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BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

BSCN was delisted on the 15th of December, 2023.

218 hedge funds and large institutions have $787M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

18% more capital invested

Capital invested by funds: $667M → $787M (+$121M)

4% more funds holding

Funds holding: 209218 (+9)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
4.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
30
Increased
107
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
126
D.B. Root & Company
Pennsylvania
$649K +$96.7K +4,505 +18%
HB
127
Homrich & Berg
Georgia
$626K -$51.1K -2,382 -8%
SWM
128
Segment Wealth Management
Texas
$580K +$15.9K +740 +3%
AWM
129
Aevitas Wealth Management
Massachusetts
$560K -$4.12K -192 -0.7%
CPIG
130
Chicago Partners Investment Group
Illinois
$541K +$966 +45 +0.2%
FCA
131
FinTrust Capital Advisors
South Carolina
$495K +$33.5K +1,558 +7%
AUB
132
Atlantic Union Bankshares
Virginia
$493K +$177K +8,230 +57%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$487K
IWM
134
IHT Wealth Management
Illinois
$481K +$10.1K +471 +2%
LWA
135
Lineweaver Wealth Advisors
Ohio
$472K -$14.1K -656 -3%
DP
136
Denver PWM
Colorado
$469K +$87.1K +4,055 +23%
SFG
137
SNS Financial Group
Minnesota
$461K +$455K +21,203 New
LW
138
Linscomb Wealth
Texas
$458K -$103K -4,784 -19%
AAS
139
Avantax Advisory Services
Texas
$453K -$2.71K -126 -0.6%
FNC
140
First National Corp
Massachusetts
$436K +$430K +20,050 New
SWA
141
Sutton Wealth Advisors
Florida
$434K
AWM
142
AE Wealth Management
Kansas
$433K -$272K -12,684 -39%
Truist Financial
143
Truist Financial
North Carolina
$422K -$62.5K -2,909 -13%
EPWM
144
Essex Private Wealth Management
Massachusetts
$415K
UCFA
145
United Capital Financial Advisors
Texas
$411K -$118K -5,500 -23%
EI
146
Ellevest Inc
New York
$409K +$63.1K +2,937 +19%
GI
147
GS Investments
Minnesota
$401K
CMP
148
Courage Miller Partners
Virginia
$386K
MA
149
MCF Advisors
Kentucky
$381K
HWA
150
HHM Wealth Advisors
Tennessee
$371K +$61.7K +2,875 +20%

BSCN Hedge Fund Activity: Q2 2020 in Review

218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q2 2020, worth a combined $787M — up 18% from $667M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSCN positions and 20 closed out — a net gain of 10 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $25.2M. The largest seller was Brookstone Capital Management, cutting an estimated $14.6M.

  • 218 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q2 2020, up from 209 in Q1 2020.
  • Funds reported $787M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 30 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q2 2020 and 20 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q2 2020 was Motley Fool Wealth Management, an estimated $25.2M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q2 2020 was Brookstone Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2020.