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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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157 hedge funds and large institutions have $555M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

11% more funds holding

Funds holding: 141 → 157 (+16)

9% more capital invested

Capital invested by funds: $509M → $555M (+$46M)

Holders
157
Holders Change
+16
Holders Change %
+11.35%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
34
Increased
62
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$4.3M
2
Wells Fargo
Wells Fargo
California
+$3.75M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.65M
4
UCFA
United Capital Financial Advisors
Texas
+$3.56M
5
Truist Financial
Truist Financial
North Carolina
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$4.63M
2
Bank of America
Bank of America
North Carolina
-$3.57M
3
Jane Street
Jane Street
New York
-$3.57M
4
PAG
Private Advisor Group
New Jersey
-$2.93M
5
PV
Private Vista
Illinois
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Adams Wealth Management
Utah
$5.62M +$5.62M +235,008 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.6M -$87.4K -3,656 -2%
BFA
28
Beaumont Financial Advisors
Massachusetts
$5.31M +$1.11M +46,423 +26%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$4.82M +$28.7K +1,199 +0.6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.11M +$77.2K +3,228 +2%
BCM
31
Brookstone Capital Management
Illinois
$3.85M +$326K +13,631 +9%
RJA
32
Raymond James & Associates
Florida
$3.84M +$868K +36,286 +29%
CIC
33
Carnegie Investment Counsel
Ohio
$3.74M -$1.14M -47,657 -23%
CC
34
Courier Capital
New York
$3.7M +$1.05M +43,818 +39%
AC
35
AlphaCore Capital
California
$3.57M +$3.57M +149,355 New
AIFAIM
36
American Institute for Advanced Investment Management
Arizona
$3.51M +$3.51M +146,757 New
FA
37
FCG Advisors
New Jersey
$3.45M -$115K -4,823 -3%
PG
38
Prostatis Group
Maryland
$3.44M +$3.44M +143,721 New
CP
39
Camelot Portfolios
Ohio
$3.28M +$230K +9,606 +8%
MIAN
40
Mariner Independent Advisor Network
Kansas
$3.26M +$158K +6,591 +5%
ACM
41
AlphaStar Capital Management
North Carolina
$3.17M -$33.4K -1,396 -1%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$3.11M +$653K +27,307 +27%
Truist Financial
43
Truist Financial
North Carolina
$3.02M +$3.02M +126,071 New
PFS
44
Prospera Financial Services
Texas
$2.91M +$304K +12,696 +12%
DP
45
Denver PWM
Colorado
$2.68M +$106K +4,413 +4%
NRI
46
NFP Retirement Inc
California
$2.67M +$2.68M +111,932 New
CA
47
Corrado Advisors
New Jersey
$2.49M -$192K -8,019 -7%
PAG
48
Private Advisor Group
New Jersey
$2.26M -$2.93M -122,448 -56%
SWP
49
Stratos Wealth Partners
Ohio
$1.97M -$180K -7,507 -8%
SEEDPG
50
S.E.E.D. Planning Group
New York
$1.93M +$1.93M +80,494 New
1
2
3 4 5

BSJK Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2019, worth a combined $555M — up 9% from $509M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSJK positions and 17 closed out — a net gain of 17 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $4.3M. The largest seller was Advisory Services Network, exiting entirely with an estimated $4.63M sold.

  • 157 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $555M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2019, up 9% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2019 and 17 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $4.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2019.