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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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131 hedge funds and large institutions have $465M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% more funds holding

Funds holding: 129 → 131 (+2)

4% more capital invested

Capital invested by funds: $446M → $465M (+$18.9M)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
17
Increased
62
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.3M
2
Jane Street
Jane Street
New York
+$7.1M
3
Stifel Financial
Stifel Financial
Missouri
+$3.77M
4
GI
Gradient Investments
Minnesota
+$3.23M
5
Wells Fargo
Wells Fargo
California
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$16.6M
2
CWM
Cornerstone Wealth Management
Missouri
-$9.92M
3
BTS
BB&T Securities
Virginia
-$4.79M
4
Morgan Stanley
Morgan Stanley
New York
-$2.82M
5
ACG
Allen Capital Group
Nebraska
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
101
Vista Investment Management
Pennsylvania
$243K – – –
AIM
102
Anchor Investment Management
South Carolina
$238K – – –
QCIG
103
Quad-Cities Investment Group
Iowa
$215K +$73 +3 +0%
MA
104
Mutual Advisors
Nebraska
$211K +$211K +8,693 New
CTA
105
Chesley Taft & Associates
Illinois
$210K – – –
FMTCOCP
106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K – – –
APA
107
American Portfolios Advisors
New York
$197K – – –
MCM
108
Monument Capital Management
Virginia
$161K +$2.62K +108 +2%
1IA
109
1834 Investment Advisors
Wisconsin
$141K -$4.85K -200 -3%
FGAM
110
Financial Gravity Asset Management
Texas
$115K -$74.2K -3,060 -39%
NFG
111
Next Financial Group
Texas
$109K +$109K +4,506 New
VFA
112
Valeo Financial Advisors
Indiana
$73K +$412 +17 +0.6%
First Manhattan
113
First Manhattan
New York
$66K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$50K +$49.5K +2,040 New
EWM
115
Elmwood Wealth Management
California
$48.5K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$35K +$35.2K +1,450 New
ADL
117
Asset Dedication LLC
California
$32K +$10.3K +425 +47%
CAL
118
Capital Advisors Ltd
Ohio
$30K – – –
SIS
119
Sound Income Strategies
Florida
$28K -$6.14K -253 -18%
TCOV
120
Trust Company of Vermont
Vermont
$24K – – –
AAM
121
Advisors Asset Management
Colorado
$20K -$97 -4 -0.5%
LNB
122
Ledyard National Bank
$19K – – –
CFA
123
Carroll Financial Associates
North Carolina
$17K – – –
GAM
124
Gemmer Asset Management
California
$16K – – –
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$15K +$15.1K +624 New
2 3 4
5
6

BSJJ Hedge Fund Activity: Q3 2018 in Review

131 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q3 2018, worth a combined $465M — up 4.2% from $446M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJJ positions and 15 closed out — a net gain of 2 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $18.3M. The largest seller was Leicht Financial Planning & Wealth Management, exiting entirely with an estimated $16.6M sold.

  • 131 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q3 2018, up from 129 in Q2 2018.
  • Funds reported $465M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q3 2018 and 15 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $18.3M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q3 2018 was Leicht Financial Planning & Wealth Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2018.