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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

BSJK was delisted on the 15th of December, 2020.

63 hedge funds and large institutions have $195M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

56% more capital invested

Capital invested by funds: $125M → $195M (+$69.8M)

24% more funds holding

Funds holding: 5163 (+12)

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
18
Increased
35
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27M +$4.53M +184,670 +20%
SEIA
2
Signature Estate & Investment Advisors
California
$24.8M +$5.86M +238,888 +31%
UCFA
3
United Capital Financial Advisors
Texas
$12.8M -$559K -22,787 -4%
Morgan Stanley
4
Morgan Stanley
New York
$9.17M +$1.11M +45,418 +14%
UBS Group
5
UBS Group
Switzerland
$6.87M +$3.94M +160,567 +136%
GHA
6
GW Henssler & Associates
Georgia
$6.58M +$5.2M +212,020 +386%
FTUS
7
Flow Traders U.S.
New York
$5.88M +$4.13M +168,370 +240%
Bank of America
8
Bank of America
North Carolina
$5.82M +$1.62M +65,992 +39%
AMG
9
Advisors Management Group
Wisconsin
$5.74M +$5.71M +232,942 New
SIC
10
SFE Investment Counsel
California
$5.71M +$1.97M +80,210 +53%
AP
11
Atwood & Palmer
Missouri
$5.54M +$4.72M +192,473 +595%
GI
12
Gradient Investments
Minnesota
$5.47M +$2.96M +120,514 +119%
LFPWM
13
Leicht Financial Planning & Wealth Management
New Jersey
$5.35M +$1.1M +44,705 +26%
PV
14
Private Vista
Illinois
$5.3M +$2.25M +91,766 +75%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.22M +$5.2M +211,946 New
IF
16
Ironwood Financial
Arizona
$5.19M +$5.1M +208,099 +7,809%
AA
17
Advisory Alpha
Michigan
$4.69M +$729K +29,698 +19%
FA
18
FCG Advisors
New Jersey
$3.56M +$152K +6,182 +4%
LPL Financial
19
LPL Financial
California
$3.04M +$753K +30,700 +33%
GC
20
Guggenheim Capital
Illinois
$2.85M +$393K +16,022 +16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.76M -$12.7K -517 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.71M +$2.25M +91,694 +503%
BCM
23
Brookstone Capital Management
Illinois
$2.64M +$179K +7,316 +7%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$2.52M +$2.51M +102,266 New
CA
25
Corrado Advisors
New Jersey
$2.26M +$2.25M +91,584 New

BSJK Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q1 2017, worth a combined $195M — up 56% from $125M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJK positions and 5 closed out — a net gain of 13 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $5.86M. The largest seller was FDx Advisors, exiting entirely with an estimated $1.96M sold.

  • 63 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q1 2017, up from 51 in Q4 2016.
  • Funds reported $195M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q1 2017, up 56% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q1 2017 and 5 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q1 2017 was Signature Estate & Investment Advisors, an estimated $5.86M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q1 2017 was FDx Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2017.