We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2223 (+1)

1% more funds holding

Funds holding: 302306 (+4)

2% less capital invested

Capital invested by funds: $1.63B → $1.6B (-$30.7M)

Holders
306
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.83%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
36
Increased
125
Reduced
105
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$7.21M +$717K +33,715 +11%
JP Morgan Chase
52
JP Morgan Chase
New York
$7.17M +$957K +45,023 +15%
CAM
53
Cresset Asset Management
Illinois
$7.02M -$159K -7,476 -2%
PAG
54
Private Advisor Group
New Jersey
$6.99M +$970K +45,629 +16%
RSC
55
Red Spruce Capital
Pennsylvania
$6.58M +$1.4M +65,710 +27%
TF
56
TLWM Financial
Texas
$6.49M +$406K +19,116 +7%
BWM
57
BCS Wealth Management
Tennessee
$6.45M -$784K -36,884 -11%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$6.44M +$180K +8,450 +3%
GB
59
Goepper Burkhardt
South Carolina
$6.32M +$206K +9,700 +3%
CC
60
Courier Capital
New York
$6.31M -$541K -25,440 -8%
KMC
61
Kirr Marbach & Co
Indiana
$5.88M +$5.93M +278,888 New
AIM
62
Anchor Investment Management
South Carolina
$5.62M +$339K +15,956 +6%
HCM
63
Hengehold Capital Management
Ohio
$5.59M +$324K +15,252 +6%
AWS
64
Atria Wealth Solutions
New York
$5.55M +$5.59M +263,230 New
AIM
65
Aspen Investment Management
Michigan
$5.48M +$616K +28,999 +13%
KPWS
66
Kestra Private Wealth Services
Texas
$5.45M +$113K +5,318 +2%
PWSG
67
Pacific Wealth Strategies Group
California
$5.04M -$54.3K -2,554 -1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$4.71M -$440K -20,696 -8%
TC
69
Trilogy Capital
California
$4.69M +$214K +10,080 +5%
IF
70
IRON Financial
Illinois
$4.63M +$1.08M +50,721 +30%
EWM
71
Edge Wealth Management
New York
$4.44M -$168K -7,899 -4%
TWP
72
Total Wealth Planning
Ohio
$4.29M +$4.32M +203,169 New
WP
73
WealthSource Partners
California
$4.28M +$4.07M +191,533 +1,676%
SIC
74
SFE Investment Counsel
California
$4.24M +$212K +9,978 +5%
LIM
75
Leavell Investment Management
Alabama
$4.21M +$289K +13,576 +7%

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.