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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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224 hedge funds and large institutions have $875M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 129 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 39

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $787M → $875M (+$87.4M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more funds holding

Funds holding: 218 → 224 (+6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $659K

Holders
224
Holders Change
+6
Holders Change %
+2.75%
% of All Funds
4.52%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
20
Increased
129
Reduced
39
Closed
12
Calls
–
Puts
$659K
Net Calls
-$659K
Net Calls Change
-$659K

Top Buyers

Rank Fund Capital Flow
1
SFG
SNS Financial Group
Minnesota
+$12.9M
2
YIA
YHB Investment Advisors
Connecticut
+$9.34M
3
SPA
Sentinel Pension Advisors
Massachusetts
+$7.92M
4
BCM
Brookstone Capital Management
Illinois
+$7.48M
5
Ameriprise
Ameriprise
Minnesota
+$7.28M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$27.5M
2
KA
Klingman & Associates
New York
-$5.63M
3
TA
TCG Advisors
Texas
-$4.88M
4
RBCM
Raub Brock Capital Management
California
-$2.91M
5
EWM
Edge Wealth Management
New York
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WealthSource Partners
California
$277K – – –
GEA
177
Glen Eagle Advisors
New Jersey
$276K +$62K +2,837 +29%
BA
178
Ballew Advisors
Mississippi
$270K +$20.4K +935 +8%
OIA
179
Optimum Investment Advisors
Illinois
$267K +$10.9K +500 +4%
Comerica Bank
180
Comerica Bank
Texas
$261K +$261K +11,956 New
ISB
181
Iowa State Bank
Iowa
$257K +$7.8K +357 +3%
WDL
182
Well Done LLC
Michigan
$255K – – –
SHWM
183
Smith & Howard Wealth Management
Georgia
$249K +$250K +11,425 New
WCM
184
Whitener Capital Management
North Carolina
$228K +$21.9K +1,000 +11%
NRI
185
NFP Retirement Inc
California
$221K +$1.29K +59 +0.6%
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K -$30.6K -1,400 -12%
PAG
187
Private Advisory Group
Washington
$205K -$3.39K -155 -2%
SCA
188
Snowden Capital Advisors
New York
$203K +$203K +9,305 New
SPIA
189
Steward Partners Investment Advisory
New York
$161K – – –
GSWM
190
Golden State Wealth Management
California
$144K +$144K +6,600 New
CHAM
191
Clear Harbor Asset Management
Connecticut
$127K +$128K +5,850 New
IA
192
IFP Advisors
Florida
$126K +$1.25K +57 +1%
CA
193
Clearstead Advisors
Ohio
$124K +$124K +5,692 New
CI
194
CX Institutional
Indiana
$106K – – –
US Bancorp
195
US Bancorp
Minnesota
$97K +$97.2K +4,450 New
KPCM
196
Kings Point Capital Management
New York
$92K – – –
LFG
197
LifePlan Financial Group
Ohio
$90K – – –
FWP
198
FAS Wealth Partners
Kansas
$90K +$524 +24 +0.6%
AIP
199
Ameritas Investment Partners
Nebraska
$86K +$15.4K +703 +21%
AA
200
AlphaMark Advisors
Kentucky
$78K – – –
6 7
8
9 10

BSCN Hedge Fund Activity: Q3 2020 in Review

224 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2020, worth a combined $875M — up 11% from $787M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCN positions and 12 closed out — a net gain of 8 holders — while 129 added to existing stakes and 39 trimmed.

The largest buyer was SNS Financial Group, adding an estimated $12.9M. The largest seller was Shufro Rose & Co, cutting an estimated $27.5M.

  • 224 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2020, up from 218 in Q2 2020.
  • Funds reported $875M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2020 and 12 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2020 was SNS Financial Group, an estimated $12.9M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2020 was Shufro Rose & Co, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2020.