Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
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.
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: 6 → 10 (+4)
34% more capital invested
Capital invested by funds: $375M → $504M (+$128M)
16% more funds holding
Funds holding: 86 → 100 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$49.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24M |
| 4 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
+$14.1M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$18.7M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$4.23M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$3.74M |
| 4 |
Morgan Stanley
New York
|
-$3.64M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$3.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
101
Argentus Capital Management
Dallas,
Texas
| – | -$1.26M | -49,751 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$883K | -34,881 | Closed |
|
|
BCM
103
Bluefin Capital Management
New York
| – | -$746K | -29,479 | Closed |
|
|
KA
104
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$499K | -19,723 | Closed |
|
|
MAS
105
Madden Advisory Services
Jacksonville,
Florida
| – | -$370K | -14,630 | Closed |
|
|
GAG
106
GM Advisory Group
Melville,
New York
| – | -$260K | -10,275 | Closed |
|
|
TSS
107
Two Sigma Securities
New York
| – | -$249K | -9,820 | Closed |
|
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.