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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
CC
51
Courier Capital
New York
$1.07M +$81.5K +3,309 +8%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.02M +$149K +6,045 +17%
EWM
53
Empirical Wealth Management
Washington
$986K +$119K +4,816 +14%
ICOA
54
Investment Centers of America
North Dakota
$980K -$14.8K -600 -1%
GIA
55
GHP Investment Advisors
Colorado
$976K -$145K -5,881 -13%
FF
56
Friedenthal Financial
New Jersey
$969K +$24.7K +1,002 +3%
PAG
57
Private Advisor Group
New Jersey
$965K +$62K +2,515 +7%
TCCM
58
Timber Creek Capital Management
Massachusetts
$884K -$1.41K -57 -0.2%
SWP
59
Stratos Wealth Partners
Ohio
$821K -$15.7K -639 -2%
OA
60
Opes Advisors
California
$741K +$739K +30,003 New
WFWM
61
Wechter Feldman Wealth Management
New Jersey
$738K -$17.7K -719 -2%
SPC
62
Sigma Planning Corp
Michigan
$615K -$93.9K -3,809 -13%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$582K +$227K +9,203 +64%
PWSG
64
Pacific Wealth Strategies Group
California
$520K – – –
Jane Street
65
Jane Street
New York
$512K +$510K +20,712 New
WI
66
Wintrust Investments
Illinois
$477K +$86.2K +3,500 +22%
B
67
Bridgeworth
Alabama
$472K -$2.59M -105,092 -85%
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$469K +$9.02K +366 +2%
CAN
69
Cetera Advisor Networks
California
$403K – – –
IWM
70
IHT Wealth Management
Illinois
$400K +$341K +13,825 +571%
Ameriprise
71
Ameriprise
Minnesota
$360K -$711K -28,845 -66%
NGA
72
Naples Global Advisors
Florida
$331K +$6.16K +250 +2%
TFA
73
Transamerica Financial Advisors
Florida
$301K +$64.1K +2,601 +27%
NA
74
NewEdge Advisors
Louisiana
$298K -$24.9K -1,011 -8%
HSA
75
HBK Sorce Advisory
Pennsylvania
$289K – – –
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.