We are live on ! Find out more
BSCN

Invesco BulletShares 2023 Corporate Bond ETF
BSCN

Delisted

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

Back to rankings

254 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 57

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

11% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$114M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 260 → 254 (-6)

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
26
Increased
128
Reduced
57
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$61.7M
2
HPC
HM Payson & Co
Maine
+$13.4M
3
Morgan Stanley
Morgan Stanley
New York
+$9.83M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$6.44M
5
SFG
SNS Financial Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$28.8M
2
KAS
Kestra Advisory Services
Texas
-$11.4M
3
BCM
Brookstone Capital Management
Illinois
-$10.1M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$5.03M
5
OMC
Old Mission Capital
Illinois
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
176
Essex Private Wealth Management
Massachusetts
$416K – – –
ACP
177
Ashfield Capital Partners
California
$389K +$44.7K +2,050 +13%
SAS
178
SMI Advisory Services
Indiana
$389K +$390K +17,882 New
MA
179
MCF Advisors
Kentucky
$381K – – –
KWM
180
Kingsview Wealth Management
Oregon
$378K +$17K +777 +5%
CMP
181
Courage Miller Partners
Virginia
$376K -$2.07K -95 -0.5%
BCFS
182
Butensky & Cohen Financial Security
Florida
$368K +$22.9K +1,051 +7%
SPIA
183
Steward Partners Investment Advisory
New York
$367K -$186K -8,522 -34%
DC
184
Davenport & Co
Virginia
$360K +$12K +550 +3%
QCM
185
Quest Capital Management
Texas
$350K – – –
WP
186
WealthShield Partners
North Carolina
$349K +$144K +6,614 +70%
IWP
187
Innova Wealth Partners
Pennsylvania
$347K +$348K +15,951 New
SCM
188
Spreng Capital Management
Ohio
$340K – – –
LWA
189
Lineweaver Wealth Advisors
Ohio
$338K +$938 +43 +0.3%
SCA
190
Snowden Capital Advisors
New York
$337K +$110K +5,045 +48%
AF
191
Advisornet Financial
Minnesota
$328K -$139K -6,378 -30%
FNWM
192
Financial Network Wealth Management
Utah
$325K – – –
HWA
193
HHM Wealth Advisors
Tennessee
$322K – – –
FA
194
FC Advisory
Pennsylvania
$321K +$24K +1,102 +8%
AFWM
195
AMJ Financial Wealth Management
Virginia
$320K – – –
PTC
196
Private Trust Company
Ohio
$314K +$315K +14,435 New
WCM
197
Whitener Capital Management
North Carolina
$312K -$5.24K -240 -2%
TCA
198
Transcend Capital Advisors
New Jersey
$310K +$311K +14,269 New
NRI
199
NFP Retirement Inc
California
$305K -$9.1K -417 -3%
ISB
200
Iowa State Bank
Iowa
$299K +$18.5K +848 +7%
6 7
8
9 10

BSCN Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2021, worth a combined $1.15B — up 11% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of BSCN and 26 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 128 added.

The largest buyer was Lido Advisors, adding an estimated $61.7M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $28.8M sold.

  • 254 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2021, down from 260 in Q4 2020.
  • Funds reported $1.15B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2021 and 27 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2021 was Lido Advisors, an estimated $61.7M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2021.