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BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ

Delisted

BSJJ was delisted on the 16th of December, 2019.

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102 hedge funds and large institutions have $391M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 19

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

24% more capital invested

Capital invested by funds: $316M → $391M (+$75.3M)

7% more funds holding

Funds holding: 95 → 102 (+7)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.54%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
15
Increased
54
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$12.3M
2
MGIA
Matthew Goff Investment Advisor
Texas
+$11.4M
3
Wells Fargo
Wells Fargo
California
+$5.56M
4
CT
Cambridge Trust
Massachusetts
+$4.96M
5
CA
Capital Advantage
California
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
-$4.2M
2
Citigroup
Citigroup
New York
-$3.05M
3
B
Bridgeworth
Alabama
-$2.59M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$967K
5
Bank of America
Bank of America
North Carolina
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
26
IMA Advisory Services
Colorado
$3.17M +$2.17M +87,976 +219%
ASN
27
Advisory Services Network
Georgia
$2.88M +$767K +31,130 +36%
FWM
28
Frontier Wealth Management
Missouri
$2.8M +$2.45M +99,600 +729%
PFS
29
Prospera Financial Services
Texas
$2.75M +$81.3K +3,300 +3%
CA
30
Corrado Advisors
New Jersey
$2.55M +$134K +5,425 +6%
US Bancorp
31
US Bancorp
Minnesota
$2.47M +$2.46M +100,000 New
Stifel Financial
32
Stifel Financial
Missouri
$2.43M +$145K +5,896 +6%
FIM
33
Freedom Investment Management
Connecticut
$2.4M +$61.1K +2,478 +3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.4M +$1.19M +48,267 +99%
CIC
35
Carnegie Investment Counsel
Ohio
$2.18M +$43.7K +1,775 +2%
AG
36
Advisor Group
Arizona
$1.81M +$537K +21,804 +42%
CA
37
Cetera Advisors
Colorado
$1.74M +$138K +5,603 +9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.22M +49,339 +242%
GC
39
Guggenheim Capital
Illinois
$1.72M -$238K -9,655 -12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.71M +$54.1K +2,196 +3%
RJA
41
Raymond James & Associates
Florida
$1.63M +$67.6K +2,744 +4%
DC
42
Davenport & Co
Virginia
$1.63M -$15.7K -639 -1%
PHS
43
Pekin Hardy Strauss
Illinois
$1.58M +$1.58M +63,935 New
LW
44
Linscomb Wealth
Texas
$1.54M -$16K -650 -1%
BTS
45
BB&T Securities
Virginia
$1.54M +$772K +31,312 +101%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M +$670K +27,205 +79%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.42M +$13.2K +537 +0.9%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.32M +$396K +16,085 +43%
OMC
49
Old Mission Capital
Illinois
$1.23M +$1.23M +49,806 New
IA
50
IFP Advisors
Florida
$1.09M +$82K +3,328 +8%
1
2
3 4 5

BSJJ Hedge Fund Activity: Q3 2017 in Review

102 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q3 2017, worth a combined $391M — up 24% from $316M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJJ positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 19 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $12.3M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $4.2M sold.

  • 102 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $391M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q3 2017, up 24% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q3 2017 and 8 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q3 2017 was Leicht Financial Planning & Wealth Management, an estimated $12.3M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q3 2017 was BerganKDV Wealth Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2017.