +29,300 +15%
FA
31
FCG Advisors
New Jersey
$4.47M +$571K +26,843 +15%
IAS
32
IMA Advisory Services
Colorado
$4.15M +$70.6K +3,317 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.09M +$191K +8,964 +5%
Stifel Financial
34
Stifel Financial
Missouri
$4M +$3.2M +150,220 +395%
AMG
35
Advisors Management Group
Wisconsin
$3.73M +$2.06M +96,784 +124%
RSC
36
Red Spruce Capital
Pennsylvania
$3.52M +$3.52M +165,259 New
AIM
37
Anchor Investment Management
South Carolina
$3.31M +$161K +7,563 +5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$3.14M +$300K +14,115 +11%
DFG
39
DWM Financial Group
Illinois
$3.13M +$3.12M +146,659 New
RBCM
40
Raub Brock Capital Management
California
$3.09M +$91.7K +4,310 +3%
TA
41
TCG Advisors
Texas
$3.08M +$551K +25,895 +22%
AP
42
Atwood & Palmer
Missouri
$3.08M +$298K +14,001 +11%
CCM
43
Cribstone Capital Management
Maine
$2.85M +$275K +12,905 +11%
HWA
44
Heartwood Wealth Advisors
Virginia
$2.61M +$2.6M +122,406 New
JP Morgan Chase
45
JP Morgan Chase
New York
$2.58M +$1.69M +79,215 +190%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.57M +$319K +15,000 +14%
FC
47
FCA Corp
Texas
$2.51M +$186K +8,744 +8%
EC
48
Estate Counselors
Wisconsin
$2.42M +$2.42M +113,500 New
FAG
49
Financial Advisory Group
Texas
$2.34M +$87.2K +4,097 +4%
LFAS
50
Level Four Advisory Services
Texas
$2.31M +$145K +6,835 +7%
1
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3 4 5

BSCN Hedge Fund Activity: Q4 2019 in Review

200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2019, worth a combined $625M — up 19% from $524M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSCN positions and 13 closed out — a net gain of 26 holders — while 117 added to existing stakes and 18 trimmed.

The largest buyer was Shufro Rose & Co, adding an estimated $27.4M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $18M sold.

  • 200 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2019, up from 177 in Q3 2019.
  • Funds reported $625M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 39 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2019 and 13 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2019 was Shufro Rose & Co, an estimated $27.4M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2019 was Cresset Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2019.