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BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF

Delisted

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

121 hedge funds and large institutions have $405M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 18

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

19% more funds holding

Funds holding: 102121 (+19)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more capital invested

Capital invested by funds: $391M → $405M (+$13.8M)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
2.74%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
33
Increased
57
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Sequoia Wealth Management
Illinois
$1.21M +$1.21M +49,307 New
BC
52
Burney Company
Virginia
$1.16M +$1.17M +47,759 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.15M +$142K +5,779 +14%
IA
54
IFP Advisors
Florida
$1.09M +$18.3K +745 +2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.03M +$1.03M +42,102 New
MIFH
56
Migdal Insurance & Financial Holdings
Israel
$1.02M +$1.03M +42,035 New
FF
57
Friedenthal Financial
New Jersey
$999K +$43K +1,750 +4%
EWM
58
Empirical Wealth Management
Washington
$942K -$30.7K -1,249 -3%
TCCM
59
Timber Creek Capital Management
Massachusetts
$936K +$64.5K +2,627 +7%
WI
60
Wintrust Investments
Illinois
$901K +$433K +17,650 +91%
GIA
61
GHP Investment Advisors
Colorado
$857K -$106K -4,321 -11%
SWP
62
Stratos Wealth Partners
Ohio
$810K +$344 +14 +0%
B
63
Bridgeworth
Alabama
$785K +$322K +13,117 +69%
WFWM
64
Wechter Feldman Wealth Management
New Jersey
$729K +$295 +12 +0%
SPC
65
Sigma Planning Corp
Michigan
$659K +$53.1K +2,164 +9%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$577K +$2.58K +105 +0.4%
AIM
67
Aspen Investment Management
Michigan
$565K +$318K +12,939 +127%
LNC
68
Lincoln National Corp
Pennsylvania
$564K +$285K +11,596 +100%
TC
69
Telemus Capital
Michigan
$561K +$565K +23,015 New
PWSG
70
Pacific Wealth Strategies Group
California
$536K +$23.9K +972 +5%
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$531K +$68.8K +2,803 +15%
BA
72
Ballew Advisors
Mississippi
$506K +$509K +20,743 New
PAG
73
Private Advisor Group
New Jersey
$502K -$457K -18,630 -48%
PA
74
PFG Advisors
Arizona
$489K +$492K +20,050 New
KA
75
Kovack Advisors
Florida
$460K +$463K +18,853 New

BSJJ Hedge Fund Activity: Q4 2017 in Review

121 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q4 2017, worth a combined $405M — up 3.5% from $391M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSJJ positions and 13 closed out — a net gain of 20 holders — while 57 added to existing stakes and 18 trimmed.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $6M. The largest seller was Matthew Goff Investment Advisor, exiting entirely with an estimated $11.5M sold.

  • 121 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $405M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +20 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q4 2017 was AlphaStar Capital Management, an estimated $6M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q4 2017 was Matthew Goff Investment Advisor, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2017.