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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
GIA
76
Gladstone Institutional Advisory
Florida
$642K +$70.9K +2,958 +12%
GC
77
Guggenheim Capital
Illinois
$640K – – –
WEC
78
Winslow Evans & Crocker
Massachusetts
$634K +$53.9K +2,250 +9%
WWM
79
Western Wealth Management
Colorado
$599K +$599 +25 +0.1%
FC
80
FCA Corp
Texas
$576K +$358K +14,923 +166%
B
81
Bridgeworth
Alabama
$569K -$61.9K -2,583 -10%
PA
82
PFG Advisors
Arizona
$556K +$24.2K +1,010 +5%
FGAM
83
Financial Gravity Asset Management
Texas
$522K +$519K +21,645 New
LW
84
Linscomb Wealth
Texas
$517K -$52.5K -2,191 -9%
WI
85
Wintrust Investments
Illinois
$485K +$208K +8,660 +75%
SPC
86
Sigma Planning Corp
Michigan
$478K +$41K +1,709 +9%
SI
87
Stephens Inc
Arkansas
$470K -$822K -34,292 -64%
CAN
88
Cetera Advisor Networks
California
$448K -$1.97K -82 -0.4%
NA
89
NewEdge Advisors
Louisiana
$419K +$10.5K +438 +3%
MA
90
MONECO Advisors
Connecticut
$412K +$410K +17,118 New
BA
91
Ballew Advisors
Mississippi
$365K – – –
FAAS
92
First Allied Advisory Services
California
$363K -$24.1K -1,006 -6%
VAM
93
Verity Asset Management
North Carolina
$353K +$352K +14,679 New
Deutsche Bank
94
Deutsche Bank
Germany
$341K +$455 +19 +0.1%
KA
95
Kovack Advisors
Florida
$312K -$15.7K -657 -5%
AIM
96
Anchor Investment Management
South Carolina
$307K – – –
OIA
97
Optimum Investment Advisors
Illinois
$300K +$8.39K +350 +3%
FTS
98
Fifth Third Securities
Ohio
$275K +$274K +11,444 New
LNC
99
Lincoln National Corp
Pennsylvania
$233K -$93.7K -3,909 -29%
CA
100
Calton & Associates
Florida
$223K +$222K +9,249 New
2 3
4
5 6

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.