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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

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: 915 (+6)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

11% more funds holding

Funds holding: 141157 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FMA Advisory
Pennsylvania
$1.89M -$36.5K -1,525 -2%
SWMG
52
Strategic Wealth Management Group
Maryland
$1.85M +$397K +16,618 +27%
WP
53
WealthSource Partners
California
$1.6M +$1.27M +53,130 +387%
WI
54
Wintrust Investments
Illinois
$1.51M +$834K +34,850 +124%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.5M +$212K +8,877 +17%
NA
56
Nottingham Advisors
New York
$1.49M +$23.6K +987 +2%
Stifel Financial
57
Stifel Financial
Missouri
$1.48M +$125K +5,238 +9%
AG
58
Advisor Group
Arizona
$1.48M -$1.8M -75,246 -55%
IWM
59
IHT Wealth Management
Illinois
$1.44M +$24.7K +1,033 +2%
RSC
60
Red Spruce Capital
Pennsylvania
$1.33M +$1.33M +55,665 New
B
61
Bellecapital
Switzerland
$1.32M
HB
62
Homrich & Berg
Georgia
$1.18M -$81.5K -3,408 -6%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.16M +$156K +6,536 +16%
AIM
64
Aspen Investment Management
Michigan
$1.16M -$9.57K -400 -0.8%
FIA
65
Foundations Investment Advisors
Arizona
$1.08M +$1.08M +45,142 New
SF
66
Synovus Financial
Georgia
$1.07M +$57.2K +2,392 +6%
Comerica Bank
67
Comerica Bank
Texas
$1.04M -$5.41K -226 -0.5%
AF
68
Advisornet Financial
Minnesota
$909K +$167K +6,968 +22%
DADC
69
D.A. Davidson & Co
Montana
$903K +$45.1K +1,884 +5%
SWM
70
Segment Wealth Management
Texas
$894K -$187K -7,826 -17%
FC
71
FCA Corp
Texas
$825K +$101K +4,214 +14%
IWP
72
Insight Wealth Partners
Texas
$809K +$808K +33,799 New
PAG
73
Private Advisory Group
Washington
$762K +$140K +5,855 +23%
SC
74
Slow Capital
California
$749K +$748K +31,287 New
PA
75
PFG Advisors
Arizona
$717K +$63K +2,633 +10%

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.