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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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254 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 57

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

11% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$114M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 260 → 254 (-6)

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
26
Increased
128
Reduced
57
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$61.7M
2
HPC
HM Payson & Co
Maine
+$13.4M
3
Morgan Stanley
Morgan Stanley
New York
+$9.83M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$6.44M
5
SFG
SNS Financial Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$28.8M
2
KAS
Kestra Advisory Services
Texas
-$11.4M
3
BCM
Brookstone Capital Management
Illinois
-$10.1M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$5.03M
5
OMC
Old Mission Capital
Illinois
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
76
Estate Counselors
Wisconsin
$3.07M +$446K +20,425 +17%
GFP
77
Gryphon Financial Partners
Ohio
$3.04M +$3.05M +139,746 New
BFA
78
Beaumont Financial Advisors
Massachusetts
$3.01M -$5.03M -230,543 -63%
P
79
Paradiem
Louisiana
$2.98M +$7.38K +338 +0.2%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$2.94M +$82.1K +3,763 +3%
RS
81
Retirement Solution
Washington
$2.89M +$3.56K +163 +0.1%
GWM
82
GSB Wealth Management
Connecticut
$2.61M +$2.61M +119,800 New
4FG
83
4Thought Financial Group
New York
$2.49M +$2.49M +114,245 New
FAG
84
Financial Advisory Group
Texas
$2.46M -$28.8K -1,320 -1%
SPC
85
Sigma Planning Corp
Michigan
$2.38M +$66.4K +3,043 +3%
PMG
86
ProVise Management Group
Florida
$2.32M +$971K +44,519 +72%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.28M +$64.2K +2,940 +3%
SBL
88
Sargent Bickham Lagudis
Colorado
$2.28M +$50.1K +2,296 +2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$2.17M -$143K -6,543 -6%
SFA
90
Souders Financial Advisors
Ohio
$2.06M +$60.4K +2,770 +3%
SRC
91
Shufro Rose & Co
New York
$2.06M -$322K -14,755 -14%
NA
92
Nottingham Advisors
New York
$2.02M +$647K +29,667 +47%
RW
93
RVW Wealth
California
$2M -$7.83K -359 -0.4%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.95M – – –
Neuberger Berman Group
95
Neuberger Berman Group
New York
$1.94M – – –
LIM
96
Leavell Investment Management
Alabama
$1.91M +$94.9K +4,350 +5%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$1.84M +$21.1K +965 +1%
EWM
98
Empirical Wealth Management
Washington
$1.82M -$322K -14,756 -15%
LOPW
99
Live Oak Private Wealth
North Carolina
$1.82M – – –
HA
100
Harfst & Associates
Wyoming
$1.78M +$548K +25,092 +44%
2 3
4
5 6

BSCN Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2021, worth a combined $1.15B — up 11% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of BSCN and 26 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 128 added.

The largest buyer was Lido Advisors, adding an estimated $61.7M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $28.8M sold.

  • 254 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2021, down from 260 in Q4 2020.
  • Funds reported $1.15B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2021 and 27 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2021 was Lido Advisors, an estimated $61.7M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2021.