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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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85 hedge funds and large institutions have $296M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $238M → $296M (+$57.6M)

13% more funds holding

Funds holding: 75 → 85 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
15
Increased
48
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$12.5M
2
SWP
Stratos Wealth Partners
Ohio
+$11M
3
ACM
AlphaStar Capital Management
North Carolina
+$5.54M
4
Wells Fargo
Wells Fargo
California
+$4.96M
5
Morgan Stanley
Morgan Stanley
New York
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$946K
2
B
Bridgeworth
Alabama
-$869K
3
Ameriprise
Ameriprise
Minnesota
-$840K
4
Wolverine Trading
Wolverine Trading
Illinois
-$520K
5
OA
Opes Advisors
California
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.2M +$4.96M +199,682 +17%
SEIA
2
Signature Estate & Investment Advisors
California
$27.4M +$530K +21,345 +2%
GI
3
Gradient Investments
Minnesota
$20.5M -$946K -38,123 -4%
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$18.9M +$12.5M +501,817 +194%
UCFA
5
United Capital Financial Advisors
Texas
$15.9M +$1.5M +60,612 +11%
Morgan Stanley
6
Morgan Stanley
New York
$14.7M +$2.49M +100,232 +21%
GHA
7
GW Henssler & Associates
Georgia
$14.3M +$2.43M +97,924 +21%
SWP
8
Stratos Wealth Partners
Ohio
$11.6M +$11M +442,587 +2,010%
PV
9
Private Vista
Illinois
$8.37M +$1.27M +51,309 +18%
Bank of America
10
Bank of America
North Carolina
$7.3M +$61.6K +2,483 +0.9%
AMG
11
Advisors Management Group
Wisconsin
$6.51M +$46.1K +1,858 +0.7%
IF
12
Ironwood Financial
Arizona
$6.36M +$627K +25,248 +11%
AA
13
Advisory Alpha
Michigan
$6.2M +$707K +28,465 +13%
SIC
14
SFE Investment Counsel
California
$5.96M +$254K +10,215 +4%
AP
15
Atwood & Palmer
Missouri
$5.93M +$167K +6,745 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.86M +$413K +16,642 +8%
UBS Group
17
UBS Group
Switzerland
$5.22M +$791K +31,863 +18%
LPL Financial
18
LPL Financial
California
$4.71M +$741K +29,860 +19%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.1M +$330K +13,301 +9%
FA
20
FCG Advisors
New Jersey
$3.69M +$100K +4,033 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.48M +$442K +17,804 +15%
IAS
22
IMA Advisory Services
Colorado
$3.14M +$2.15M +86,715 +223%
SCM
23
Southport Capital Management
Tennessee
$3M +$959K +38,624 +47%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.93M +$69.8K +2,812 +2%
BCM
25
Brookstone Capital Management
Illinois
$2.69M +$36.9K +1,488 +1%
1
2 3 4

BSJK Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q3 2017, worth a combined $296M — up 24% from $238M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJK positions and 5 closed out — a net gain of 10 holders — while 48 added to existing stakes and 11 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $12.5M. The largest seller was Gradient Investments, cutting an estimated $946K.

  • 85 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $296M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q3 2017, up 24% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q3 2017 and 5 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q3 2017 was Leicht Financial Planning & Wealth Management, an estimated $12.5M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q3 2017 was Gradient Investments, an estimated $946K sold.

Based on aggregated 13F filings for Q3 2017.