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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

147 hedge funds and large institutions have $494M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 142147 (+5)

4% less capital invested

Capital invested by funds: $512M → $494M (-$18.7M)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
3.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
18
Increased
69
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$307K
LNC
102
Lincoln National Corp
Pennsylvania
$259K +$25.5K +1,061 +11%
OIA
103
Optimum Investment Advisors
Illinois
$249K -$50.5K -2,100 -17%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$240K +$240K +9,950 New
CA
105
Calton & Associates
Florida
$226K +$3.44K +143 +2%
APA
106
American Portfolios Advisors
New York
$208K
CPIG
107
Chicago Partners Investment Group
Illinois
$207K +$554 +23 +0.3%
FTS
108
Fifth Third Securities
Ohio
$200K -$75.1K -3,121 -27%
1IA
109
1834 Investment Advisors
Wisconsin
$190K
RWA
110
Ropes Wealth Advisors
Massachusetts
$184K
NFG
111
Next Financial Group
Texas
$152K +$58.7K +2,440 +63%
EWM
112
Edge Wealth Management
New York
$147K +$147K +6,115 New
FCA
113
FinTrust Capital Advisors
South Carolina
$142K +$25.2K +1,048 +22%
QCIG
114
Quad-Cities Investment Group
Iowa
$129K
Citigroup
115
Citigroup
New York
$108K +$4.38K +182 +4%
MF
116
Manchester Financial
California
$78K +$78.4K +3,258 New
US Bancorp
117
US Bancorp
Minnesota
$56K +$56.1K +2,330 New
RFM
118
Royal Fund Management
Florida
$54K +$25.1K +1,041 +84%
FMTCOCP
119
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
TA
120
TCG Advisors
Texas
$48K +$48 +2 +0.1%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$48K +$48.1K +2,000 New
ADL
122
Asset Dedication LLC
California
$43K +$5.01K +208 +13%
LWM
123
Lenox Wealth Management
Ohio
$34K
EI
124
Ellevest Inc
New York
$33K
EWM
125
Executive Wealth Management
Michigan
$31K +$1.3K +54 +4%

BSJK Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q2 2019, worth a combined $494M — down 3.7% from $512M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJK positions and 10 closed out — a net gain of 8 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Gradient Investments, adding an estimated $6.66M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $32.2M.

  • 147 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q2 2019, up from 142 in Q1 2019.
  • Funds reported $494M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q2 2019, down 3.7% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q2 2019 was Gradient Investments, an estimated $6.66M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q2 2019 was Signature Estate & Investment Advisors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2019.