Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
BSJJ was delisted on the 16th of December, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.28M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$4.22M |
| 5 |
Jane Street
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.29M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2.76M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.47M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
126
Opes Advisors
Cupertino,
California
| – | -$741K | -30,003 | Closed |
|
127
Ameriprise
Minneapolis,
Minnesota
| – | -$360K | -14,553 | Closed |
|
|
WA
128
WESPAC Advisors
Orinda,
California
| – | -$257K | -10,404 | Closed |
|
|
NFG
129
Next Financial Group
Houston,
Texas
| – | -$89K | -3,603 | Closed |
|
130
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$42K | -1,705 | Closed |
|
|
NIC
131
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$34K | -1,392 | Closed |
|
|
FFW
132
Fusion Family Wealth
Woodbury,
New York
| – | -$33K | -1,344 | Closed |
|
|
BF
133
BOK Financial
Tulsa,
Oklahoma
| – | -$23K | -935 | Closed |
|
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.