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

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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$78K – – –
SFS
202
Sowell Financial Services
Arkansas
$66K -$50.2K -2,296 -43%
NFSG
203
Newbridge Financial Services Group
Florida
$61K +$61.1K +2,798 New
ST
204
Smithfield Trust
Pennsylvania
$53K +$1.97K +90 +4%
BC
205
Barnett & Company
Tennessee
$52K – – –
BWM
206
BerganKDV Wealth Management
Minnesota
$52K – – –
APWA
207
Atlas Private Wealth Advisors
New Jersey
$51K -$146K -6,668 -74%
NFG
208
Next Financial Group
Texas
$40K +$40.3K +1,845 New
NIC
209
Northwest Investment Counselors
Oregon
$38K +$38.2K +1,746 New
APA
210
American Portfolios Advisors
New York
$37.8K – – –
AWM
211
Avior Wealth Management
Nebraska
$33K +$33.4K +1,530 New
CHA
212
Carmichael Hill & Associates
Maryland
$31K – – –
BW
213
Bison Wealth
Georgia
$31K +$30.6K +1,400 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$26K -$29.7K -1,359 -53%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$175 +8 +0.8%
RIM
216
Rockbridge Investment Management
New York
$14K +$6.99K +320 +98%
HFA
217
HC Financial Advisors
California
$13K – – –
MAM
218
Marquette Asset Management
Minnesota
$13K – – –
CB
219
Community Bank
New York
$9K – – –
PP
220
Pacifica Partners
Canada
$9K – – –
CFA
221
Carroll Financial Associates
North Carolina
$6K – – –
TRCT
222
Tower Research Capital (TRC)
New York
$4K +$3.21K +147 +507%
VFA
223
Valeo Financial Advisors
Indiana
$3K – – –
FCA
224
FinTrust Capital Advisors
South Carolina
$452 -$43.7K -1,998 -9%
KA
225
Klingman & Associates
New York
– -$5.63M -258,771 Closed
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.