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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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158 hedge funds and large institutions have $391M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 79 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 12

277% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 13

26% more funds holding

Funds holding: 125 → 158 (+33)

20% more capital invested

Capital invested by funds: $326M → $391M (+$65.4M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
158
Holders Change
+33
Holders Change %
+26.4%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
49
Increased
79
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$19.9M
2
BCM
Brookstone Capital Management
Illinois
+$12.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.25M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$4.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
PV
Private Vista
Illinois
-$14.1M
2
CWM
CMH Wealth Management
New Hampshire
-$2.46M
3
FTUS
Flow Traders U.S.
New York
-$637K
4
BCM
Bluefin Capital Management
New York
-$613K
5
MIM
Macroview Investment Management
Maryland
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
76
Strategic Family Wealth Counselors
New Jersey
$575K +$335K +16,368 +145%
CDIA
77
Capital Directions Investment Advisors
Georgia
$574K +$8.2K +400 +1%
ACM
78
AlphaStar Capital Management
North Carolina
$548K +$540K +26,326 New
UCFA
79
United Capital Financial Advisors
Texas
$482K -$30.7K -1,500 -6%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$482K +$432K +21,087 +1,019%
HH
81
Hilltop Holdings
Texas
$452K +$446K +21,740 New
DP
82
Denver PWM
Colorado
$444K +$439K +21,400 New
MWM
83
Meridian Wealth Management
Kentucky
$436K – – –
CCG
84
Cypress Capital Group
Florida
$427K +$62.8K +3,063 +18%
WIA
85
Wealthstreet Investment Advisors
Texas
$426K +$420K +20,500 New
SWA
86
Sutton Wealth Advisors
Florida
$410K +$233K +11,364 +136%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$403K +$138K +6,747 +53%
BWA
88
BDO Wealth Advisors
Florida
$402K +$396K +19,317 New
BTS
89
BB&T Securities
Virginia
$400K +$395K +19,249 New
TA
90
TCG Advisors
Texas
$395K +$389K +18,982 New
NA
91
NewEdge Advisors
Louisiana
$394K +$154K +7,515 +66%
KIG
92
Kessler Investment Group
Indiana
$392K +$386K +18,851 New
JP Morgan Chase
93
JP Morgan Chase
New York
$377K – – –
SBSB
94
Sullivan, Bruyette, Speros & Blaney
Virginia
$372K – – –
MA
95
MCF Advisors
Kentucky
$366K +$41 +2 +0%
BA
96
Ballew Advisors
Mississippi
$365K +$67.8K +3,306 +23%
BFA
97
Benedict Financial Advisors
Georgia
$344K +$56.1K +2,738 +20%
FAM
98
Flaharty Asset Management
Florida
$341K +$34.5K +1,685 +11%
IWM
99
IHT Wealth Management
Illinois
$339K +$334K +16,321 New
GRP
100
Global Retirement Partners
California
$329K – – –
2 3
4
5 6

BSCN Hedge Fund Activity: Q1 2019 in Review

158 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2019, worth a combined $391M — up 20% from $326M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BSCN positions and 13 closed out — a net gain of 36 holders — while 79 added to existing stakes and 12 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $19.9M. The largest seller was Private Vista, cutting an estimated $14.1M.

  • 158 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2019, up from 125 in Q4 2018.
  • Funds reported $391M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 49 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2019 and 13 closed out, a net change of +36 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2019 was Cresset Asset Management, an estimated $19.9M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2019 was Private Vista, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.