We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

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

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: 1013 (+3)

7% more capital invested

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

5% more funds holding

Funds holding: 200209 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
Harfst & Associates
Wyoming
$272K +$277K +13,125 New
RFWA
152
RPg Family Wealth Advisory
Massachusetts
$267K +$26.4K +1,250 +11%
WP
153
WealthSource Partners
California
$263K +$63.3K +3,000 +31%
NF
154
Nikulski Financial
Iowa
$254K +$259K +12,275 New
CWP
155
Capital Wealth Planning
Florida
$253K +$258K +12,212 New
OIA
156
Optimum Investment Advisors
Illinois
$234K
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K +$20K +950 +9%
AC
158
AlphaCore Capital
California
$232K
BCFS
159
Butensky & Cohen Financial Security
Florida
$230K +$19.2K +910 +9%
SWM
160
Sculati Wealth Management
Michigan
$227K +$231K +10,960 New
ASN
161
Advisory Services Network
Georgia
$226K -$94K -4,456 -29%
FA
162
FC Advisory
Pennsylvania
$226K +$865 +41 +0.4%
BA
163
Ballew Advisors
Mississippi
$222K -$171K -8,115 -43%
MIAN
164
Mariner Independent Advisor Network
Kansas
$217K +$2.79K +132 +1%
FFW
165
Fusion Family Wealth
New York
$213K
ISB
166
Iowa State Bank
Iowa
$210K +$214K +10,122 New
NRI
167
NFP Retirement Inc
California
$208K +$1.6K +76 +0.8%
BWA
168
BDO Wealth Advisors
Florida
$207K -$597K -28,283 -74%
ATC
169
Argent Trust Co
Tennessee
$207K -$84.4K -4,000 -29%
BII
170
Bainco International Investors
Massachusetts
$176K +$179K +8,505 New
KFI
171
Key Financial Inc
Pennsylvania
$169K +$172K +8,129 New
FANJ
172
Financial Architects (New Jersey)
New Jersey
$156K +$51.7K +2,452 +48%
GEA
173
Glen Eagle Advisors
New Jersey
$152K -$18.6K -880 -11%
IA
174
IFP Advisors
Florida
$141K -$68.2K -3,232 -31%
GSWM
175
Golden State Wealth Management
California
$137K +$139K +6,600 New

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.