We are live on ! Find out more
BSJI

Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI

Delisted

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

Back to rankings

127 hedge funds and large institutions have $610M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

7% more capital invested

Capital invested by funds: $570M → $610M (+$40.7M)

6% more funds holding

Funds holding: 120 → 127 (+7)

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
21
Increased
52
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$47.1M
2
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$11.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.4M
4
MGIA
Matthew Goff Investment Advisor
Texas
+$10.6M
5
ACM
AlphaStar Capital Management
North Carolina
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
SIAS
Shine Investment Advisory Services
Colorado
-$14.6M
2
SWP
Stratos Wealth Partners
Ohio
-$11.2M
3
Citigroup
Citigroup
New York
-$9.41M
4
IF
Ironwood Financial
Arizona
-$5.41M
5
CT
Cambridge Trust
Massachusetts
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$519K -$154K -6,102 -23%
NA
77
NewEdge Advisors
Louisiana
$517K +$218K +8,621 +73%
1IA
78
1834 Investment Advisors
Wisconsin
$486K -$7.16K -283 -1%
HCM
79
Hengehold Capital Management
Ohio
$423K +$423K +16,715 New
Ameriprise
80
Ameriprise
Minnesota
$412K -$680K -26,897 -62%
VAM
81
Verity Asset Management
North Carolina
$390K +$89.2K +3,528 +30%
WA
82
WESPAC Advisors
California
$386K – – –
CT
83
Cambridge Trust
Massachusetts
$365K -$4.23M -167,225 -92%
CA
84
Cetera Advisors
Colorado
$343K +$31.1K +1,230 +10%
SB
85
Suntrust Banks
Georgia
$342K +$341K +13,480 New
MML Investors Services
86
MML Investors Services
Massachusetts
$331K +$21.4K +848 +7%
DC
87
Davenport & Co
Virginia
$307K -$1.01K -40 -0.3%
CWM
88
Confluence Wealth Management
Oregon
$304K – – –
ACM
89
AlphaStar Capital Management
North Carolina
$303K +$2.98M +117,776 New
TFA
90
Transamerica Financial Advisors
Florida
$295K +$62.4K +2,467 +27%
Citadel Advisors
91
Citadel Advisors
Florida
$287K +$287K +11,336 New
William Blair & Company
92
William Blair & Company
Illinois
$286K -$144K -5,700 -34%
PAG
93
Private Advisory Group
Washington
$282K +$253 +10 +0.1%
GF
94
Goodman Financial
Texas
$277K +$276K +10,930 New
MWM
95
Marietta Wealth Management
Georgia
$276K – – –
VF
96
Virtu Financial
New York
$266K +$266K +10,511 New
HB
97
Homrich & Berg
Georgia
$263K +$76 +3 +0%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$255K -$285K -11,285 -53%
FAT
99
First American Trust
California
$253K – – –
GAG
100
GM Advisory Group
New York
$247K – – –
2 3
4
5 6

BSJI Hedge Fund Activity: Q3 2017 in Review

127 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 Q3 2017, worth a combined $610M — up 7.1% from $570M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSJI positions and 13 closed out — a net gain of 8 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $47.1M. The largest seller was Shine Investment Advisory Services, cutting an estimated $14.6M.

  • 127 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q3 2017, up from 120 in Q2 2017.
  • Funds reported $610M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q3 2017, up 7.1% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q3 2017 and 13 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q3 2017 was Bank of America, an estimated $47.1M added.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q3 2017 was Shine Investment Advisory Services, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2017.