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BSJJ

Invesco BulletShares 2019 High Yield Corporate Bond ETF

Delisted

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

129 hedge funds and large institutions have $446M invested in Invesco BulletShares 2019 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

21% more funds holding

Funds holding: 107129 (+22)

16% more capital invested

Capital invested by funds: $383M → $446M (+$62.3M)

Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
2.95%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
32
Increased
48
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Capital Advantage
California
$48.5M +$1.21M +50,034 +3%
GI
2
Gradient Investments
Minnesota
$31.3M +$1.19M +49,194 +4%
Wells Fargo
3
Wells Fargo
California
$26.8M +$22.4K +924 +0.1%
UCFA
4
United Capital Financial Advisors
Texas
$24M +$2.86M +118,113 +14%
Bank of America
5
Bank of America
North Carolina
$20.8M +$2.96M +122,062 +17%
Morgan Stanley
6
Morgan Stanley
New York
$18.4M +$2.72M +112,078 +17%
LFPWM
7
Leicht Financial Planning & Wealth Management
New Jersey
$16.6M -$4.03M -166,411 -19%
ACG
8
Allen Capital Group
Nebraska
$15M +$1.37M +56,681 +10%
BTS
9
BB&T Securities
Virginia
$13.1M +$10.4M +430,706 +384%
AMG
10
Advisors Management Group
Wisconsin
$12.2M +$116K +4,774 +1%
IWMA
11
Ironwood Wealth Management (Arizona)
Arizona
$10.8M +$10.8M +446,334 New
UBS Group
12
UBS Group
Switzerland
$9.99M +$5.31M +219,166 +113%
CWM
13
Cornerstone Wealth Management
Missouri
$9.92M +$5.82M +240,029 New
IF
14
Ironwood Financial
Arizona
$9.65M +$9.68M +399,365 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.5M +$506K +20,895 +6%
LPL Financial
16
LPL Financial
California
$9.18M +$584K +24,100 +7%
PV
17
Private Vista
Illinois
$8.94M +$8.96M +369,944 New
AP
18
Atwood & Palmer
Missouri
$8.71M +$430K +17,769 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.69M +$8.71M +359,388 New
SIC
20
SFE Investment Counsel
California
$7.01M +$7.03M +290,008 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$6.24M
CT
22
Cambridge Trust
Massachusetts
$5.55M +$294K +12,133 +6%
MFWM
23
Motley Fool Wealth Management
Virginia
$5.46M +$395K +16,306 +8%
IAS
24
IMA Advisory Services
Colorado
$5.46M +$512K +21,126 +10%
AA
25
Advisory Alpha
Michigan
$4.75M +$19.3K +798 +0.4%

BSJJ Hedge Fund Activity: Q2 2018 in Review

129 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) for Q2 2018, worth a combined $446M — up 16% from $383M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSJJ positions and 9 closed out — a net gain of 23 holders — while 48 added to existing stakes and 33 trimmed.

The largest buyer was BB&T Securities, adding an estimated $10.4M. The largest seller was WBI Investments, exiting entirely with an estimated $21.4M sold.

  • 129 institutional investors held Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) as of Q2 2018, up from 107 in Q1 2018.
  • Funds reported $446M of Invesco BulletShares 2019 High Yield Corporate Bond ETF stock for Q2 2018, up 16% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2019 High Yield Corporate Bond ETF positions in Q2 2018 and 9 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF buyer in Q2 2018 was BB&T Securities, an estimated $10.4M added.
  • The largest Invesco BulletShares 2019 High Yield Corporate Bond ETF seller in Q2 2018 was WBI Investments, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2018.