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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

112 hedge funds and large institutions have $408M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

20% more funds holding

Funds holding: 93112 (+19)

17% more capital invested

Capital invested by funds: $349M → $408M (+$59.2M)

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
31
Increased
50
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$31M +$11.4M +467,669 +58%
SEIA
2
Signature Estate & Investment Advisors
California
$30.4M +$1.17M +48,008 +4%
Wells Fargo
3
Wells Fargo
California
$28.5M +$166K +6,853 +0.6%
UBS Group
4
UBS Group
Switzerland
$24.2M +$12.1M +496,544 +99%
GHA
5
GW Henssler & Associates
Georgia
$23.3M +$1.13M +46,387 +5%
UCFA
6
United Capital Financial Advisors
Texas
$18.1M +$1.72M +70,837 +11%
LFPWM
7
Leicht Financial Planning & Wealth Management
New Jersey
$16M -$4.11M -169,065 -20%
ACG
8
Allen Capital Group
Nebraska
$15.2M +$1.38M +56,908 +10%
BTS
9
BB&T Securities
Virginia
$12.9M +$10.2M +419,800 +373%
AMG
10
Advisors Management Group
Wisconsin
$11.6M +$449K +18,468 +4%
Bank of America
11
Bank of America
North Carolina
$11.5M +$1.68M +68,993 +17%
Morgan Stanley
12
Morgan Stanley
New York
$10.9M -$3.31M -136,258 -23%
CWM
13
Cornerstone Wealth Management
Missouri
$9.61M +$5.66M +233,020 New
PV
14
Private Vista
Illinois
$9.56M +$9.58M +394,247 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.43M +$361K +14,848 +4%
LPL Financial
16
LPL Financial
California
$8.84M +$1.57M +64,747 +22%
IF
17
Ironwood Financial
Arizona
$7.76M +$7.77M +319,866 New
SIC
18
SFE Investment Counsel
California
$7.34M +$7.36M +302,831 New
AP
19
Atwood & Palmer
Missouri
$7.09M +$876K +36,045 +14%
MFWM
20
Motley Fool Wealth Management
Virginia
$5.44M +$393K +16,190 +8%
AA
21
Advisory Alpha
Michigan
$4.95M +$103K +4,230 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.92M +$4.93M +202,810 New
BCM
23
Bluefin Capital Management
New York
$4.79M +$4.4M +181,315 +1,110%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.68M +$170K +7,004 +4%
IAS
25
IMA Advisory Services
Colorado
$4.34M +$454K +18,694 +12%

BSJK Hedge Fund Activity: Q2 2018 in Review

112 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q2 2018, worth a combined $408M — up 17% from $349M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSJK positions and 11 closed out — a net gain of 20 holders — while 50 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $12.1M. The largest seller was WBI Investments, exiting entirely with an estimated $21.3M sold.

  • 112 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q2 2018, up from 93 in Q1 2018.
  • Funds reported $408M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q2 2018, up 17% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q2 2018 and 11 closed out, a net change of +20 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q2 2018 was UBS Group, an estimated $12.1M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q2 2018 was WBI Investments, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2018.