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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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134 hedge funds and large institutions have $431M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

20% more funds holding

Funds holding: 112 → 134 (+22)

8% more capital invested

Capital invested by funds: $401M → $431M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
134
Holders Change
+22
Holders Change %
+19.64%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
46
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$31.9M
2
WCM
Weatherstone Capital Management
Colorado
+$14.9M
3
Bank of America
Bank of America
North Carolina
+$9.71M
4
Jane Street
Jane Street
New York
+$8.69M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
GHA
GW Henssler & Associates
Georgia
-$23.4M
2
ACG
Allen Capital Group
Nebraska
-$15.2M
3
FIMG
Financial & Investment Management Group
Michigan
-$9.07M
4
GI
Gradient Investments
Minnesota
-$8.29M
5
AA
Advisory Alpha
Michigan
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
51
First Capital Advisors Group
New Jersey
$1.58M +$773K +32,309 +92%
SI
52
Stephens Inc
Arkansas
$1.26M +$716K +29,911 +125%
BCM
53
Bluefin Capital Management
New York
$1.17M +$337K +14,095 +39%
IWM
54
IHT Wealth Management
Illinois
$1.15M +$1.17M +49,090 New
DP
55
Denver PWM
Colorado
$1.11M -$232K -9,690 -17%
MML Investors Services
56
MML Investors Services
Massachusetts
$1M +$103K +4,310 +11%
BFA
57
Beaumont Financial Advisors
Massachusetts
$952K +$708K +29,604 +269%
TCCM
58
Timber Creek Capital Management
Massachusetts
$931K -$35K -1,462 -4%
Comerica Bank
59
Comerica Bank
Texas
$891K – – –
Stifel Financial
60
Stifel Financial
Missouri
$880K +$270K +11,273 +43%
SWM
61
Segment Wealth Management
Texas
$857K +$62.2K +2,600 +8%
AIM
62
Aspen Investment Management
Michigan
$850K -$10.1K -422 -1%
DADC
63
D.A. Davidson & Co
Montana
$841K -$27.6K -1,153 -3%
AWA
64
ARS Wealth Advisors
Florida
$819K -$37.2K -1,556 -4%
FTUS
65
Flow Traders U.S.
New York
$807K +$824K +34,449 New
WI
66
WrapManager Inc
California
$802K -$86.6K -3,620 -10%
PAG
67
Private Advisory Group
Washington
$797K +$813K +33,996 New
EWM
68
Empirical Wealth Management
Washington
$789K -$50.9K -2,127 -6%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$668K -$40.8K -1,706 -6%
CS
70
Credit Suisse
Switzerland
$668K – – –
SWMG
71
Strategic Wealth Management Group
Maryland
$662K +$676K +28,266 New
GC
72
Guggenheim Capital
Illinois
$623K – – –
OA
73
Oxbow Advisors
Texas
$623K +$17.2K +719 +3%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$594K -$709K -29,620 -54%
WWM
75
Western Wealth Management
Colorado
$578K +$593K +24,773 New
1 2
3
4 5

BSJK Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2018, worth a combined $431M — up 7.6% from $401M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSJK positions and 17 closed out — a net gain of 23 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $31.9M. The largest seller was GW Henssler & Associates, exiting entirely with an estimated $23.4M sold.

  • 134 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $431M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2018, up 7.6% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2018 and 17 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2018 was Signature Estate & Investment Advisors, an estimated $31.9M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2018 was GW Henssler & Associates, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2018.