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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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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
SI
76
Stephens Inc
Arkansas
$2.75M +$2.07M +94,558 +305%
EC
77
Estate Counselors
Wisconsin
$2.64M +$163K +7,470 +7%
MA
78
Montag & Associates
Georgia
$2.58M +$2.57M +117,623 New
FAG
79
Financial Advisory Group
Texas
$2.5M -$17.5K -800 -0.7%
CCC
80
Crescent Capital Consulting
Louisiana
$2.47M +$2.47M +112,816 New
SRC
81
Shufro Rose & Co
New York
$2.39M +$35K +1,600 +1%
SPC
82
Sigma Planning Corp
Michigan
$2.33M +$220K +10,090 +10%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.33M -$23.9K -1,094 -1%
CWM
84
Cornerstone Wealth Management
Missouri
$2.31M +$1.49M +68,254 +184%
AIM
85
Aspen Investment Management
Michigan
$2.25M +$775K +35,471 +53%
SBL
86
Sargent Bickham Lagudis
Colorado
$2.24M -$67.6K -3,094 -3%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.23M +$567K +25,936 +34%
OIM
88
Oder Investment Management
California
$2.19M +$2.18M +99,886 New
EWM
89
Empirical Wealth Management
Washington
$2.16M +$67.9K +3,106 +3%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$2.01M – – –
SFA
91
Souders Financial Advisors
Ohio
$2.01M +$41.6K +1,904 +2%
RW
92
RVW Wealth
California
$2M -$102K -4,683 -5%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$1.95M +$967K +44,234 +99%
FAM
94
Flaharty Asset Management
Florida
$1.85M – – –
LOPW
95
Live Oak Private Wealth
North Carolina
$1.83M – – –
LIM
96
Leavell Investment Management
Alabama
$1.83M +$372K +17,025 +26%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$1.83M +$144K +6,599 +9%
RCA
98
Reitz Capital Advisors
Michigan
$1.7M -$99K -4,530 -6%
CB
99
Commerce Bank
Missouri
$1.7M – – –
CCG
100
Cypress Capital Group
Florida
$1.65M +$167K +7,629 +11%
2 3
4
5 6

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.