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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK

Delisted

BSJK was delisted on the 15th of December, 2020.

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51 hedge funds and large institutions have $125M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

28% more capital invested

Capital invested by funds: $97.4M → $125M (+$27.7M)

13% more funds holding

Funds holding: 45 → 51 (+6)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
31
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$18.6M
2
Wells Fargo
Wells Fargo
California
+$3.95M
3
SIC
SFE Investment Counsel
California
+$3.66M
4
FA
FDx Advisors
Illinois
+$1.96M
5
PV
Private Vista
Illinois
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.2M
2
Jane Street
Jane Street
New York
-$5.62M
3
FTUS
Flow Traders U.S.
New York
-$2.18M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.85M
5
TFA
Transamerica Financial Advisors
Florida
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$1.04M +$104K +4,319 +11%
Ameriprise
27
Ameriprise
Minnesota
$953K +$135K +5,606 +17%
ICOA
28
Investment Centers of America
North Dakota
$952K +$33.8K +1,400 +4%
PFS
29
Prospera Financial Services
Texas
$828K +$14.5K +600 +2%
AP
30
Atwood & Palmer
Missouri
$785K +$443K +18,350 +131%
CP
31
Camelot Portfolios
Ohio
$776K +$280K +11,593 +57%
MCP
32
Mirador Capital Partners
California
$726K +$723K +29,929 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$601K +$3.12K +129 +0.5%
VKH
34
Virtu KCG Holdings
New York
$542K +$270K +11,159 +100%
Citadel Advisors
35
Citadel Advisors
Florida
$470K +$468K +19,364 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$443K +$67.1K +2,776 +18%
PAG
37
Private Advisory Group
Washington
$436K +$435K +17,988 New
SPC
38
Sigma Planning Corp
Michigan
$429K -$6.28K -260 -1%
AG
39
Advisor Group
Arizona
$428K +$3.48K +144 +0.8%
IA
40
IFP Advisors
Florida
$417K +$198K +8,184 +91%
MFS
41
MSI Financial Services
Massachusetts
$414K +$384K +15,895 +1,345%
SWP
42
Stratos Wealth Partners
Ohio
$385K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291K +$52.8K +2,184 +22%
Stifel Financial
44
Stifel Financial
Missouri
$271K +$272K +11,257 New
TFA
45
Transamerica Financial Advisors
Florida
$270K -$394K -16,289 -59%
NFG
46
Next Financial Group
Texas
$99K +$1.06K +44 +1%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$93K +$87K +3,600 +1,659%
IF
48
Ironwood Financial
Arizona
$65K +$7.85K +325 +14%
FFW
49
Fusion Family Wealth
New York
$62K +$61.5K +2,547 New
FMTCOCP
50
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48.5K +$48.3K +2,000 New
1
2
3

BSJK Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2016, worth a combined $125M — up 28% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJK positions and 6 closed out — a net gain of 6 holders — while 31 added to existing stakes and 6 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $18.6M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $9.2M sold.

  • 51 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2016, up from 45 in Q3 2016.
  • Funds reported $125M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2016, up 28% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2016 and 6 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2016 was Signature Estate & Investment Advisors, an estimated $18.6M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q4 2016.