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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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264 hedge funds and large institutions have $1.34B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 63

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $1.15B → $1.34B (+$190M)

4% more funds holding

Funds holding: 254 → 264 (+10)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.6%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
30
Increased
123
Reduced
63
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$102M
2
CCC
Crescent Capital Consulting
Louisiana
+$15.5M
3
SCA
Stonebridge Capital Advisors
Minnesota
+$10.7M
4
MFWM
Motley Fool Wealth Management
Virginia
+$9.45M
5
ADL
Asset Dedication LLC
California
+$7.95M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$13.7M
2
Wells Fargo
Wells Fargo
California
-$10.7M
3
VA
Valmark Advisers
Ohio
-$4.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.39M
5
Ameriprise
Ameriprise
Minnesota
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
76
Gryphon Financial Partners
Ohio
$3.23M +$195K +8,975 +6%
P
77
Paradiem
Louisiana
$3.07M +$99.7K +4,582 +3%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$3M +$69.4K +3,189 +2%
BFA
79
Beaumont Financial Advisors
Massachusetts
$2.95M -$54.8K -2,516 -2%
RS
80
Retirement Solution
Washington
$2.72M -$169K -7,775 -6%
SPC
81
Sigma Planning Corp
Michigan
$2.69M +$315K +14,471 +13%
IF
82
IRON Financial
Illinois
$2.61M +$2.61M +120,101 New
4FG
83
4Thought Financial Group
New York
$2.58M +$96.4K +4,428 +4%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$2.56M +$397K +18,261 +18%
FAG
85
Financial Advisory Group
Texas
$2.47M +$16.4K +755 +0.7%
PMG
86
ProVise Management Group
Florida
$2.45M +$138K +6,320 +6%
AA
87
Addison Advisors
Vermont
$2.38M +$2.39M +109,758 New
MML Investors Services
88
MML Investors Services
Massachusetts
$2.34M +$64.3K +2,956 +3%
SBL
89
Sargent Bickham Lagudis
Colorado
$2.23M -$43K -1,977 -2%
EWM
90
Empirical Wealth Management
Washington
$2.2M +$376K +17,269 +21%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$2.14M +$200K +9,195 +10%
SFA
92
Souders Financial Advisors
Ohio
$2.13M +$75.1K +3,451 +4%
KIG
93
Kessler Investment Group
Indiana
$2.11M +$1.43M +65,869 +211%
KAS
94
Kestra Advisory Services
Texas
$2.07M -$3.71M -170,481 -64%
RW
95
RVW Wealth
California
$2M -$7.64K -351 -0.4%
AIFAIM
96
American Institute for Advanced Investment Management
Arizona
$1.96M +$217K +9,950 +12%
WIC
97
Whitegate Investment Counselors
New Hampshire
$1.92M +$214K +9,820 +13%
LIM
98
Leavell Investment Management
Alabama
$1.91M – – –
GWM
99
GSB Wealth Management
Connecticut
$1.88M -$725K -33,300 -28%
BFA
100
Benedict Financial Advisors
Georgia
$1.86M +$125K +5,744 +7%
2 3
4
5 6

BSCN Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q2 2021, worth a combined $1.34B — up 16% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSCN positions and 18 closed out — a net gain of 12 holders — while 123 added to existing stakes and 63 trimmed.

The largest buyer was Lido Advisors, adding an estimated $102M. The largest seller was Brookstone Capital Management, cutting an estimated $13.7M.

  • 264 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q2 2021, up from 254 in Q1 2021.
  • Funds reported $1.34B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 30 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q2 2021 and 18 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q2 2021 was Lido Advisors, an estimated $102M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q2 2021 was Brookstone Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2021.