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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

93 hedge funds and large institutions have $349M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $336M → $349M (+$13.2M)

8% less funds holding

Funds holding: 10193 (-8)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
15
Increased
54
Reduced
14
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$222K
HH
77
Hilltop Holdings
Texas
$214K +$215K +8,800 New
WP
78
WealthSource Partners
California
$211K
WA
79
WESPAC Advisors
California
$204K +$204K +8,378 New
WI
80
WrapManager Inc
California
$204K +$205K +8,386 New
FGC
81
Financial Gravity Companies
Texas
$181K +$9.62K +394 +6%
FGAM
82
Financial Gravity Asset Management
Texas
$181K +$182K +7,460 New
MCM
83
Monument Capital Management
Virginia
$169K +$21.4K +875 +14%
OIA
84
Optimum Investment Advisors
Illinois
$151K +$151K +6,200 New
SIS
85
Sound Income Strategies
Florida
$68K +$67.6K +2,769 +11,076%
First Manhattan
86
First Manhattan
New York
$66K +$21K +860 +46%
FMTCOCP
87
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51.1K
LWA
88
Lowe Wealth Advisors
Maryland
$50K
AWA
89
Acorn Wealth Advisors
Michigan
$34K
LNB
90
Ledyard National Bank
$16K +$12.2K +500 +333%
CFA
91
Carroll Financial Associates
North Carolina
$10K
SEI Investments
92
SEI Investments
Pennsylvania
$3K -$1.07K -44 -26%
FRA
93
Front Row Advisors
California
$3K
SWP
94
Stratos Wealth Partners
Ohio
-$11.4M -464,850 Closed
PV
95
Private Vista
Illinois
-$9.15M -373,168 Closed
SIC
96
SFE Investment Counsel
California
-$6.94M -282,759 Closed
IF
97
Ironwood Financial
Arizona
-$6.86M -279,603 Closed
HighTower Advisors
98
HighTower Advisors
Illinois
-$4.33M -176,486 Closed
BCM
99
Brookstone Capital Management
Illinois
-$2.59M -105,618 Closed
CA
100
Cetera Advisors
Colorado
-$1.89M -77,106 Closed

BSJK Hedge Fund Activity: Q1 2018 in Review

93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q1 2018, worth a combined $349M — up 3.9% from $336M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BSJK and 15 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 54 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $21.3M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $11.4M sold.

  • 93 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $349M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q1 2018 and 23 closed out, a net change of -8 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q1 2018 was WBI Investments, an estimated $21.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q1 2018 was Stratos Wealth Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2018.