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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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157 hedge funds and large institutions have $555M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

11% more funds holding

Funds holding: 141 → 157 (+16)

9% more capital invested

Capital invested by funds: $509M → $555M (+$46M)

Holders
157
Holders Change
+16
Holders Change %
+11.35%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
34
Increased
62
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$4.3M
2
Wells Fargo
Wells Fargo
California
+$3.75M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.65M
4
UCFA
United Capital Financial Advisors
Texas
+$3.56M
5
Truist Financial
Truist Financial
North Carolina
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$4.63M
2
Bank of America
Bank of America
North Carolina
-$3.57M
3
Jane Street
Jane Street
New York
-$3.57M
4
PAG
Private Advisor Group
New Jersey
-$2.93M
5
PV
Private Vista
Illinois
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
126
Royal Fund Management
Florida
$107K +$12.5K +522 +13%
WQ
127
Wealth Quarterback
New Jersey
$104K +$2.29M +95,891 New
SFS
128
Sowell Financial Services
Arkansas
$62K +$62.3K +2,606 New
LWM
129
Lenox Wealth Management
Ohio
$53K +$18.6K +778 +55%
FMTCOCP
130
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K – – –
CHA
131
Carmichael Hill & Associates
Maryland
$48K +$47.8K +2,000 New
MF
132
Manchester Financial
California
$44K +$43.5K +1,820 New
TFS
133
TrustCore Financial Services
Tennessee
$36K +$36.4K +1,522 New
EI
134
Ellevest Inc
New York
$33K – – –
KIG
135
Kessler Investment Group
Indiana
$30K +$30K +1,253 New
CHAM
136
Clear Harbor Asset Management
Connecticut
$26.3K +$26.3K +1,100 New
SWA
137
Sutton Wealth Advisors
Florida
$24.8K – – –
GTAM
138
Global Trust Asset Management
Florida
$22K -$1.2K -50 -5%
CB
139
Community Bank
New York
$22K – – –
VRM
140
Vectors Research Management
New York
$22K +$21.5K +900 New
GFPC
141
Global Financial Private Capital
Florida
$21K – – –
SCA
142
Stonebridge Capital Advisors
Minnesota
$19K – – –
IA
143
IFP Advisors
Florida
$15K -$8.25K -345 -35%
BEI
144
Benjamin Edwards Inc
Missouri
$14K +$191 +8 +1%
CFA
145
Carroll Financial Associates
North Carolina
$10K – – –
JP Morgan Chase
146
JP Morgan Chase
New York
$10K – – –
RWA
147
Ropes Wealth Advisors
Massachusetts
$8K -$174K -7,294 -95%
FHA
148
Flagship Harbor Advisors
Massachusetts
$7K – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.18K -133 -37%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$6K +$5.74K +240 New
3 4 5
6
7

BSJK Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2019, worth a combined $555M — up 9% from $509M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSJK positions and 17 closed out — a net gain of 17 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $4.3M. The largest seller was Advisory Services Network, exiting entirely with an estimated $4.63M sold.

  • 157 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $555M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2019, up 9% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2019 and 17 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $4.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2019.