Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
BSJI was delisted on the 27th of December, 2018.
114 hedge funds and large institutions have $326M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 49 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
46.09% more ownership
Funds ownership: 0% → 46.09% (+46%)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 104 → 114 (+10)
4% more capital invested
Capital invested by funds: $314M → $326M (+$12M)
49% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.9M |
| 2 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$13.2M |
| 3 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$6.85M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.57M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$21.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.42M |
| 3 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
-$4.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.1M |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$3.08M |
BSJI Hedge Fund Activity: Q2 2018 in Review
114 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) for Q2 2018, worth a combined $326M — up 3.8% from $314M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BSJI positions and 15 closed out — a net gain of 12 holders — while 25 added to existing stakes and 49 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $24.9M. The largest seller was Gradient Investments, cutting an estimated $21.4M.
- 114 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q2 2018, up from 104 in Q1 2018.
- Funds reported $326M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q2 2018, up 3.8% quarter-over-quarter.
- 27 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q2 2018 and 15 closed out, a net change of +12 holders.
- The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $24.9M added.
- The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q2 2018 was Gradient Investments, an estimated $21.4M sold.
Based on aggregated 13F filings for Q2 2018.