We are live on ! Find out more
BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF

Delisted

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

55 hedge funds and large institutions have $156M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $125M → $156M (+$30.6M)

17% more funds holding

Funds holding: 4755 (+8)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
12
Increased
28
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$23.5M +$18.6M +791,640 +396%
Wells Fargo
2
Wells Fargo
California
$18.4M +$1.86M +79,191 +11%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M +$1.11M +47,449 +9%
UCFA
4
United Capital Financial Advisors
Texas
$9.51M +$4.34M +184,854 +88%
Bank of America
5
Bank of America
North Carolina
$9.15M +$779K +33,180 +9%
GHA
6
GW Henssler & Associates
Georgia
$7.96M +$5.23M +223,034 +197%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.61M +$3.87M +165,038 +106%
FTUS
8
Flow Traders U.S.
New York
$6.59M +$2.45M +104,573 +60%
IF
9
Ironwood Financial
Arizona
$5.38M +$335K +14,286 +7%
AMG
10
Advisors Management Group
Wisconsin
$4.84M +$4.79M +204,297 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.09M +$4.05M +172,545 New
GC
12
Guggenheim Capital
Illinois
$3.68M -$27.1M -1,152,629 -88%
FA
13
FCG Advisors
New Jersey
$3.42M +$1.09M +46,589 +48%
AP
14
Atwood & Palmer
Missouri
$3.36M +$151K +6,431 +5%
BCM
15
Brookstone Capital Management
Illinois
$2.73M +$1.07M +45,553 +66%
LPL Financial
16
LPL Financial
California
$2.46M -$1.64M -69,777 -40%
BWM
17
BerganKDV Wealth Management
Minnesota
$2.44M +$1.44M +61,251 +146%
CIC
18
Carnegie Investment Counsel
Ohio
$2.19M -$325K -13,867 -13%
UBS Group
19
UBS Group
Switzerland
$2.13M +$688K +29,324 +48%
LW
20
Linscomb Wealth
Texas
$1.87M -$75.7K -3,225 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.76M +$233K +9,939 +15%
AA
22
Advisory Alpha
Michigan
$1.68M +$1.36M +58,084 +452%
PFS
23
Prospera Financial Services
Texas
$1.64M +$269K +11,450 +20%
ACM
24
Argentus Capital Management
Texas
$1.43M -$179K -7,637 -11%
Ameriprise
25
Ameriprise
Minnesota
$1.32M +$398K +16,974 +44%

BSJJ Hedge Fund Activity: Q2 2016 in Review

55 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q2 2016, worth a combined $156M — up 24% from $125M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJJ positions and 4 closed out — a net gain of 8 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Gradient Investments, adding an estimated $18.6M. The largest seller was Guggenheim Capital, cutting an estimated $27.1M.

  • 55 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q2 2016, up from 47 in Q1 2016.
  • Funds reported $156M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q2 2016, up 24% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q2 2016 and 4 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q2 2016 was Gradient Investments, an estimated $18.6M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q2 2016 was Guggenheim Capital, an estimated $27.1M sold.

Based on aggregated 13F filings for Q2 2016.