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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

142 hedge funds and large institutions have $512M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 26

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $431M → $512M (+$81M)

6% more funds holding

Funds holding: 134142 (+8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
28
Increased
67
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$67.5M +$35.3M +1,472,253 +111%
Bank of America
2
Bank of America
North Carolina
$27.8M +$3.93M +163,887 +17%
UCFA
3
United Capital Financial Advisors
Texas
$26.9M +$8.16M +340,562 +44%
UBS Group
4
UBS Group
Switzerland
$25.8M +$1.45M +60,583 +6%
Wells Fargo
5
Wells Fargo
California
$25.5M -$4.03M -168,318 -14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.8M +$8.69M +362,548 +62%
Morgan Stanley
7
Morgan Stanley
New York
$21.8M +$4.5M +187,632 +26%
GI
8
Gradient Investments
Minnesota
$18.6M -$5.72M -238,775 -24%
LPL Financial
9
LPL Financial
California
$13.2M +$1.51M +63,130 +13%
AMG
10
Advisors Management Group
Wisconsin
$12.5M +$571K +23,841 +5%
IAS
11
IMA Advisory Services
Colorado
$12.4M +$6.85M +285,824 +125%
PV
12
Private Vista
Illinois
$12.2M -$190K -7,931 -2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$11.4M +$5.14M +214,439 +82%
MFWM
14
Motley Fool Wealth Management
Virginia
$11.3M +$5.57M +232,436 +99%
IWMA
15
Ironwood Wealth Management (Arizona)
Arizona
$10.7M +$10.7M +445,464 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.6M +$236K +9,845 +2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10.4M +$667K +27,809 +7%
IF
18
Ironwood Financial
Arizona
$8.34M +$2.33K +97 +0%
AP
19
Atwood & Palmer
Missouri
$7.14M -$16.2K -675 -0.2%
SIC
20
SFE Investment Counsel
California
$7.01M +$73.8K +3,080 +1%
SWP
21
Stratos Wealth Partners
Ohio
$6.83M +$1.8M +74,896 +36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.6M +$988K +41,229 +22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.28M +$1.15M +47,942 +28%
CIC
24
Carnegie Investment Counsel
Ohio
$5.17M +$203K +8,474 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.1M +$154K +6,432 +3%

BSJK Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q1 2019, worth a combined $512M — up 19% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSJK positions and 16 closed out — a net gain of 12 holders — while 67 added to existing stakes and 26 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $35.3M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $15.2M sold.

  • 142 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q1 2019, up from 134 in Q4 2018.
  • Funds reported $512M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q1 2019 and 16 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q1 2019 was Signature Estate & Investment Advisors, an estimated $35.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2019.