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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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338 hedge funds and large institutions have $1.89B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% less capital invested

Capital invested by funds: $1.95B → $1.89B (-$64M)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1% less funds holding

Funds holding: 343 → 338 (-5)

15% less funds holding in top 10

Funds holding in top 10: 34 → 29 (-5)

Holders
338
Holders Change
-5
Holders Change %
-1.46%
% of All Funds
5.39%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
33
Increased
122
Reduced
133
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$25.4M
2
AWM
Avior Wealth Management
Nebraska
+$12.7M
3
JIP
Jaffetilchin Investment Partners
Florida
+$9.04M
4
MOS
MGO One Seven
Ohio
+$8.68M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$19.9M
2
Lido Advisors
Lido Advisors
California
-$19.4M
3
Invesco
Invesco
Georgia
-$16.9M
4
MCP
Mirador Capital Partners
California
-$11.3M
5
AIM
Anchor Investment Management
South Carolina
-$9.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
151
Berger Financial Group
Minnesota
$1.25M +$73.8K +3,507 +6%
CP
152
Castleview Partners
Texas
$1.25M +$19.4K +920 +2%
SWM
153
Sculati Wealth Management
Michigan
$1.24M -$3.47K -165 -0.3%
TSS
154
Two Sigma Securities
New York
$1.21M +$1.21M +57,357 New
NA
155
Nottingham Advisors
New York
$1.2M -$233K -11,056 -16%
ACM
156
Absolute Capital Management
Pennsylvania
$1.2M +$1.2M +57,000 New
AWM
157
Apollon Wealth Management
South Carolina
$1.2M – – –
TWP
158
Total Wealth Planning
Ohio
$1.15M – – –
APA
159
Astoria Portfolio Advisors
New York
$1.11M +$853K +40,546 +330%
CCG
160
Coastwise Capital Group
California
$1.1M +$34.4K +1,633 +3%
SAS
161
SMI Advisory Services
Indiana
$1.08M -$20K -948 -2%
NF
162
Nikulski Financial
Iowa
$1.07M -$158K -7,510 -13%
PMG
163
ProVise Management Group
Florida
$1.07M -$1.24M -58,829 -54%
SM
164
Sensible Money
Arizona
$1.03M -$4.29K -204 -0.4%
GCA
165
Genesee Capital Advisors
New York
$1.03M +$6K +285 +0.6%
GIP
166
Greatmark Investment Partners
Georgia
$1.01M -$368K -17,500 -27%
SFS
167
Stiles Financial Services
Minnesota
$1.01M +$1M +47,716 New
Vanguard Group
168
Vanguard Group
Pennsylvania
$1M +$1M +47,624 New
BWM
169
Blossom Wealth Management
California
$978K +$24.2K +1,150 +3%
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$948K – – –
IWP
171
Insight Wealth Partners
Texas
$947K – – –
3LCM
172
3D/L Capital Management
Connecticut
$932K +$464K +22,058 +100%
EWA
173
EP Wealth Advisors
California
$931K -$485K -23,042 -100%
Creative Planning
174
Creative Planning
Kansas
$917K +$26.2K +1,247 +3%
ACM
175
AlphaStar Capital Management
North Carolina
$907K -$489K -23,215 -35%
5 6
7
8 9

BSCN Hedge Fund Activity: Q1 2023 in Review

338 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2023, worth a combined $1.89B — down 3.3% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCN positions and 27 closed out — a net gain of 6 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Bank of America, cutting an estimated $19.9M.

  • 338 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2023, down from 343 in Q4 2022.
  • Funds reported $1.89B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2023 and 27 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $25.4M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2023.