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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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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: 102 → 121 (+19)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+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
–

Top Buyers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
+$6M
2
UCFA
United Capital Financial Advisors
Texas
+$5.03M
3
Bank of America
Bank of America
North Carolina
+$4.28M
4
BCM
Bluefin Capital Management
New York
+$4.22M
5
Jane Street
Jane Street
New York
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
MGIA
Matthew Goff Investment Advisor
Texas
-$11.5M
2
Wells Fargo
Wells Fargo
California
-$5.29M
3
GI
Gradient Investments
Minnesota
-$2.76M
4
US Bancorp
US Bancorp
Minnesota
-$2.47M
5
FWM
Frontier Wealth Management
Missouri
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$446K +$49.1K +2,000 +12%
CAN
77
Cetera Advisor Networks
California
$431K +$32.5K +1,325 +8%
TFA
78
Transamerica Financial Advisors
Florida
$404K +$107K +4,370 +36%
GFPC
79
Global Financial Private Capital
Florida
$393K +$395K +16,109 New
MML Investors Services
80
MML Investors Services
Massachusetts
$388K +$116K +4,728 +42%
VCM
81
Virtue Capital Management
Tennessee
$383K +$385K +15,692 New
FWM
82
Frontier Wealth Management
Missouri
$380K -$2.4M -97,676 -86%
PWM
83
Paulson Wealth Management
Illinois
$374K +$377K +15,359 New
WP
84
WealthSource Partners
California
$360K +$77.2K +3,146 +27%
SEIA
85
Signature Estate & Investment Advisors
California
$358K +$360K +14,666 New
NA
86
NewEdge Advisors
Louisiana
$348K +$52.1K +2,123 +18%
NGA
87
Naples Global Advisors
Florida
$325K -$2.09K -85 -0.6%
HSA
88
HBK Sorce Advisory
Pennsylvania
$285K – – –
PAG
89
Private Advisory Group
Washington
$265K -$13.2K -539 -5%
HB
90
Homrich & Berg
Georgia
$261K – – –
PWM
91
Perigon Wealth Management
California
$247K +$3.71K +151 +2%
VIM
92
Vista Investment Management
Pennsylvania
$244K +$246K +10,015 New
AIM
93
Anchor Investment Management
South Carolina
$239K +$67.6K +2,755 +39%
APA
94
American Portfolios Advisors
New York
$234K +$235K +9,583 New
SWM
95
Segment Wealth Management
Texas
$216K +$4.91K +200 +2%
FRA
96
Front Row Advisors
California
$215K +$216K +8,820 New
CCM
97
Crabel Capital Management
California
$214K +$216K +8,796 New
CTA
98
Chesley Taft & Associates
Illinois
$206K +$207K +8,450 New
AC
99
Alexandria Capital
Virginia
$201K – – –
FMTCOCP
100
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$200K – – –
2 3
4
5 6

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.