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BSJI

Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI

Delisted

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

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117 hedge funds and large institutions have $549M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

17% more funds holding

Funds holding: 100 → 117 (+17)

9% more capital invested

Capital invested by funds: $504M → $549M (+$45.8M)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
117
Holders Change
+17
Holders Change %
+17%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
25
Increased
52
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$22.7M
2
NA
Nottingham Advisors
New York
+$11M
3
Wells Fargo
Wells Fargo
California
+$5.85M
4
UBS Group
UBS Group
Switzerland
+$5.02M
5
RBA
Richard Bernstein Advisors
New York
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
SIAS
Shine Investment Advisory Services
Colorado
-$14.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
3
SWP
Stratos Wealth Partners
Ohio
-$5.36M
4
UCFA
United Capital Financial Advisors
Texas
-$5.07M
5
GI
Gradient Investments
Minnesota
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
76
Carnegie Investment Counsel
Ohio
$574K +$657 +26 +0.1%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$573K +$184K +7,280 +47%
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$571K – – –
CB
79
Community Bank
New York
$531K +$531K +20,990 New
CWM
80
Cabot Wealth Management
Massachusetts
$398K +$397K +15,704 New
FFW
81
Fusion Family Wealth
New York
$371K -$81K -3,202 -18%
WI
82
Wintrust Investments
Illinois
$328K +$327K +12,945 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$315K +$315K +12,446 New
William Blair & Company
84
William Blair & Company
Illinois
$310K +$5.06K +200 +2%
CAN
85
Cetera Advisor Networks
California
$309K +$64.2K +2,538 +26%
CA
86
Cetera Advisors
Colorado
$308K +$308K +12,178 New
CWM
87
Confluence Wealth Management
Oregon
$304K -$87.7K -3,470 -22%
NA
88
NewEdge Advisors
Louisiana
$299K +$55K +2,177 +23%
MWM
89
Marietta Wealth Management
Georgia
$276K -$48.7K -1,925 -15%
VAM
90
Verity Asset Management
North Carolina
$262K +$261K +10,329 New
FAT
91
First American Trust
California
$253K – – –
GAG
92
GM Advisory Group
New York
$247K +$247K +9,760 New
NGA
93
Naples Global Advisors
Florida
$246K +$245K +9,710 New
TFA
94
Transamerica Financial Advisors
Florida
$241K -$29.7K -1,174 -11%
FCAG
95
First Capital Advisors Group
New Jersey
$238K +$24.5K +968 +11%
SWM
96
Segment Wealth Management
Texas
$227K – – –
DC
97
Davenport & Co
Virginia
$226K – – –
OC
98
Oppenheimer & Co
New York
$214K +$213K +8,437 New
AC
99
Alexandria Capital
Virginia
$201K +$35.4K +1,400 +21%
CAL
100
Capital Advisors Ltd
Ohio
$161K +$10.1K +399 +7%
1 2 3
4
5

BSJI Hedge Fund Activity: Q1 2017 in Review

117 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) for Q1 2017, worth a combined $549M — up 9.1% from $504M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJI positions and 7 closed out — a net gain of 18 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $22.7M. The largest seller was Shine Investment Advisory Services, exiting entirely with an estimated $14.6M sold.

  • 117 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q1 2017, up from 100 in Q4 2016.
  • Funds reported $549M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q1 2017, up 9.1% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q1 2017 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q1 2017 was Bank of America, an estimated $22.7M added.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q1 2017 was Shine Investment Advisory Services, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2017.