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BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

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

125 hedge funds and large institutions have $326M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

228% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

21% more funds holding

Funds holding: 103125 (+22)

15% more capital invested

Capital invested by funds: $283M → $326M (+$43.3M)

Holders
125
Holders Change
+22
Holders Change %
+21.36%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
31
Increased
59
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Ballew Advisors
Mississippi
$293K +$261K +12,988 +1,031%
FFW
77
Fusion Family Wealth
New York
$281K
BFA
78
Benedict Financial Advisors
Georgia
$279K +$28.5K +1,418 +11%
SPC
79
Sigma Planning Corp
Michigan
$277K +$33.9K +1,686 +14%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$255K
EWA
81
EP Wealth Advisors
California
$238K +$237K +11,795 New
FNC
82
First National Corp
Massachusetts
$232K +$231K +11,500 New
VCM
83
Vigilant Capital Management
Maine
$231K -$10.1K -505 -4%
SFWC
84
Strategic Family Wealth Counselors
New Jersey
$227K +$226K +11,256 New
SI
85
Stephens Inc
Arkansas
$226K
HWA
86
HHM Wealth Advisors
Tennessee
$225K +$224K +11,158 New
FFIC
87
First Fiduciary Investment Counsel
Ohio
$209K
MIAN
88
Mariner Independent Advisor Network
Kansas
$205K
PWMG
89
Prestige Wealth Management Group
New Jersey
$200K +$199K +9,920 New
ASN
90
Advisory Services Network
Georgia
$174K +$9K +448 +5%
SWA
91
Sutton Wealth Advisors
Florida
$168K +$167K +8,334 New
BC
92
Barnett & Company
Tennessee
$151K
William Blair & Company
93
William Blair & Company
Illinois
$137K +$137K +6,796 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K +$126K +6,250 New
BBHC
95
Brown Brothers Harriman & Co
New York
$120K
IA
96
IFP Advisors
Florida
$113K -$463K -23,063 -80%
LDFR
97
Lehman & Derafelo Financial Resources
Pennsylvania
$96K +$95.7K +4,762 New
NSG
98
Nalls Sherbakoff Group
Tennessee
$92K +$91.3K +4,546 New
LFG
99
LifePlan Financial Group
Ohio
$83K
FCA
100
FinTrust Capital Advisors
South Carolina
$79K +$78.4K +3,901 New

BSCN Hedge Fund Activity: Q4 2018 in Review

125 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2018, worth a combined $326M — up 15% from $283M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCN positions and 8 closed out — a net gain of 23 holders — while 59 added to existing stakes and 18 trimmed.

The largest buyer was Evanston Advisors, adding an estimated $15.5M. The largest seller was First Command Bank, cutting an estimated $7.59M.

  • 125 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2018, up from 103 in Q3 2018.
  • Funds reported $326M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2018 and 8 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2018 was Evanston Advisors, an estimated $15.5M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2018 was First Command Bank, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2018.