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

272 hedge funds and large institutions have $1.46B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 138 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $1.34B → $1.46B (+$117M)

3% more funds holding

Funds holding: 264 → 272 (+8)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
4.76%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
24
Increased
138
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$76.9M
2
KAS
Kestra Advisory Services
Texas
+$9M
3
IAS
IMA Advisory Services
Colorado
+$8.49M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.94M
5
ADL
Asset Dedication LLC
California
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
CCC
Crescent Capital Consulting
Louisiana
-$11.6M
2
SCA
Stonebridge Capital Advisors
Minnesota
-$9.8M
3
YIA
YHB Investment Advisors
Connecticut
-$7.6M
4
Jane Street
Jane Street
New York
-$7.04M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
201
HHM Wealth Advisors
Tennessee
$344K – – –
MSCM
202
McElhenny Sheffield Capital Management
Texas
$342K +$343K +15,790 New
AF
203
Advisornet Financial
Minnesota
$339K +$12.5K +576 +4%
LWA
204
Lineweaver Wealth Advisors
Ohio
$338K +$760 +35 +0.2%
NRI
205
NFP Retirement Inc
California
$336K +$32.2K +1,485 +11%
SCA
206
Snowden Capital Advisors
New York
$336K – – –
FNWM
207
Financial Network Wealth Management
Utah
$324K – – –
WCM
208
Whitener Capital Management
North Carolina
$319K +$7.38K +340 +2%
AFWM
209
AMJ Financial Wealth Management
Virginia
$318K – – –
WDL
210
Well Done LLC
Michigan
$314K +$60.5K +2,787 +24%
FA
211
FC Advisory
Pennsylvania
$307K -$13.1K -603 -4%
HBCM
212
Heron Bay Capital Management
Michigan
$304K – – –
NCG
213
Newport Capital Group
New Jersey
$296K – – –
MFP
214
Meridian Financial Partners
Virginia
$296K +$297K +13,681 New
BA
215
Ballew Advisors
Mississippi
$293K -$49.6K -2,287 -14%
KFI
216
Key Financial Inc
Pennsylvania
$287K – – –
LNC
217
Lincoln National Corp
Pennsylvania
$286K +$286K +13,189 New
RFWA
218
RPg Family Wealth Advisory
Massachusetts
$282K – – –
SCM
219
Spreng Capital Management
Ohio
$282K – – –
CI
220
CX Institutional
Indiana
$279K – – –
LPT
221
Legacy Private Trust
Wisconsin
$278K +$48.6K +2,240 +21%
TW
222
TrinityPoint Wealth
Connecticut
$274K – – –
AAS
223
Avantax Advisory Services
Texas
$267K -$320K -14,757 -54%
CMP
224
Courage Miller Partners
Virginia
$267K – – –
OC
225
Oppenheimer & Co
New York
$263K +$264K +12,156 New
7 8
9
10 11

BSCN Hedge Fund Activity: Q3 2021 in Review

272 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q3 2021, worth a combined $1.46B — up 8.7% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCN positions and 13 closed out — a net gain of 11 holders — while 138 added to existing stakes and 61 trimmed.

The largest buyer was Lido Advisors, adding an estimated $76.9M. The largest seller was Crescent Capital Consulting, cutting an estimated $11.6M.

  • 272 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q3 2021, up from 264 in Q2 2021.
  • Funds reported $1.46B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q3 2021, up 8.7% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q3 2021 and 13 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q3 2021 was Lido Advisors, an estimated $76.9M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q3 2021 was Crescent Capital Consulting, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2021.