We are live on ! Find out more
BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ

Delisted

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

Back to rankings

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
FGC
101
Financial Gravity Companies
Texas
$174K +$175K +7,126 New
1IA
102
1834 Investment Advisors
Wisconsin
$151K -$51.5K -2,100 -25%
MCM
103
Monument Capital Management
Virginia
$142K +$144K +5,853 New
VFA
104
Valeo Financial Advisors
Indiana
$73K – – –
AWA
105
Acorn Wealth Advisors
Michigan
$70K +$70.3K +2,865 New
KFA
106
Kabarec Financial Advisors
Illinois
$46K +$46.8K +1,905 New
FAAS
107
First Allied Advisory Services
California
$46K +$47.6K +1,940 New
First Manhattan
108
First Manhattan
New York
$45K +$46.3K +1,885 New
CA
109
Calton & Associates
Florida
$41K +$41.7K +1,701 New
BC
110
Barnett & Company
Tennessee
$39K +$39K +1,590 New
CAL
111
Capital Advisors Ltd
Ohio
$30K – – –
AF
112
Advisornet Financial
Minnesota
$29K +$29.6K +1,205 New
SEI Investments
113
SEI Investments
Pennsylvania
$28K +$26K +1,058 +971%
TCOV
114
Trust Company of Vermont
Vermont
$24K – – –
ADL
115
Asset Dedication LLC
California
$22K – – –
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K – – –
CFA
117
Carroll Financial Associates
North Carolina
$17K – – –
GAM
118
Gemmer Asset Management
California
$16K – – –
LNB
119
Ledyard National Bank
$4K +$3.68K +150 New
ECM
120
Exchange Capital Management
Michigan
$2K +$2.45K +100 New
MGIA
121
Matthew Goff Investment Advisor
Texas
– -$11.5M -464,229 Closed
US Bancorp
122
US Bancorp
Minnesota
– -$2.47M -100,000 Closed
GC
123
Guggenheim Capital
Illinois
– -$1.72M -69,717 Closed
OMC
124
Old Mission Capital
Illinois
– -$1.23M -49,806 Closed
ICOA
125
Investment Centers of America
North Dakota
– -$980K -39,550 Closed
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.