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

209 hedge funds and large institutions have $667M invested in Invesco BulletShares 2023 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 54

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

7% more capital invested

Capital invested by funds: $625M → $667M (+$41.8M)

5% more funds holding

Funds holding: 200 → 209 (+9)

Holders
209
Holders Change
+9
Holders Change %
+4.5%
% of All Funds
4.61%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
28
Increased
100
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$11.4M
3
Morgan Stanley
Morgan Stanley
New York
+$8.2M
4
EWM
Edge Wealth Management
New York
+$6.76M
5
Jane Street
Jane Street
New York
+$6.52M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.6M
2
Ameriprise
Ameriprise
Minnesota
-$8.27M
3
EB
Eastern Bank
Massachusetts
-$4.02M
4
DFG
DWM Financial Group
Illinois
-$3.13M
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
201
Marquette Asset Management
Minnesota
$12K – – –
MWM
202
MBE Wealth Management
Wisconsin
$12K +$12.5K +594 New
VCP
203
Verus Capital Partners
Arizona
$10K +$63 +3 +0.6%
CB
204
Community Bank
New York
$9K – – –
PP
205
Pacifica Partners
Canada
$9K – – –
CFA
206
Carroll Financial Associates
North Carolina
$6K – – –
VFA
207
Valeo Financial Advisors
Indiana
$3K – – –
PMFA
208
Plante Moran Financial Advisors
Michigan
$2K +$2.09K +99 New
DFG
209
DWM Financial Group
Illinois
– -$3.13M -146,659 Closed
Wolverine Trading
210
Wolverine Trading
Illinois
– -$1.96M -91,943 Closed
BCA
211
Bay Colony Advisors
Massachusetts
– -$931K -43,608 Closed
SC
212
Slow Capital
California
– -$883K -41,429 Closed
LFPWM
213
Leicht Financial Planning & Wealth Management
New Jersey
– -$795K -37,284 Closed
PAS
214
Park Avenue Securities
New York
– -$416K -19,538 Closed
IAA
215
Independent Advisor Alliance
North Carolina
– -$355K -16,654 Closed
AA
216
Ancora Advisors
Ohio
– -$320K -15,000 Closed
CCFM
217
Clear Creek Financial Management
Washington
– -$216K -10,104 Closed
WA
218
WESPAC Advisors
California
– -$209K -9,810 Closed
WCM
219
Whitener Capital Management
North Carolina
– -$206K -9,705 Closed
CHAM
220
Clear Harbor Asset Management
Connecticut
– -$35.7K -1,675 Closed
TCOV
221
Trust Company of Vermont
Vermont
– -$29K -1,352 Closed
GFPC
222
Global Financial Private Capital
Florida
– -$28K -1,301 Closed
GTAM
223
Global Trust Asset Management
Florida
– -$23K -1,060 Closed
PWP
224
Personal Wealth Partners
Minnesota
– -$10K -492 Closed
Fidelity Investments
225
Fidelity Investments
Massachusetts
– -$2.66K -126 -99%
5 6 7 8
9

BSCN Hedge Fund Activity: Q1 2020 in Review

209 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2020, worth a combined $667M — up 6.7% from $625M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCN positions and 16 closed out — a net gain of 12 holders — while 100 added to existing stakes and 54 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $13.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.6M.

  • 209 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2020, up from 200 in Q4 2019.
  • Funds reported $667M of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2020, up 6.7% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2020 and 16 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2020 was Integrated Wealth Concepts, an estimated $13.2M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2020.