Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
BSJI was delisted on the 27th of December, 2018.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$47.1M |
| 2 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$11.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.4M |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$10.6M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
-$14.6M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$11.2M |
| 3 |
Citigroup
New York
|
-$9.41M |
| 4 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$5.41M |
| 5 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
-$4.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
SEI Investments
Oaks,
Pennsylvania
| $2K | -$76 | -3 | -3% |
|
|
127
Citigroup
New York
| – | -$9.41M | -370,457 | Closed |
|
|
BRWA
128
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$3.28M | -129,238 | Closed |
|
|
B
129
Bridgeworth
Birmingham,
Alabama
| – | -$713K | -28,151 | Closed |
|
|
CWM
130
Cabot Wealth Management
Salem,
Massachusetts
| – | -$497K | -19,570 | Closed |
|
|
CAN
131
Cetera Advisor Networks
El Segundo,
California
| – | -$284K | -11,260 | Closed |
|
|
NGA
132
Naples Global Advisors
Naples,
Florida
| – | -$254K | -10,010 | Closed |
|
|
OA
133
Opes Advisors
Cupertino,
California
| – | -$253K | -9,969 | Closed |
|
134
Creative Planning
Overland Park,
Kansas
| – | -$76K | -3,000 | Closed |
|
|
NIC
135
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$34K | -1,339 | Closed |
|
|
DADC
136
D.A. Davidson & Co
Great Falls,
Montana
| – | -$12K | -500 | Closed |
|
|
TWA
137
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5K | -181 | Closed |
|
|
PA
138
Parallel Advisors
San Francisco,
California
| – | -$3K | -127 | Closed |
|
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.