Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
BSJJ was delisted on the 16th of December, 2019.
76 hedge funds and large institutions have $206M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more funds holding
Funds holding: 60 → 76 (+16)
13% more capital invested
Capital invested by funds: $182M → $206M (+$23.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$5.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.5M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.01M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.96M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.22M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$1.89M |
| 4 |
Morgan Stanley
New York
|
-$1.74M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Envestnet Asset Management
Chicago,
Illinois
| – | -$9.22M | -380,136 | Closed |
|
|
ACM
77
Argentus Capital Management
Dallas,
Texas
| – | -$1.51M | -62,482 | Closed |
|
|
MAS
78
Madden Advisory Services
Jacksonville,
Florida
| – | -$367K | -15,140 | Closed |
|
|
KA
79
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$214K | -8,822 | Closed |
|
|
CWM
80
Concert Wealth Management
San Jose,
California
| – | -$42K | -1,722 | Closed |
|
81
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -311 | Closed |
|
82
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$4K | -150 | Closed |
|
BSJJ Hedge Fund Activity: Q4 2016 in Review
76 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q4 2016, worth a combined $206M — up 13% from $182M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BSJJ positions and 7 closed out — a net gain of 16 holders — while 31 added to existing stakes and 15 trimmed.
The largest buyer was SFE Investment Counsel, opening a new position worth an estimated $5.7M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $9.22M sold.
- 76 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q4 2016, up from 60 in Q3 2016.
- Funds reported $206M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 23 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q4 2016 and 7 closed out, a net change of +16 holders.
- The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q4 2016 was SFE Investment Counsel, an estimated $5.7M added.
- The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $9.22M sold.
Based on aggregated 13F filings for Q4 2016.