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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

141 hedge funds and large institutions have $509M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

3% more capital invested

Capital invested by funds: $494M → $509M (+$15.1M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less funds holding

Funds holding: 147141 (-6)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
13
Increased
56
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$531K +$80.3K +3,345 +18%
Mariner
77
Mariner
Kansas
$527K -$367K -15,287 -41%
SPC
78
Sigma Planning Corp
Michigan
$503K +$18.9K +789 +4%
B
79
Bridgeworth
Alabama
$474K -$28.2K -1,176 -6%
SWM
80
Shakespeare Wealth Management
Wisconsin
$474K -$720 -30 -0.2%
LW
81
Linscomb Wealth
Texas
$454K +$456 +19 +0.1%
VAM
82
Verity Asset Management
North Carolina
$400K -$2.98K -124 -0.7%
Lido Advisors
83
Lido Advisors
California
$383K -$10.2K -424 -3%
BAM
84
Belpointe Asset Management
Nevada
$367K +$368K +15,344 New
Deutsche Bank
85
Deutsche Bank
Germany
$363K +$38.1K +1,586 +12%
MA
86
MONECO Advisors
Connecticut
$343K -$13.2K -552 -4%
BA
87
Ballew Advisors
Mississippi
$342K -$21K -873 -6%
FGAM
88
Financial Gravity Asset Management
Texas
$337K -$98.7K -4,113 -23%
ZCA
89
Zeke Capital Advisors
Pennsylvania
$329K +$330K +13,741 New
WP
90
WealthSource Partners
California
$328K -$186K -7,744 -36%
KA
91
Kovack Advisors
Florida
$326K
CWM
92
Cornerstone Wealth Management
Missouri
$318K +$6.84K +285 +2%
AIM
93
Anchor Investment Management
South Carolina
$305K
FAAS
94
First Allied Advisory Services
California
$285K -$29K -1,210 -9%
WS
95
Wedbush Securities
California
$285K -$21.2K -885 -7%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$262K +$23.4K +975 +10%
LNC
97
Lincoln National Corp
Pennsylvania
$258K +$1.03K +43 +0.4%
DP
98
Dearborn Partners
Illinois
$255K +$255K +10,637 New
OIA
99
Optimum Investment Advisors
Illinois
$248K
IA
100
IFG Advisory
Georgia
$244K +$245K +10,210 New

BSJK Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q3 2019, worth a combined $509M — up 3.1% from $494M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BSJK and 13 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 56 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $3.82M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $2.34M sold.

  • 141 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q3 2019, down from 147 in Q2 2019.
  • Funds reported $509M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q3 2019, up 3.1% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q3 2019 and 18 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $3.82M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2019.