Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
BSJJ was delisted on the 16th of December, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$12.3M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$11.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.56M |
| 4 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
+$4.96M |
| 5 |
CA
Capital Advantage
Walnut Creek,
California
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$4.2M |
| 2 |
Citigroup
New York
|
-$3.05M |
| 3 |
B
Bridgeworth
Birmingham,
Alabama
|
-$2.59M |
| 4 |
Bank of New York Mellon
New York
|
-$967K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$833K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SEI Investments
Oaks,
Pennsylvania
| $3K | -$74 | -3 | -3% |
|
|
BWM
102
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$4.2M | -170,392 | Closed |
|
|
103
Citigroup
New York
| – | -$3.05M | -123,717 | Closed |
|
|
104
Bank of New York Mellon
New York
| – | -$967K | -39,208 | Closed |
|
105
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$27K | -1,079 | Closed |
|
|
ACM
106
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$6K | -271 | Closed |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| – | -$3K | -132 | Closed |
|
|
ECM
108
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$2K | -100 | Closed |
|
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.