Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
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.
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: 134 → 142 (+8)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$35.3M |
| 2 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$10.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.69M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.16M |
| 5 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$15.2M |
| 2 |
Jane Street
New York
|
-$9.48M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.72M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.03M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNC
151
First National Corp
Rockland,
Massachusetts
| – | -$109K | -4,650 | Closed |
|
|
BOPW
152
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$98K | -4,187 | Closed |
|
153
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$64K | -2,742 | Closed |
|
154
First Manhattan
New York
| – | -$63K | -2,730 | Closed |
|
|
LNB
155
Ledyard National Bank
| – | -$15K | -650 | Closed |
|
|
RCG
156
Ruggie Capital Group
Tavares,
Florida
| – | -$7K | -317 | Closed |
|
|
MOS
157
MGO One Seven
Beachwood,
Ohio
| – | -$7K | -308 | Closed |
|
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.