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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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107 hedge funds and large institutions have $383M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

5% less capital invested

Capital invested by funds: $405M → $383M (-$21.5M)

12% less funds holding

Funds holding: 121 → 107 (-14)

38% less funds holding in top 10

Funds holding in top 10: 13 → 8 (-5)

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
107
Holders Change
-14
Holders Change %
-11.57%
% of All Funds
2.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
17
Increased
51
Reduced
25
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$21.4M
2
MGIA
Matthew Goff Investment Advisor
Texas
+$12.2M
3
MFWM
Motley Fool Wealth Management
Virginia
+$5.09M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.42M
5
ACG
Allen Capital Group
Nebraska
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
GHA
GW Henssler & Associates
Georgia
-$21.9M
2
PV
Private Vista
Illinois
-$9.92M
3
IF
Ironwood Financial
Arizona
-$9.4M
4
HighTower Advisors
HighTower Advisors
Illinois
-$8.41M
5
SIC
SFE Investment Counsel
California
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
76
Transamerica Financial Advisors
Florida
$350K -$52.8K -2,173 -13%
NGA
77
Naples Global Advisors
Florida
$314K -$9.6K -395 -3%
HSA
78
HBK Sorce Advisory
Pennsylvania
$284K – – –
PAG
79
Private Advisory Group
Washington
$278K +$13.9K +573 +5%
HPWM
80
Highland Private Wealth Management
Washington
$278K +$278K +11,431 New
Bank of New York Mellon
81
Bank of New York Mellon
New York
$277K +$277K +11,402 New
VIM
82
Vista Investment Management
Pennsylvania
$244K – – –
AIM
83
Anchor Investment Management
South Carolina
$239K – – –
QCIG
84
Quad-Cities Investment Group
Iowa
$216K +$217K +8,919 New
FRA
85
Front Row Advisors
California
$214K – – –
APA
86
American Portfolios Advisors
New York
$209K -$24.3K -1,000 -10%
WI
87
WrapManager Inc
California
$206K +$205K +8,454 New
CTA
88
Chesley Taft & Associates
Illinois
$205K – – –
FMTCOCP
89
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K – – –
FGC
90
Financial Gravity Companies
Texas
$182K +$9.57K +394 +6%
FGAM
91
Financial Gravity Asset Management
Texas
$182K +$183K +7,520 New
OIA
92
Optimum Investment Advisors
Illinois
$167K +$166K +6,850 New
MCM
93
Monument Capital Management
Virginia
$162K +$20.5K +842 +14%
VFA
94
Valeo Financial Advisors
Indiana
$73K – – –
AWA
95
Acorn Wealth Advisors
Michigan
$70K +$365 +15 +0.5%
SIS
96
Sound Income Strategies
Florida
$69K +$69K +2,839 New
First Manhattan
97
First Manhattan
New York
$66K +$21.1K +870 +46%
BC
98
Barnett & Company
Tennessee
$63K +$24.3K +1,000 +63%
KFA
99
Kabarec Financial Advisors
Illinois
$46K – – –
CAL
100
Capital Advisors Ltd
Ohio
$30K – – –
2 3
4
5 6

BSJJ Hedge Fund Activity: Q1 2018 in Review

107 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q1 2018, worth a combined $383M — down 5.3% from $405M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BSJJ and 17 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 51 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $21.4M. The largest seller was GW Henssler & Associates, exiting entirely with an estimated $21.9M sold.

  • 107 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q1 2018, down from 121 in Q4 2017.
  • Funds reported $383M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q1 2018 and 31 closed out, a net change of -14 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q1 2018 was WBI Investments, an estimated $21.4M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q1 2018 was GW Henssler & Associates, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2018.