Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
BSJK was delisted on the 15th of December, 2020.
141 hedge funds and large institutions have $509M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 18 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
3% more capital invested
Capital invested by funds: $494M → $509M (+$15.1M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
4% less funds holding
Funds holding: 147 → 141 (-6)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.82M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$3.73M |
| 3 |
Jane Street
New York
|
+$3.58M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.34M |
| 2 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$1.89M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$1.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.79M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$838K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
151
Manchester Financial
Westlake Village,
California
| – | -$78K | -3,258 | Closed |
|
|
MWM
152
Meridian Wealth Management
Lexington,
Kentucky
| – | -$723 | -3,000 | Closed |
|
153
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$48K | -2,000 | Closed |
|
|
TA
154
TCG Advisors
Austin,
Texas
| – | -$48K | -2,000 | Closed |
|
|
EWM
155
Executive Wealth Management
Brighton,
Michigan
| – | -$31K | -1,299 | Closed |
|
|
AOWM
156
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$22K | -924 | Closed |
|
|
ACS
157
Archford Capital Strategies
Swansea,
Illinois
| – | -$11K | -450 | Closed |
|
BSJK Hedge Fund Activity: Q3 2019 in Review
141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q3 2019, worth a combined $509M — up 3.1% from $494M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BSJK and 13 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 56 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.82M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $2.34M sold.
- 141 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q3 2019, down from 147 in Q2 2019.
- Funds reported $509M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q3 2019, up 3.1% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q3 2019 and 18 closed out, a net change of -5 holders.
- The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $3.82M added.
- The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2019.