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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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85 hedge funds and large institutions have $296M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $238M → $296M (+$57.6M)

13% more funds holding

Funds holding: 75 → 85 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
15
Increased
48
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$12.5M
2
SWP
Stratos Wealth Partners
Ohio
+$11M
3
ACM
AlphaStar Capital Management
North Carolina
+$5.54M
4
Wells Fargo
Wells Fargo
California
+$4.96M
5
Morgan Stanley
Morgan Stanley
New York
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$946K
2
B
Bridgeworth
Alabama
-$869K
3
Ameriprise
Ameriprise
Minnesota
-$840K
4
Wolverine Trading
Wolverine Trading
Illinois
-$520K
5
OA
Opes Advisors
California
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$856K -$840K -33,845 -50%
MML Investors Services
52
MML Investors Services
Massachusetts
$823K -$18.9K -763 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$800K +$41.7K +1,681 +6%
CIC
54
Carnegie Investment Counsel
Ohio
$724K +$74.1K +2,986 +11%
Comerica Bank
55
Comerica Bank
Texas
$650K +$648K +26,113 New
Jane Street
56
Jane Street
New York
$575K +$572K +23,040 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555K +$68.7K +2,766 +14%
SWM
58
Segment Wealth Management
Texas
$520K – – –
B
59
Bridgeworth
Alabama
$494K -$869K -35,027 -64%
LNC
60
Lincoln National Corp
Pennsylvania
$456K +$453K +18,256 New
SPC
61
Sigma Planning Corp
Michigan
$386K -$110K -4,438 -22%
Stifel Financial
62
Stifel Financial
Missouri
$380K +$37K +1,489 +11%
CAN
63
Cetera Advisor Networks
California
$352K – – –
TFA
64
Transamerica Financial Advisors
Florida
$303K +$64.3K +2,591 +27%
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$301K +$2.66K +107 +0.9%
ACM
66
AlphaStar Capital Management
North Carolina
$293K +$5.54M +223,353 +83,341%
PAG
67
Private Advisory Group
Washington
$284K -$199 -8 -0.1%
DADC
68
D.A. Davidson & Co
Montana
$273K +$272K +10,952 New
HB
69
Homrich & Berg
Georgia
$265K – – –
CC
70
Courier Capital
New York
$250K – – –
CA
71
Capital Advantage
California
$247K +$246K +9,897 New
AIM
72
Aspen Investment Management
Michigan
$215K +$214K +8,614 New
AIM
73
Anchor Investment Management
South Carolina
$185K +$184K +7,415 New
PWM
74
Perigon Wealth Management
California
$154K +$153K +6,171 New
AC
75
Alexandria Capital
Virginia
$120K – – –
1 2
3
4

BSJK Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q3 2017, worth a combined $296M — up 24% from $238M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJK positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 11 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $12.5M. The largest seller was Gradient Investments, cutting an estimated $946K.

  • 85 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $296M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q3 2017, up 24% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q3 2017 and 5 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q3 2017 was Leicht Financial Planning & Wealth Management, an estimated $12.5M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q3 2017 was Gradient Investments, an estimated $946K sold.

Based on aggregated 13F filings for Q3 2017.