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BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF

Delisted

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

89 hedge funds and large institutions have $291M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

42% more capital invested

Capital invested by funds: $206M → $291M (+$85.7M)

17% more funds holding

Funds holding: 7689 (+13)

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
20
Increased
47
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$33.4M +$21.5M +882,041 +183%
GI
2
Gradient Investments
Minnesota
$29.8M +$1.65M +67,597 +6%
Wells Fargo
3
Wells Fargo
California
$26.3M +$1.81M +74,207 +7%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M +$2.56M +105,134 +19%
GHA
5
GW Henssler & Associates
Georgia
$15.3M +$3.91M +160,666 +35%
UCFA
6
United Capital Financial Advisors
Texas
$14.3M +$879K +36,109 +7%
AMG
7
Advisors Management Group
Wisconsin
$11.7M +$6.59M +270,802 +131%
CA
8
Capital Advantage
California
$9.49M +$7.98M +327,579 +546%
IAA
9
Independent Advisor Alliance
North Carolina
$8.72M +$8.71M +357,734 New
PV
10
Private Vista
Illinois
$8.54M +$5.45M +223,981 +181%
IF
11
Ironwood Financial
Arizona
$8.21M +$2.67M +109,534 +49%
AP
12
Atwood & Palmer
Missouri
$7.99M +$4.22M +173,374 +113%
SIC
13
SFE Investment Counsel
California
$6.72M +$919K +37,735 +16%
UBS Group
14
UBS Group
Switzerland
$6.45M +$2.32M +95,435 +57%
LFPWM
15
Leicht Financial Planning & Wealth Management
New Jersey
$5.86M +$541K +22,212 +10%
LPL Financial
16
LPL Financial
California
$5.26M +$1.19M +48,895 +29%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.14M -$107K -4,414 -2%
AA
18
Advisory Alpha
Michigan
$4.67M +$730K +29,994 +19%
BWM
19
BerganKDV Wealth Management
Minnesota
$4.13M +$416K +17,085 +11%
BCM
20
Brookstone Capital Management
Illinois
$4M +$536K +22,022 +16%
FA
21
FCG Advisors
New Jersey
$3.58M -$438 -18 -0%
B
22
Bridgeworth
Alabama
$3.12M +$5.26K +216 +0.2%
Citigroup
23
Citigroup
New York
$3.03M
GC
24
Guggenheim Capital
Illinois
$2.81M +$376K +15,426 +16%
PFS
25
Prospera Financial Services
Texas
$2.5M +$616K +25,300 +33%

BSJJ Hedge Fund Activity: Q1 2017 in Review

89 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q1 2017, worth a combined $291M — up 42% from $206M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJJ positions and 6 closed out — a net gain of 14 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $21.5M. The largest seller was FDx Advisors, exiting entirely with an estimated $1.96M sold.

  • 89 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q1 2017, up from 76 in Q4 2016.
  • Funds reported $291M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q1 2017, up 42% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q1 2017 and 6 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q1 2017 was Bank of America, an estimated $21.5M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q1 2017 was FDx Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2017.