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BSJI

Invesco BulletShares 2018 High Yield Corporate Bond ETF

Delisted

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

99 hedge funds and large institutions have $247M invested in Invesco BulletShares 2018 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 11599 (-16)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less capital invested

Capital invested by funds: $327M → $247M (-$80.7M)

52% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 48

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
99
Holders Change
-16
Holders Change %
-13.91%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
7
Increased
23
Reduced
48
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Capital Advantage
California
$47.2M -$842K -33,535 -2%
UCFA
2
United Capital Financial Advisors
Texas
$26.9M -$3.5M -139,437 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.4M -$3.49M -138,818 -14%
Wells Fargo
4
Wells Fargo
California
$19.9M -$759K -30,218 -4%
Bank of America
5
Bank of America
North Carolina
$12.1M -$65.2K -2,596 -0.5%
MFWM
6
Motley Fool Wealth Management
Virginia
$9.2M +$388K +15,462 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.84M +$82.1K +3,271 +0.9%
AP
8
Atwood & Palmer
Missouri
$7.04M -$956K -38,092 -12%
SIC
9
SFE Investment Counsel
California
$6.78M -$81.3K -3,237 -1%
Morgan Stanley
10
Morgan Stanley
New York
$6.45M -$289K -11,499 -4%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.53M -$58.1K -2,316 -1%
FC
12
FCA Corp
Texas
$4.82M -$169K -6,722 -3%
UBS Group
13
UBS Group
Switzerland
$4.63M -$303K -12,048 -6%
Jane Street
14
Jane Street
New York
$4.43M +$3.28M +130,549 +286%
LPL Financial
15
LPL Financial
California
$4.31M -$1.21M -48,248 -22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.99M +$177K +7,030 +5%
CC
17
Courier Capital
New York
$3.06M +$9.09K +362 +0.3%
PFS
18
Prospera Financial Services
Texas
$2.77M +$79.8K +3,178 +3%
WI
19
Wintrust Investments
Illinois
$2.61M +$110K +4,400 +4%
NCM
20
Northwest Capital Management
Oregon
$2.54M -$9.47K -377 -0.4%
SWP
21
Stratos Wealth Partners
Ohio
$2.38M -$247K -9,835 -9%
IAS
22
IMA Advisory Services
Colorado
$2.3M
NEPPG
23
New England Professional Planning Group
Rhode Island
$1.93M -$634K -25,243 -25%
CA
24
Corrado Advisors
New Jersey
$1.9M -$197K -7,865 -9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.79M -$2.22M -88,472 -55%

BSJI Hedge Fund Activity: Q3 2018 in Review

99 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) for Q3 2018, worth a combined $247M — down 25% from $327M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BSJI and 7 opened new positions — a net loss of 15 holders — while 48 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $3.28M. The largest seller was Leicht Financial Planning & Wealth Management, exiting entirely with an estimated $37.8M sold.

  • 99 institutional investors held Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) as of Q3 2018, down from 115 in Q2 2018.
  • Funds reported $247M of Invesco BulletShares 2018 High Yield Corporate Bond ETF stock for Q3 2018, down 25% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2018 High Yield Corporate Bond ETF positions in Q3 2018 and 22 closed out, a net change of -15 holders.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF buyer in Q3 2018 was Jane Street, an estimated $3.28M added.
  • The largest Invesco BulletShares 2018 High Yield Corporate Bond ETF seller in Q3 2018 was Leicht Financial Planning & Wealth Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2018.