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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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260 hedge funds and large institutions have $1.04B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 7

182% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

19% more capital invested

Capital invested by funds: $875M → $1.04B (+$164M)

16% more funds holding

Funds holding: 224 → 260 (+36)

Holders
260
Holders Change
+36
Holders Change %
+16.07%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
46
Increased
127
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$28.8M
2
Lido Advisors
Lido Advisors
California
+$12.8M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$11.4M
4
TC
Trilogy Capital
California
+$7.86M
5
Wells Fargo
Wells Fargo
California
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$6.61M
2
MFWM
Motley Fool Wealth Management
Virginia
-$4.29M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.28M
5
Ameriprise
Ameriprise
Minnesota
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Aevitas Wealth Management
Massachusetts
$561K +$2.34K +107 +0.4%
SPIA
152
Steward Partners Investment Advisory
New York
$555K +$392K +17,954 +242%
DP
153
Denver PWM
Colorado
$549K +$32.4K +1,482 +6%
GWM
154
Geneos Wealth Management
Colorado
$534K +$194K +8,889 +57%
KCM
155
Kanawha Capital Management
Virginia
$532K +$120K +5,500 +29%
IWM
156
IHT Wealth Management
Illinois
$518K -$1.29K -59 -0.2%
FNC
157
First National Corp
Massachusetts
$507K +$101K +4,600 +25%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$489K – – –
AAS
159
Avantax Advisory Services
Texas
$472K -$330K -15,079 -41%
AF
160
Advisornet Financial
Minnesota
$470K +$188K +8,581 +67%
SWM
161
Sculati Wealth Management
Michigan
$450K +$14.8K +676 +3%
GI
162
GS Investments
Minnesota
$449K +$18.6K +850 +4%
AIM
163
Alhambra Investment Management
Florida
$443K +$43.7K +2,000 +11%
SWA
164
Sutton Wealth Advisors
Florida
$437K – – –
LW
165
Linscomb Wealth
Texas
$422K +$131 +6 +0%
GRP
166
Global Retirement Partners
California
$421K -$9.68K -443 -2%
WWM
167
WT Wealth Management
Arizona
$421K +$67.7K +3,098 +19%
EPWM
168
Essex Private Wealth Management
Massachusetts
$418K – – –
CPIG
169
Chicago Partners Investment Group
Illinois
$408K -$113K -5,185 -22%
VCM
170
Vigilant Capital Management
Maine
$392K +$52.7K +2,410 +16%
MA
171
MCF Advisors
Kentucky
$383K – – –
CMP
172
Courage Miller Partners
Virginia
$380K -$8.33K -381 -2%
GEA
173
Glen Eagle Advisors
New Jersey
$371K +$93.2K +4,266 +34%
KWM
174
Kingsview Wealth Management
Oregon
$363K +$58.7K +2,686 +19%
CF
175
Centaurus Financial
California
$361K +$361K +16,500 New
5 6
7
8 9

BSCN Hedge Fund Activity: Q4 2020 in Review

260 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q4 2020, worth a combined $1.04B — up 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BSCN positions and 7 closed out — a net gain of 39 holders — while 127 added to existing stakes and 45 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $28.8M. The largest seller was Brookstone Capital Management, cutting an estimated $6.61M.

  • 260 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q4 2020, up from 224 in Q3 2020.
  • Funds reported $1.04B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 46 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q4 2020 and 7 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $28.8M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2020.