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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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142 hedge funds and large institutions have $512M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 26

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $431M → $512M (+$81M)

6% more funds holding

Funds holding: 134 → 142 (+8)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
28
Increased
67
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$35.3M
2
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$10.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.69M
4
UCFA
United Capital Financial Advisors
Texas
+$8.16M
5
IAS
IMA Advisory Services
Colorado
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
WCM
Weatherstone Capital Management
Colorado
-$15.2M
2
Jane Street
Jane Street
New York
-$9.48M
3
GI
Gradient Investments
Minnesota
-$5.72M
4
Wells Fargo
Wells Fargo
California
-$4.03M
5
BTS
BB&T Securities
Virginia
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
51
Prospera Financial Services
Texas
$2.03M +$331K +13,804 +20%
Stifel Financial
52
Stifel Financial
Missouri
$1.96M +$1.05M +43,905 +117%
RWM
53
Reston Wealth Management
Virginia
$1.96M -$442K -18,453 -19%
FA
54
FMA Advisory
Pennsylvania
$1.93M +$33.4K +1,395 +2%
NA
55
Nottingham Advisors
New York
$1.52M +$997K +41,602 +190%
PHS
56
Pekin Hardy Strauss
Illinois
$1.34M -$370K -15,451 -22%
IWM
57
IHT Wealth Management
Illinois
$1.34M +$154K +6,418 +13%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.17M +$141K +5,880 +14%
WI
59
WrapManager Inc
California
$1.15M +$323K +13,460 +39%
Prudential Financial
60
Prudential Financial
New Jersey
$1.07M +$1.06M +44,419 New
Comerica Bank
61
Comerica Bank
Texas
$1.05M +$148K +6,192 +17%
SWM
62
Segment Wealth Management
Texas
$1.01M +$129K +5,365 +15%
DADC
63
D.A. Davidson & Co
Montana
$993K +$130K +5,408 +15%
SF
64
Synovus Financial
Georgia
$986K +$982K +40,979 New
TCCM
65
Timber Creek Capital Management
Massachusetts
$965K +$8.63K +360 +0.9%
AIM
66
Aspen Investment Management
Michigan
$947K +$73.1K +3,050 +8%
B
67
Bellecapital
Switzerland
$891K +$887K +37,013 New
AWA
68
ARS Wealth Advisors
Florida
$844K +$2.21K +92 +0.3%
PAG
69
Private Advisory Group
Washington
$797K – – –
Bank of New York Mellon
70
Bank of New York Mellon
New York
$776K +$772K +32,209 New
EWM
71
Empirical Wealth Management
Washington
$761K -$49.4K -2,061 -6%
SWMG
72
Strategic Wealth Management Group
Maryland
$746K +$64.6K +2,695 +10%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$687K – – –
CS
74
Credit Suisse
Switzerland
$687K – – –
OA
75
Oxbow Advisors
Texas
$643K +$2.4K +100 +0.4%
1 2
3
4 5

BSJK Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q1 2019, worth a combined $512M — up 19% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSJK positions and 16 closed out — a net gain of 12 holders — while 67 added to existing stakes and 26 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $35.3M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $15.2M sold.

  • 142 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q1 2019, up from 134 in Q4 2018.
  • Funds reported $512M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q1 2019 and 16 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q1 2019 was Signature Estate & Investment Advisors, an estimated $35.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2019.