Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
BSJK was delisted on the 15th of December, 2020.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$18.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.44M |
| 3 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$2.73M |
| 4 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$2.35M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.14M |
| 3 |
Morgan Stanley
New York
|
-$7.39M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
-$5.78M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
151
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$306K | -13,305 | Closed |
|
|
AWM
152
AE Wealth Management
Topeka,
Kansas
| – | -$244K | -10,606 | Closed |
|
|
CPIG
153
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$203K | -8,682 | Closed |
|
|
WQ
154
Wealth Quarterback
Toms River,
New Jersey
| – | -$129K | -6,508 | Closed |
|
|
RFM
155
Royal Fund Management
Lady Lake,
Florida
| – | -$139K | -6,064 | Closed |
|
|
KFI
156
Key Financial Inc
West Chester,
Pennsylvania
| – | -$97K | -4,235 | Closed |
|
|
MF
157
Manchester Financial
Westlake Village,
California
| – | -$42K | -1,820 | Closed |
|
|
EI
158
Ellevest Inc
New York
| – | -$32K | -1,378 | Closed |
|
159
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -54 | Closed |
|
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.