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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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120 hedge funds and large institutions have $570M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 117 → 120 (+3)

4% more capital invested

Capital invested by funds: $549M → $570M (+$20.2M)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
59
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIAS
Shine Investment Advisory Services
Colorado
+$14.7M
2
Bank of America
Bank of America
North Carolina
+$13.8M
3
Citigroup
Citigroup
New York
+$4.98M
4
RBA
Richard Bernstein Advisors
New York
+$4.16M
5
SCM
Southport Capital Management
Tennessee
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$27.6M
2
Wells Fargo
Wells Fargo
California
-$2.81M
3
Jane Street
Jane Street
New York
-$2.42M
4
FTUS
Flow Traders U.S.
New York
-$2.33M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$560K +$558K +22,039 New
CB
77
Community Bank
New York
$545K +$12.7K +500 +2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$543K +$227K +8,943 +72%
CWM
79
Cabot Wealth Management
Massachusetts
$497K +$98K +3,866 +25%
1IA
80
1834 Investment Advisors
Wisconsin
$494K -$85K -3,354 -15%
William Blair & Company
81
William Blair & Company
Illinois
$432K +$122K +4,800 +39%
WA
82
WESPAC Advisors
California
$387K +$386K +15,240 New
CA
83
Cetera Advisors
Colorado
$313K +$4.84K +191 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$310K +$309K +12,200 New
DC
85
Davenport & Co
Virginia
$309K +$81.1K +3,202 +36%
CWM
86
Confluence Wealth Management
Oregon
$305K – – –
VAM
87
Verity Asset Management
North Carolina
$302K +$39.9K +1,575 +15%
NA
88
NewEdge Advisors
Louisiana
$299K +$2.66K +105 +0.9%
CAN
89
Cetera Advisor Networks
California
$284K -$24.8K -978 -8%
FFW
90
Fusion Family Wealth
New York
$283K -$89K -3,513 -24%
PAG
91
Private Advisory Group
Washington
$282K -$299K -11,802 -52%
MWM
92
Marietta Wealth Management
Georgia
$277K – – –
HB
93
Homrich & Berg
Georgia
$263K +$263K +10,378 New
FAT
94
First American Trust
California
$254K – – –
NGA
95
Naples Global Advisors
Florida
$254K +$7.6K +300 +3%
OA
96
Opes Advisors
California
$253K +$253K +9,969 New
GAG
97
GM Advisory Group
New York
$248K – – –
FCAG
98
First Capital Advisors Group
New Jersey
$240K +$684 +27 +0.3%
TFA
99
Transamerica Financial Advisors
Florida
$233K -$8.46K -334 -4%
SWM
100
Segment Wealth Management
Texas
$227K – – –
2 3
4
5 6

BSJI Hedge Fund Activity: Q2 2017 in Review

120 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) for Q2 2017, worth a combined $570M — up 3.7% from $549M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSJI positions and 10 closed out — a net gain of 3 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Shine Investment Advisory Services, opening a new position worth an estimated $14.7M. The largest seller was UBS Group, cutting an estimated $27.6M.

  • 120 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q2 2017, up from 117 in Q1 2017.
  • Funds reported $570M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q2 2017, up 3.7% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q2 2017 and 10 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q2 2017 was Shine Investment Advisory Services, an estimated $14.7M added.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $27.6M sold.

Based on aggregated 13F filings for Q2 2017.