We are live on ! Find out more
BSJI

Invesco BulletShares 2018 High Yield Corporate Bond ETF

Delisted

BSJI was delisted on the 27th of December, 2018.

100 hedge funds and large institutions have $504M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

34% more capital invested

Capital invested by funds: $375M → $504M (+$128M)

16% more funds holding

Funds holding: 86100 (+14)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
23
Increased
43
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.02M +$1.23M +48,895 +44%
CT
27
Cambridge Trust
Massachusetts
$3.7M +$680K +27,025 +23%
BRWA
28
B. Riley Wealth Advisors
Florida
$3.21M +$122K +4,842 +4%
GIA
29
GHP Investment Advisors
Colorado
$3.21M +$443K +17,597 +16%
BCM
30
Brookstone Capital Management
Illinois
$3.02M +$485K +19,283 +19%
PFS
31
Prospera Financial Services
Texas
$2.78M +$32.7K +1,300 +1%
LW
32
Linscomb Wealth
Texas
$2.6M -$44.5K -1,768 -2%
GC
33
Guggenheim Capital
Illinois
$2.42M -$1.24M -49,265 -34%
EDRH
34
Edmond de Rothschild Holding
Switzerland
$2.29M +$2.28M +90,800 New
Citadel Advisors
35
Citadel Advisors
Florida
$2.18M +$1.16M +46,141 +115%
CC
36
Courier Capital
New York
$2.08M +$786K +31,266 +61%
FIM
37
Freedom Investment Management
Connecticut
$2.03M +$12.8K +511 +0.6%
SI
38
SII Investments
Wisconsin
$1.99M -$10.5K -418 -0.5%
FA
39
FCG Advisors
New Jersey
$1.72M -$10.3K -408 -0.6%
AA
40
Advisory Alpha
Michigan
$1.69M +$634K +25,193 +61%
SAM
41
Summit Asset Management
Tennessee
$1.64M -$4.23M -168,188 -72%
PAG
42
Private Advisor Group
New Jersey
$1.54M +$408K +16,210 +36%
CS
43
Credit Suisse
Switzerland
$1.38M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.3M -$2.02M -80,266 -61%
EWM
45
Empirical Wealth Management
Washington
$1.14M +$114K +4,527 +11%
Ameriprise
46
Ameriprise
Minnesota
$1.12M -$434K -17,245 -28%
ACP
47
Ashfield Capital Partners
California
$965K -$109K -4,350 -10%
ICOA
48
Investment Centers of America
North Dakota
$963K
CFA
49
Carroll Financial Associates
North Carolina
$900K -$83K -3,300 -8%
HighTower Advisors
50
HighTower Advisors
Illinois
$850K -$2.99K -119 -0.4%

BSJI Hedge Fund Activity: Q4 2016 in Review

100 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) for Q4 2016, worth a combined $504M — up 34% from $375M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSJI positions and 8 closed out — a net gain of 15 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $49.9M. The largest seller was Gradient Investments, cutting an estimated $18.7M.

  • 100 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q4 2016, up from 86 in Q3 2016.
  • Funds reported $504M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q4 2016, up 34% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q4 2016 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q4 2016 was Richard Bernstein Advisors, an estimated $49.9M added.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q4 2016 was Gradient Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2016.