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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

101 hedge funds and large institutions have $336M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 15

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more funds holding

Funds holding: 85101 (+16)

14% more capital invested

Capital invested by funds: $296M → $336M (+$40.2M)

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
28
Increased
53
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$29.1M -$5.49M -221,913 -16%
SEIA
2
Signature Estate & Investment Advisors
California
$28.1M +$1.22M +49,452 +5%
GI
3
Gradient Investments
Minnesota
$19.2M -$1M -40,442 -5%
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$19.2M +$442K +17,878 +2%
Morgan Stanley
5
Morgan Stanley
New York
$16.6M +$2.17M +87,814 +15%
UCFA
6
United Capital Financial Advisors
Texas
$16.2M +$632K +25,556 +4%
GHA
7
GW Henssler & Associates
Georgia
$15.6M +$1.53M +61,906 +11%
SWP
8
Stratos Wealth Partners
Ohio
$11.4M +$5.96K +241 +0.1%
ACG
9
Allen Capital Group
Nebraska
$10.4M +$10.5M +425,443 New
PV
10
Private Vista
Illinois
$9.15M +$937K +37,875 +11%
Bank of America
11
Bank of America
North Carolina
$7.04M -$138K -5,568 -2%
AMG
12
Advisors Management Group
Wisconsin
$7.02M +$629K +25,455 +10%
UBS Group
13
UBS Group
Switzerland
$6.99M +$1.87M +75,641 +36%
SIC
14
SFE Investment Counsel
California
$6.94M +$1.08M +43,864 +18%
IF
15
Ironwood Financial
Arizona
$6.86M +$611K +24,703 +10%
AA
16
Advisory Alpha
Michigan
$6.51M +$374K +15,107 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.34M +$586K +23,690 +10%
ACM
18
AlphaStar Capital Management
North Carolina
$6.07M +$589K +23,835 +11%
AP
19
Atwood & Palmer
Missouri
$6.05M +$225K +9,085 +4%
LPL Financial
20
LPL Financial
California
$5.49M +$870K +35,167 +19%
BCM
21
Bluefin Capital Management
New York
$4.7M +$4.74M +191,713 New
HighTower Advisors
22
HighTower Advisors
Illinois
$4.33M +$300K +12,120 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.18M +$773K +31,261 +22%
KFA
24
Kabarec Financial Advisors
Illinois
$3.83M +$3.86M +156,119 New
IAS
25
IMA Advisory Services
Colorado
$3.79M +$713K +28,822 +23%

BSJK Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2017, worth a combined $336M — up 14% from $296M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSJK positions and 12 closed out — a net gain of 16 holders — while 53 added to existing stakes and 15 trimmed.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $4.74M. The largest seller was Wells Fargo, cutting an estimated $5.49M.

  • 101 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2017, up from 85 in Q3 2017.
  • Funds reported $336M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2017 and 12 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2017 was Bluefin Capital Management, an estimated $4.74M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2017 was Wells Fargo, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2017.