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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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224 hedge funds and large institutions have $875M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 129 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 39

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $787M → $875M (+$87.4M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more funds holding

Funds holding: 218 → 224 (+6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $659K

Holders
224
Holders Change
+6
Holders Change %
+2.75%
% of All Funds
4.52%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
20
Increased
129
Reduced
39
Closed
12
Calls
–
Puts
$659K
Net Calls
-$659K
Net Calls Change
-$659K

Top Buyers

Rank Fund Capital Flow
1
SFG
SNS Financial Group
Minnesota
+$12.9M
2
YIA
YHB Investment Advisors
Connecticut
+$9.34M
3
SPA
Sentinel Pension Advisors
Massachusetts
+$7.92M
4
BCM
Brookstone Capital Management
Illinois
+$7.48M
5
Ameriprise
Ameriprise
Minnesota
+$7.28M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$27.5M
2
KA
Klingman & Associates
New York
-$5.63M
3
TA
TCG Advisors
Texas
-$4.88M
4
RBCM
Raub Brock Capital Management
California
-$2.91M
5
EWM
Edge Wealth Management
New York
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Marietta Wealth Management
Georgia
$9.83M +$903K +41,322 +10%
YIA
27
YHB Investment Advisors
Connecticut
$9.31M +$9.34M +427,471 New
EWM
28
Edge Wealth Management
New York
$9.29M -$2.91M -133,065 -24%
RMDI
29
R.M. Davis Inc
Maine
$8.72M +$1.78M +81,650 +26%
SCA
30
Stonebridge Capital Advisors
Minnesota
$8.16M +$409K +18,717 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$7.96M +$342K +15,657 +4%
AP
32
Advisors Preferred
Maryland
$7.93M +$3.03M +138,800 +62%
SPA
33
Sentinel Pension Advisors
Massachusetts
$7.9M +$7.92M +362,459 New
SEEDPG
34
S.E.E.D. Planning Group
New York
$7.47M +$1.09M +49,836 +17%
MCP
35
Mirador Capital Partners
California
$7.43M +$702K +32,141 +10%
FC
36
FCA Corp
Texas
$7.21M +$185K +8,451 +3%
ADL
37
Asset Dedication LLC
California
$6.78M +$2.61M +119,444 +62%
Lido Advisors
38
Lido Advisors
California
$6.59M +$860K +39,371 +15%
JP Morgan Chase
39
JP Morgan Chase
New York
$6.46M +$2.32M +106,327 +56%
FA
40
FCG Advisors
New Jersey
$5.97M +$498K +22,781 +9%
IAS
41
IMA Advisory Services
Colorado
$5.89M +$1.47M +67,355 +33%
Osaic Holdings
42
Osaic Holdings
Arizona
$5.59M +$242K +11,092 +5%
TC
43
Tatro Capital
Kentucky
$5.21M +$5.02M +229,802 +2,470%
Stifel Financial
44
Stifel Financial
Missouri
$4.92M +$175K +7,986 +4%
BWM
45
BCS Wealth Management
Tennessee
$4.72M +$194K +8,878 +4%
GI
46
Gradient Investments
Minnesota
$4.63M -$2.15M -98,585 -32%
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$4.6M +$648K +29,650 +16%
AMG
48
Advisors Management Group
Wisconsin
$4.41M -$8.3K -380 -0.2%
NCM
49
Novare Capital Management
North Carolina
$4.14M +$1.15M +52,460 +38%
AP
50
Atwood & Palmer
Missouri
$4.08M +$412K +18,853 +11%
1
2
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BSCN Hedge Fund Activity: Q3 2020 in Review

224 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2020, worth a combined $875M — up 11% from $787M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCN positions and 12 closed out — a net gain of 8 holders — while 129 added to existing stakes and 39 trimmed.

The largest buyer was SNS Financial Group, adding an estimated $12.9M. The largest seller was Shufro Rose & Co, cutting an estimated $27.5M.

  • 224 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2020, up from 218 in Q2 2020.
  • Funds reported $875M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2020 and 12 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2020 was SNS Financial Group, an estimated $12.9M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2020 was Shufro Rose & Co, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2020.