We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF
BSCN

Delisted

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

Back to rankings

260 hedge funds and large institutions have $1.04B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 7

182% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

19% more capital invested

Capital invested by funds: $875M → $1.04B (+$164M)

16% more funds holding

Funds holding: 224 → 260 (+36)

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
46
Increased
127
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$28.8M
2
Lido Advisors
Lido Advisors
California
+$12.8M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$11.4M
4
TC
Trilogy Capital
California
+$7.86M
5
Wells Fargo
Wells Fargo
California
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$6.61M
2
MFWM
Motley Fool Wealth Management
Virginia
-$4.29M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.28M
5
Ameriprise
Ameriprise
Minnesota
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GB
51
Goepper Burkhardt
South Carolina
$5.31M +$5.3M +242,543 New
Stifel Financial
52
Stifel Financial
Missouri
$5.04M +$93.4K +4,273 +2%
RSC
53
Red Spruce Capital
Pennsylvania
$5.01M +$1.11M +50,965 +29%
NCM
54
Novare Capital Management
North Carolina
$4.79M +$631K +28,860 +15%
AMG
55
Advisors Management Group
Wisconsin
$4.61M +$176K +8,047 +4%
OMC
56
Old Mission Capital
Illinois
$4.59M +$3.77M +172,731 +470%
GI
57
Gradient Investments
Minnesota
$4.57M -$57.6K -2,638 -1%
AIM
58
Anchor Investment Management
South Carolina
$4.45M +$359K +16,429 +9%
AP
59
Atwood & Palmer
Missouri
$4.37M +$274K +12,543 +7%
PWSG
60
Pacific Wealth Strategies Group
California
$4.23M +$368K +16,844 +10%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.98M +$1.33M +60,642 +50%
PAG
62
Private Advisor Group
New Jersey
$3.93M +$917K +41,973 +30%
VDI
63
Vaughan David Investments
Illinois
$3.7M +$1.03M +47,252 +39%
SIC
64
SFE Investment Counsel
California
$3.63M +$1.16M +53,303 +47%
BAM
65
Bruderman Asset Management
New York
$3.57M +$614K +28,104 +21%
IF
66
Ironwood Financial
Arizona
$3.47M +$482K +22,039 +16%
DFG
67
DWM Financial Group
Illinois
$3.42M -$23.7K -1,085 -0.7%
Jane Street
68
Jane Street
New York
$3.3M +$2.17M +99,398 +193%
TF
69
TLWM Financial
Texas
$3.22M +$351K +16,071 +12%
CC
70
Courier Capital
New York
$3.1M +$205K +9,369 +7%
HWA
71
Heartwood Wealth Advisors
Virginia
$3.04M +$98.3K +4,498 +3%
SFWC
72
Strategic Family Wealth Counselors
New Jersey
$3.02M +$37.5K +1,715 +1%
P
73
Paradiem
Louisiana
$2.98M +$2.98M +136,481 New
RS
74
Retirement Solution
Washington
$2.9M +$2.9M +132,662 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$2.88M +$154K +7,050 +6%
1 2
3
4 5

BSCN Hedge Fund Activity: Q4 2020 in Review

260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2020, worth a combined $1.04B — up 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BSCN positions and 7 closed out — a net gain of 39 holders — while 127 added to existing stakes and 45 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $28.8M. The largest seller was Brookstone Capital Management, cutting an estimated $6.61M.

  • 260 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2020, up from 224 in Q3 2020.
  • Funds reported $1.04B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 46 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2020 and 7 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $28.8M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2020.