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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

112 hedge funds and large institutions have $401M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 12

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 112112 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $408M → $401M (-$7.55M)

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
17
Increased
65
Reduced
12
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$457K +$17.9K +736 +4%
PA
77
PFG Advisors
Arizona
$444K +$55K +2,259 +14%
PCM
78
Price Capital Management
Louisiana
$438K +$438K +18,000 New
FF
79
Friedenthal Financial
New Jersey
$417K +$417K +17,124 New
FAAS
80
First Allied Advisory Services
California
$401K -$29.6K -1,215 -7%
KA
81
Kovack Advisors
Florida
$330K +$16.5K +677 +5%
LNC
82
Lincoln National Corp
Pennsylvania
$327K +$3.14K +129 +1%
NA
83
NewEdge Advisors
Louisiana
$318K +$48.6K +1,996 +18%
AIM
84
Anchor Investment Management
South Carolina
$316K
PWM
85
Perigon Wealth Management
California
$303K +$83.2K +3,421 +38%
HH
86
Hilltop Holdings
Texas
$295K
OIA
87
Optimum Investment Advisors
Illinois
$294K +$105K +4,300 +55%
WI
88
Wintrust Investments
Illinois
$280K -$24.3K -1,000 -8%
WAM
89
Wealthspire Advisors (Maryland)
Maryland
$275K +$3.55K +146 +1%
BFA
90
Beaumont Financial Advisors
Massachusetts
$268K +$268K +11,015 New
BA
91
Ballew Advisors
Mississippi
$264K
GFPC
92
Global Financial Private Capital
Florida
$249K +$249K +10,227 New
CA
93
Capital Advantage
California
$241K
APA
94
American Portfolios Advisors
New York
$228K
1IA
95
1834 Investment Advisors
Wisconsin
$192K
MCM
96
Monument Capital Management
Virginia
$178K +$3.04K +125 +2%
QCIG
97
Quad-Cities Investment Group
Iowa
$129K
FGAM
98
Financial Gravity Asset Management
Texas
$114K -$74.2K -3,050 -39%
NFG
99
Next Financial Group
Texas
$91K +$91.3K +3,750 New
First Manhattan
100
First Manhattan
New York
$66K

BSJK Hedge Fund Activity: Q3 2018 in Review

112 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q3 2018, worth a combined $401M — down 1.8% from $408M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJK positions and 16 closed out — a net gain of 1 holder — while 65 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12.6M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $30.4M sold.

  • 112 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $401M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q3 2018 and 16 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12.6M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q3 2018 was Signature Estate & Investment Advisors, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2018.