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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
PO
151
Private Ocean
California
$6K +$5.98K +250 New
CFGS
152
Concourse Financial Group Securities
Alabama
$5K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$5K +$2.39K +100 +100%
VFA
154
Valeo Financial Advisors
Indiana
$5K +$4.78K +200 New
FRA
155
Front Row Advisors
California
$3K – – –
SIS
156
Sound Income Strategies
Florida
$3K +$24 +1 +0.8%
ASN
157
Advisory Services Network
Georgia
– -$4.63M -192,315 Closed
Jane Street
158
Jane Street
New York
– -$3.57M -149,145 Closed
Citadel Advisors
159
Citadel Advisors
Florida
– -$1.43M -59,834 Closed
WI
160
WrapManager Inc
California
– -$1.09M -45,656 Closed
Mariner
161
Mariner
Kansas
– -$527K -22,001 Closed
SWM
162
Shakespeare Wealth Management
Wisconsin
– -$474K -19,253 Closed
Lido Advisors
163
Lido Advisors
California
– -$383K -15,980 Closed
FGAM
164
Financial Gravity Asset Management
Texas
– -$337K -14,086 -100%
BWA
165
BDO Wealth Advisors
Florida
– -$237K -9,908 Closed
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
– -$208K -8,702 Closed
AIC
167
Ameritas Investment Company
Nebraska
– -$177K -7,404 Closed
SRC
168
Shufro Rose & Co
New York
– -$146K -6,100 Closed
QCIG
169
Quad-Cities Investment Group
Iowa
– -$129K -5,362 Closed
GWAG
170
Garrett Wealth Advisory Group
Texas
– -$65.7K -2,745 Closed
US Bancorp
171
US Bancorp
Minnesota
– -$24K -1,000 Closed
KWA
172
KCS Wealth Advisory
California
– -$15.9K -662 Closed
WCM
173
Whitener Capital Management
North Carolina
– -$11K -500 Closed
BFEC
174
Benjamin F. Edwards & Company
Missouri
– -$11K -450 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
– -$1.6K -67 -93%
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.