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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
SWA
126
Sutton Wealth Advisors
Florida
$420K – – –
PAS
127
Park Avenue Securities
New York
$416K +$416K +19,538 New
FCA
128
FinTrust Capital Advisors
South Carolina
$414K +$178K +8,378 +76%
AAS
129
Avantax Advisory Services
Texas
$407K +$129K +6,070 +46%
EPWM
130
Essex Private Wealth Management
Massachusetts
$407K +$406K +19,100 New
BA
131
Ballew Advisors
Mississippi
$402K -$1.08K -51 -0.3%
CMP
132
Courage Miller Partners
Virginia
$383K -$2.49K -117 -0.6%
Lido Advisors
133
Lido Advisors
California
$377K +$60.9K +2,862 +19%
MA
134
MCF Advisors
Kentucky
$375K +$21 +1 +0%
FFIC
135
First Fiduciary Investment Counsel
Ohio
$363K +$142K +6,685 +64%
GRP
136
Global Retirement Partners
California
$360K +$23.4K +1,100 +7%
IAA
137
Independent Advisor Alliance
North Carolina
$355K +$354K +16,654 New
QCM
138
Quest Capital Management
Texas
$343K – – –
SI
139
Stephens Inc
Arkansas
$341K +$36.3K +1,706 +12%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$328K +$26.3K +1,235 +9%
ASN
141
Advisory Services Network
Georgia
$327K +$468 +22 +0.1%
SBSB
142
Sullivan, Bruyette, Speros & Blaney
Virginia
$327K +$49.1K +2,305 +18%
WIC
143
Whitegate Investment Counselors
New Hampshire
$321K +$70.4K +3,310 +28%
AA
144
Ancora Advisors
Ohio
$320K +$319K +15,000 New
OMC
145
Old Mission Capital
Illinois
$319K +$319K +14,979 New
ATC
146
Argent Trust Co
Tennessee
$298K – – –
VCM
147
Vigilant Capital Management
Maine
$290K +$11.4K +535 +4%
TW
148
TrinityPoint Wealth
Connecticut
$289K – – –
EI
149
Ellevest Inc
New York
$284K +$199K +9,364 +237%
HWA
150
HHM Wealth Advisors
Tennessee
$278K – – –
4 5
6
7 8

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.