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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

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: 134142 (+8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$208K -$18K -750 -8%
CPIG
102
Chicago Partners Investment Group
Illinois
$207K +$206K +8,596 New
CWM
103
Cornerstone Wealth Management
Missouri
$199K +$5.44K +227 +2%
1IA
104
1834 Investment Advisors
Wisconsin
$190K
RWA
105
Ropes Wealth Advisors
Massachusetts
$184K +$183K +7,644 New
WAM
106
Wealthspire Advisors (Maryland)
Maryland
$161K -$115K -4,794 -42%
QCIG
107
Quad-Cities Investment Group
Iowa
$129K
CAM
108
Cresset Asset Management
Illinois
$116K
FCA
109
FinTrust Capital Advisors
South Carolina
$116K +$95.9K +4,000 +471%
Citigroup
110
Citigroup
New York
$104K +$103K +4,312 New
NFG
111
Next Financial Group
Texas
$93K -$5.63K -235 -6%
NFH
112
NEXT Financial Holdings
Texas
$93K +$92.3K +3,851 New
BWA
113
BDO Wealth Advisors
Florida
$92K +$91.1K +3,800 New
CAC
114
Certified Advisory Corp
Florida
$73K +$73.1K +3,051 New
FMTCOCP
115
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
TA
116
TCG Advisors
Texas
$48K +$47.9K +1,998 New
SHIM
117
Stone House Investment Management
Pennsylvania
$41K +$40.6K +1,692 New
ADL
118
Asset Dedication LLC
California
$38K +$15.6K +649 +72%
William Blair & Company
119
William Blair & Company
Illinois
$36K -$22.9K -957 -39%
LWM
120
Lenox Wealth Management
Ohio
$34K +$33.9K +1,416 New
EI
121
Ellevest Inc
New York
$33K
EWM
122
Executive Wealth Management
Michigan
$30K
RFM
123
Royal Fund Management
Florida
$29K
SWA
124
Sutton Wealth Advisors
Florida
$26.9K +$26.8K +1,118 New
IA
125
IFP Advisors
Florida
$23K -$194K -8,078 -89%

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.