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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

134 hedge funds and large institutions have $431M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

20% more funds holding

Funds holding: 112134 (+22)

8% more capital invested

Capital invested by funds: $401M → $431M (+$30.5M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
134
Holders Change
+22
Holders Change %
+19.64%
% of All Funds
2.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
40
Increased
46
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$31.2M +$31.9M +1,332,283 New
Wells Fargo
2
Wells Fargo
California
$28.7M -$1.52M -63,727 -5%
GI
3
Gradient Investments
Minnesota
$23.7M -$8.29M -346,583 -25%
UBS Group
4
UBS Group
Switzerland
$23.7M -$885K -36,975 -4%
Bank of America
5
Bank of America
North Carolina
$23.2M +$9.71M +405,978 +70%
UCFA
6
United Capital Financial Advisors
Texas
$18.2M +$78K +3,260 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$16.8M +$3.14M +131,166 +22%
WCM
8
Weatherstone Capital Management
Colorado
$15.2M +$14.9M +623,354 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.7M +$1.55M +64,728 +12%
Jane Street
10
Jane Street
New York
$12.7M +$8.69M +363,252 +202%
PV
11
Private Vista
Illinois
$12M +$1.59M +66,427 +15%
AMG
12
Advisors Management Group
Wisconsin
$11.6M +$132K +5,518 +1%
LPL Financial
13
LPL Financial
California
$11.4M +$909K +37,984 +8%
GCP
14
Gill Capital Partners
Colorado
$10.7M +$10.6M +445,038 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10.1M +$785K +32,796 +8%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$9.5M +$690K +28,851 +8%
IF
17
Ironwood Financial
Arizona
$8.11M +$308K +12,879 +4%
BTS
18
BB&T Securities
Virginia
$7.16M -$1.53M -63,893 -17%
AP
19
Atwood & Palmer
Missouri
$6.96M -$16.1K -673 -0.2%
SIC
20
SFE Investment Counsel
California
$6.75M -$414K -17,319 -6%
IWC
21
Integrated Wealth Concepts
Massachusetts
$6.1M +$4.75M +198,517 +321%
MFWM
22
Motley Fool Wealth Management
Virginia
$5.5M +$7.99K +334 +0.1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.39M +$4.74M +198,319 +628%
IAS
24
IMA Advisory Services
Colorado
$5.36M +$620K +25,925 +13%
SWP
25
Stratos Wealth Partners
Ohio
$4.89M +$3.4M +142,211 +214%

BSJK Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2018, worth a combined $431M — up 7.6% from $401M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSJK positions and 17 closed out — a net gain of 23 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $31.9M. The largest seller was GW Henssler & Associates, exiting entirely with an estimated $23.4M sold.

  • 134 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $431M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2018, up 7.6% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2018 and 17 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2018 was Signature Estate & Investment Advisors, an estimated $31.9M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2018 was GW Henssler & Associates, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2018.