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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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209 hedge funds and large institutions have $667M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 54

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

7% more capital invested

Capital invested by funds: $625M → $667M (+$41.8M)

5% more funds holding

Funds holding: 200 → 209 (+9)

Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
4.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
28
Increased
100
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$11.4M
3
Morgan Stanley
Morgan Stanley
New York
+$8.2M
4
EWM
Edge Wealth Management
New York
+$6.76M
5
Jane Street
Jane Street
New York
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.6M
2
Ameriprise
Ameriprise
Minnesota
-$8.27M
3
EB
Eastern Bank
Massachusetts
-$4.02M
4
DFG
DWM Financial Group
Illinois
-$3.13M
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
101
Kessler Investment Group
Indiana
$681K +$4.51K +214 +0.7%
CAN
102
Cetera Advisor Networks
California
$681K +$18.8K +893 +3%
PFS
103
Prospera Financial Services
Texas
$678K -$159K -7,522 -19%
AWM
104
AE Wealth Management
Kansas
$676K -$31.8K -1,505 -4%
CTA
105
Chesley Taft & Associates
Illinois
$664K +$10.5K +500 +2%
HB
106
Homrich & Berg
Georgia
$645K +$717 +34 +0.1%
BCM
107
Bluefin Capital Management
New York
$641K -$328K -15,544 -33%
TF
108
TLWM Financial
Texas
$634K +$645K +30,560 New
PAG
109
Private Advisory Group
Washington
$626K -$854K -40,487 -57%
ECM
110
Exchange Capital Management
Michigan
$618K +$69.2K +3,280 +12%
CDIA
111
Capital Directions Investment Advisors
Georgia
$607K +$40.5K +1,921 +7%
LIM
112
Leavell Investment Management
Alabama
$592K +$123K +5,840 +26%
SI
113
Stephens Inc
Arkansas
$590K +$263K +12,470 +78%
SWP
114
Stratos Wealth Partners
Ohio
$566K +$576K +27,325 New
Lido Advisors
115
Lido Advisors
California
$540K +$177K +8,372 +47%
AWM
116
Aevitas Wealth Management
Massachusetts
$537K -$115K -5,441 -17%
SWM
117
Segment Wealth Management
Texas
$537K +$19K +900 +4%
LW
118
Linscomb Wealth
Texas
$536K -$28.7K -1,362 -5%
CPIG
119
Chicago Partners Investment Group
Illinois
$532K -$110K -5,218 -17%
DBRC
120
D.B. Root & Company
Pennsylvania
$524K +$534K +25,325 New
UCFA
121
United Capital Financial Advisors
Texas
$506K -$21K -994 -4%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$464K -$23.8K -1,130 -5%
LWA
123
Lineweaver Wealth Advisors
Ohio
$463K +$2.36K +112 +0.5%
Truist Financial
124
Truist Financial
North Carolina
$462K -$18.4K -870 -4%
AIA
125
Avalon Investment & Advisory
Texas
$450K +$458K +21,710 New
3 4
5
6 7

BSCN Hedge Fund Activity: Q1 2020 in Review

209 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2020, worth a combined $667M — up 6.7% from $625M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCN positions and 16 closed out — a net gain of 12 holders — while 100 added to existing stakes and 54 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $13.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.6M.

  • 209 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2020, up from 200 in Q4 2019.
  • Funds reported $667M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2020, up 6.7% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2020 and 16 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2020 was Integrated Wealth Concepts, an estimated $13.2M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2020.