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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
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$248K +$34K +1,600 +16%
OIA
152
Optimum Investment Advisors
Illinois
$240K +$127K +5,950 +112%
AC
153
AlphaCore Capital
California
$239K +$238K +11,201 New
FA
154
FC Advisory
Pennsylvania
$232K +$7.87K +370 +4%
MIAN
155
Mariner Independent Advisor Network
Kansas
$223K +$2.15K +101 +1%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K +$81.9K +3,850 +59%
FFW
157
Fusion Family Wealth
New York
$219K – – –
IA
158
IFP Advisors
Florida
$218K +$1.13K +53 +0.5%
BCFS
159
Butensky & Cohen Financial Security
Florida
$217K +$216K +10,167 New
CCFM
160
Clear Creek Financial Management
Washington
$216K – – –
NRI
161
NFP Retirement Inc
California
$212K +$212K +9,960 New
WA
162
WESPAC Advisors
California
$209K +$209K +9,810 New
WP
163
WealthSource Partners
California
$207K +$207K +9,705 New
WCM
164
Whitener Capital Management
North Carolina
$206K +$25.5K +1,200 +14%
GEA
165
Glen Eagle Advisors
New Jersey
$175K +$72K +3,385 +70%
SFS
166
Sowell Financial Services
Arkansas
$139K +$138K +6,508 New
GWM
167
Geneos Wealth Management
Colorado
$118K +$118K +5,567 New
MIM
168
Macroview Investment Management
Maryland
$116K -$27.8K -1,305 -19%
FANJ
169
Financial Architects (New Jersey)
New Jersey
$108K +$22.5K +1,059 +26%
CI
170
CX Institutional
Indiana
$104K – – –
KPCM
171
Kings Point Capital Management
New York
$90K – – –
LFG
172
LifePlan Financial Group
Ohio
$88K – – –
FWP
173
FAS Wealth Partners
Kansas
$87K +$86.5K +4,064 New
WQ
174
Wealth Quarterback
New Jersey
$83.4K +$1.18M +55,549 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$78K – – –
5 6
7
8 9

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.