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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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143 hedge funds and large institutions have $424M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 143 → 143 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

7% less capital invested

Capital invested by funds: $454M → $424M (-$29.6M)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

59% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 68

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.21%
New
16
Increased
28
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MGIA
Matthew Goff Investment Advisor
Texas
+$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.44M
3
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$2.73M
4
NB
Northwest Bancshares
Pennsylvania
+$2.35M
5
FTUS
Flow Traders U.S.
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$13.6M
2
UCFA
United Capital Financial Advisors
Texas
-$8.14M
3
Morgan Stanley
Morgan Stanley
New York
-$7.39M
4
PV
Private Vista
Illinois
-$5.78M
5
UBS Group
UBS Group
Switzerland
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
101
Carnegie Investment Counsel
Ohio
$215K -$144K -6,228 -40%
FAAS
102
First Allied Advisory Services
California
$212K -$12.9K -556 -6%
PWSG
103
Pacific Wealth Strategies Group
California
$209K -$2.32K -100 -1%
GI
104
Gradient Investments
Minnesota
$205K -$13.6M -586,990 -99%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$203K – – –
BFIM
106
Beese Fulmer Investment Management
Ohio
$170K +$170K +7,320 New
TCCM
107
Timber Creek Capital Management
Massachusetts
$165K – – –
APA
108
American Portfolios Advisors
New York
$151K -$37.7K -1,625 -20%
EWM
109
Edge Wealth Management
New York
$146K – – –
RWA
110
Ropes Wealth Advisors
Massachusetts
$124K +$123K +5,317 New
FCA
111
FinTrust Capital Advisors
South Carolina
$118K – – –
AWM
112
Avior Wealth Management
Nebraska
$100K +$100K +4,330 New
LTI
113
Laffer Tengler Investments
Tennessee
$83.2K +$82.8K +3,573 New
SFS
114
Sowell Financial Services
Arkansas
$81K +$30.1K +1,298 +60%
AIM
115
Anchor Investment Management
South Carolina
$67.5K – – –
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K – – –
LWM
117
Lenox Wealth Management
Ohio
$51K – – –
FMTCOCP
118
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$49K – – –
KIG
120
Kessler Investment Group
Indiana
$29K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$27K +$27K +1,165 New
SWA
122
Sutton Wealth Advisors
Florida
$24.1K – – –
CHA
123
Carmichael Hill & Associates
Maryland
$23K – – –
SBL
124
Sargent Bickham Lagudis
Colorado
$23K – – –
OPS
125
Orion Portfolio Solutions
Nebraska
$21K -$10.2K -438 -33%
3 4
5
6 7

BSJK Hedge Fund Activity: Q2 2020 in Review

143 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q2 2020, worth a combined $424M — down 6.5% from $454M a quarter earlier.

Fund positioning in BSJK was balanced in Q2 2020: 16 funds opened new positions, 16 closed out, 28 added to existing stakes and 68 trimmed.

The largest buyer was Matthew Goff Investment Advisor, opening a new position worth an estimated $18.6M. The largest seller was Gradient Investments, cutting an estimated $13.6M.

  • 143 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $424M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q2 2020, down 6.5% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q2 2020 and 16 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q2 2020 was Matthew Goff Investment Advisor, an estimated $18.6M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q2 2020 was Gradient Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2020.