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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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200 hedge funds and large institutions have $625M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 18

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

19% more capital invested

Capital invested by funds: $524M → $625M (+$101M)

13% more funds holding

Funds holding: 177 → 200 (+23)

Holders
200
Holders Change
+23
Holders Change %
+12.99%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
39
Increased
117
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
+$27.4M
2
Bank of America
Bank of America
North Carolina
+$6.98M
3
BCM
Brookstone Capital Management
Illinois
+$6.37M
4
RJA
Raymond James & Associates
Florida
+$5.8M
5
Morgan Stanley
Morgan Stanley
New York
+$5.32M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$18M
2
Ameriprise
Ameriprise
Minnesota
-$3.34M
3
PAG
Private Advisory Group
Washington
-$1.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$1M
5
CPC
Cookson Peirce & Co
Pennsylvania
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
76
Oliver Luxxe Assets
New Jersey
$1.15M +$99K +4,652 +9%
RW
77
RVW Wealth
California
$1.12M -$11.8K -553 -1%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$1.1M -$12.8K -600 -1%
SFWC
79
Strategic Family Wealth Counselors
New Jersey
$1.07M +$181K +8,511 +20%
IF
80
Ironwood Financial
Arizona
$1.06M +$524K +24,604 +98%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M +$371K +17,446 +55%
RIS
82
Retirement Income Solutions
Michigan
$1.02M – – –
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1M – – –
BCM
84
Bluefin Capital Management
New York
$990K +$62.8K +2,951 +7%
IWP
85
Insight Wealth Partners
Texas
$977K +$975K +45,828 New
ACM
86
AlphaStar Capital Management
North Carolina
$963K +$46.6K +2,192 +5%
BCA
87
Bay Colony Advisors
Massachusetts
$931K -$378K -17,758 -29%
CIA
88
Capital Investment Advisors
Georgia
$906K +$401K +18,835 +80%
EWM
89
Edge Wealth Management
New York
$889K +$887K +41,700 New
WI
90
Wintrust Investments
Illinois
$884K +$543K +25,500 +159%
SC
91
Slow Capital
California
$883K +$882K +41,429 New
PFS
92
Prospera Financial Services
Texas
$858K +$331K +15,562 +63%
BWA
93
BDO Wealth Advisors
Florida
$816K -$46.2K -2,172 -5%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$795K -$649K -30,474 -45%
CA
95
Cetera Advisors
Colorado
$790K +$117K +5,482 +17%
WWM
96
Western Wealth Management
Colorado
$764K +$4K +188 +0.5%
AWM
97
AE Wealth Management
Kansas
$727K +$124K +5,807 +21%
3AM
98
3D Asset Management
Connecticut
$721K +$76.6K +3,598 +12%
VA
99
Valmark Advisers
Ohio
$715K +$714K +33,529 New
KIG
100
Kessler Investment Group
Indiana
$696K +$65.3K +3,070 +10%
2 3
4
5 6

BSCN Hedge Fund Activity: Q4 2019 in Review

200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2019, worth a combined $625M — up 19% from $524M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSCN positions and 13 closed out — a net gain of 26 holders — while 117 added to existing stakes and 18 trimmed.

The largest buyer was Shufro Rose & Co, adding an estimated $27.4M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $18M sold.

  • 200 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2019, up from 177 in Q3 2019.
  • Funds reported $625M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 39 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2019 and 13 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2019 was Shufro Rose & Co, an estimated $27.4M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2019 was Cresset Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2019.