We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF

Delisted

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

321 hedge funds and large institutions have $1.66B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 165 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

5% less funds holding

Funds holding: 337321 (-16)

9% less capital invested

Capital invested by funds: $1.82B → $1.66B (-$166M)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

47% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 165

Holders
321
Holders Change
-16
Holders Change %
-4.75%
% of All Funds
5.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
19
Increased
88
Reduced
165
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
151
Apeiron RIA
Texas
$953K +$75.7K +3,567 +9%
AWM
152
Apollon Wealth Management
South Carolina
$947K -$153K -7,200 -14%
BPA
153
Beacon Pointe Advisors
California
$925K +$145K +6,820 +19%
MA
154
MONECO Advisors
Connecticut
$924K +$119K +5,623 +15%
GCA
155
Genesee Capital Advisors
New York
$912K -$95.8K -4,516 -10%
SFC
156
Strategic Financial Concepts
Texas
$905K +$155K +7,314 +21%
RWP
157
Revolve Wealth Partners
New Jersey
$875K
IWP
158
Insight Wealth Partners
Texas
$870K -$83.3K -3,929 -9%
KC
159
Kades & Cheifetz
Pennsylvania
$868K +$6.87K +324 +0.8%
WB
160
Webster Bank
Connecticut
$863K -$25.4K -1,198 -3%
CWS
161
Cypress Wealth Services
California
$862K -$15.4K -725 -2%
AC
162
Apella Capital
Connecticut
$840K -$5.6K -264 -0.7%
BSAM
163
Blue Square Asset Management
New York
$840K
Creative Planning
164
Creative Planning
Kansas
$837K -$12.2K -574 -1%
OIA
165
Optimum Investment Advisors
Illinois
$825K -$34.4K -1,620 -4%
NWM
166
Northcape Wealth Management
New York
$815K -$407K -19,168 -33%
TSWM
167
Tyler-Stone Wealth Management
Ohio
$798K +$10.2K +483 +1%
DWM
168
Denver Wealth Management
Colorado
$792K -$389K -18,348 -33%
MGIA
169
Matthew Goff Investment Advisor
Texas
$780K -$2.23K -105 -0.3%
WHC
170
Wulff, Hansen & Co
California
$780K -$4.77K -225 -0.6%
KP
171
Keel Point
Alabama
$773K +$2.91K +137 +0.4%
BA
172
Ballew Advisors
Mississippi
$769K -$20.9K -987 -3%
LA
173
Latitude Advisors
Florida
$764K +$225K +10,624 +42%
PMG
174
ProVise Management Group
Florida
$758K -$99.7K -4,700 -12%
Comerica Bank
175
Comerica Bank
Texas
$744K +$743K +35,049 New

BSCN Hedge Fund Activity: Q3 2023 in Review

321 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2023, worth a combined $1.66B — down 9.1% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BSCN and 19 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 88 added.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $92.7M. The largest seller was HM Payson & Co, cutting an estimated $62.4M.

  • 321 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2023, down from 337 in Q2 2023.
  • Funds reported $1.66B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2023, down 9.1% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2023 and 30 closed out, a net change of -11 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $92.7M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2023 was HM Payson & Co, an estimated $62.4M sold.

Based on aggregated 13F filings for Q3 2023.