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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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272 hedge funds and large institutions have $1.46B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.34B → $1.46B (+$117M)

3% more funds holding

Funds holding: 264 → 272 (+8)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
4.76%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
24
Increased
138
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$76.9M
2
KAS
Kestra Advisory Services
Texas
+$9M
3
IAS
IMA Advisory Services
Colorado
+$8.49M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.94M
5
ADL
Asset Dedication LLC
California
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
CCC
Crescent Capital Consulting
Louisiana
-$11.6M
2
SCA
Stonebridge Capital Advisors
Minnesota
-$9.8M
3
YIA
YHB Investment Advisors
Connecticut
-$7.6M
4
Jane Street
Jane Street
New York
-$7.04M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
151
Iowa State Bank
Iowa
$720K +$241K +11,100 +50%
GIP
152
Greatmark Investment Partners
Georgia
$710K +$293K +13,500 +70%
AC
153
Apella Capital
Connecticut
$707K -$140K -6,463 -17%
AIM
154
Alhambra Investment Management
Florida
$692K +$61.1K +2,815 +10%
CTA
155
Chesley Taft & Associates
Illinois
$677K +$39.1K +1,800 +6%
VVP
156
Venture Visionary Partners
Ohio
$661K +$2.39K +110 +0.4%
SWM
157
Sculati Wealth Management
Michigan
$653K +$22.8K +1,050 +4%
VNA
158
Valley National Advisers
Pennsylvania
$645K -$25.5K -1,176 -4%
GI
159
GS Investments
Minnesota
$640K – – –
EC
160
Estate Counselors
Wisconsin
$636K -$2.6M -119,825 -80%
IWM
161
IHT Wealth Management
Illinois
$633K +$56.2K +2,591 +10%
GEA
162
Glen Eagle Advisors
New Jersey
$631K +$102K +4,687 +19%
GWM
163
Geneos Wealth Management
Colorado
$626K +$29.1K +1,339 +5%
HI
164
Harbour Investments
Wisconsin
$612K +$21.1K +973 +4%
NPP
165
New Potomac Partners
Maryland
$609K -$336K -15,500 -36%
HB
166
Homrich & Berg
Georgia
$594K -$104K -4,805 -15%
BRWA
167
B. Riley Wealth Advisors
Florida
$590K – – –
HH
168
Hilltop Holdings
Texas
$588K -$611K -28,158 -51%
CFO
169
Collective Family Office
Pennsylvania
$576K -$25.9K -1,193 -4%
3LCM
170
3D/L Capital Management
Connecticut
$569K -$133K -6,145 -19%
CWS
171
Cypress Wealth Services
California
$568K +$85.7K +3,946 +18%
NFG
172
Nations Financial Group
Iowa
$541K +$269K +12,399 +99%
KP
173
Keel Point
Alabama
$537K +$336K +15,493 +167%
GIA
174
Gladstone Institutional Advisory
Florida
$532K -$907K -41,777 -63%
AWM
175
Aevitas Wealth Management
Massachusetts
$526K +$1.58K +73 +0.3%
5 6
7
8 9

BSCN Hedge Fund Activity: Q3 2021 in Review

272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2021, worth a combined $1.46B — up 8.7% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCN positions and 13 closed out — a net gain of 11 holders — while 138 added to existing stakes and 61 trimmed.

The largest buyer was Lido Advisors, adding an estimated $76.9M. The largest seller was Crescent Capital Consulting, cutting an estimated $11.6M.

  • 272 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2021, up from 264 in Q2 2021.
  • Funds reported $1.46B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2021, up 8.7% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2021 and 13 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2021 was Lido Advisors, an estimated $76.9M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2021 was Crescent Capital Consulting, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2021.