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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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101 hedge funds and large institutions have $336M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 15

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

19% more funds holding

Funds holding: 85 → 101 (+16)

14% more capital invested

Capital invested by funds: $296M → $336M (+$40.2M)

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
28
Increased
53
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
+$4.74M
2
Jane Street
Jane Street
New York
+$2.85M
3
Morgan Stanley
Morgan Stanley
New York
+$2.17M
4
UBS Group
UBS Group
Switzerland
+$1.87M
5
GHA
GW Henssler & Associates
Georgia
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.49M
2
FA
FDx Advisors
Illinois
-$2.07M
3
GC
Guggenheim Capital
Illinois
-$1.77M
4
OMC
Old Mission Capital
Illinois
-$1.54M
5
GI
Gradient Investments
Minnesota
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Courier Capital
New York
$275K +$29.7K +1,200 +12%
AIM
77
Anchor Investment Management
South Carolina
$275K +$93.8K +3,793 +51%
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$273K -$22.1K -895 -7%
HB
79
Homrich & Berg
Georgia
$261K – – –
PAG
80
Private Advisory Group
Washington
$257K -$22K -890 -8%
BA
81
Ballew Advisors
Mississippi
$247K +$249K +10,072 New
CA
82
Capital Advantage
California
$243K – – –
APA
83
American Portfolios Advisors
New York
$224K +$226K +9,130 New
FWM
84
Frontier Wealth Management
Missouri
$217K +$219K +8,844 New
WP
85
WealthSource Partners
California
$213K +$215K +8,689 New
1IA
86
1834 Investment Advisors
Wisconsin
$194K +$195K +7,900 New
FGC
87
Financial Gravity Companies
Texas
$174K +$175K +7,066 New
PWM
88
Perigon Wealth Management
California
$156K +$3.69K +149 +2%
MCM
89
Monument Capital Management
Virginia
$150K +$151K +6,121 New
PWM
90
Paulson Wealth Management
Illinois
$75K +$75.4K +3,048 New
FMTCOCP
91
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51.5K – – –
LWA
92
Lowe Wealth Advisors
Maryland
$50K +$50.3K +2,036 New
First Manhattan
93
First Manhattan
New York
$45K +$46.2K +1,870 New
AWA
94
Acorn Wealth Advisors
Michigan
$34K +$34.3K +1,389 New
ADL
95
Asset Dedication LLC
California
$22K – – –
CFA
96
Carroll Financial Associates
North Carolina
$10K +$11K +445 New
SEI Investments
97
SEI Investments
Pennsylvania
$4K +$1.41K +57 +52%
LNB
98
Ledyard National Bank
$4K +$3.71K +150 New
FRA
99
Front Row Advisors
California
$3K +$2.72K +110 New
SIS
100
Sound Income Strategies
Florida
$1K +$618 +25 New
1 2 3
4
5

BSJK Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2017, worth a combined $336M — up 14% from $296M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSJK positions and 12 closed out — a net gain of 16 holders — while 53 added to existing stakes and 15 trimmed.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $4.74M. The largest seller was Wells Fargo, cutting an estimated $5.49M.

  • 101 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $336M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2017 and 12 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2017 was Bluefin Capital Management, an estimated $4.74M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2017 was Wells Fargo, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2017.