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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF

Delisted

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

147 hedge funds and large institutions have $494M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 142147 (+5)

4% less capital invested

Capital invested by funds: $512M → $494M (-$18.7M)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
3.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
18
Increased
69
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$35.3M -$32.2M -1,339,667 -48%
Bank of America
2
Bank of America
North Carolina
$32.3M +$4.49M +186,448 +16%
UCFA
3
United Capital Financial Advisors
Texas
$29.6M +$2.7M +112,107 +10%
Wells Fargo
4
Wells Fargo
California
$28.3M +$2.85M +118,278 +11%
UBS Group
5
UBS Group
Switzerland
$28.2M +$2.43M +100,890 +9%
GI
6
Gradient Investments
Minnesota
$25.3M +$6.66M +276,549 +36%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23M +$268K +11,154 +1%
Morgan Stanley
8
Morgan Stanley
New York
$21.6M -$186K -7,725 -0.9%
IAS
9
IMA Advisory Services
Colorado
$13.3M +$944K +39,238 +8%
LPL Financial
10
LPL Financial
California
$13.3M +$53.4K +2,218 +0.4%
IWC
11
Integrated Wealth Concepts
Massachusetts
$13M +$2M +83,194 +18%
PV
12
Private Vista
Illinois
$12.6M +$441K +18,327 +4%
AMG
13
Advisors Management Group
Wisconsin
$12.6M +$94.3K +3,918 +0.8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11M +$383K +15,898 +4%
MFWM
15
Motley Fool Wealth Management
Virginia
$10.8M -$407K -16,909 -4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10.8M +$354K +14,700 +3%
IWMA
17
Ironwood Wealth Management (Arizona)
Arizona
$9.35M -$1.38M -57,400 -13%
IF
18
Ironwood Financial
Arizona
$8.88M +$531K +22,051 +6%
SIC
19
SFE Investment Counsel
California
$7.21M +$200K +8,290 +3%
AP
20
Atwood & Palmer
Missouri
$7.08M -$62.6K -2,600 -0.9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.2M +$594K +24,691 +11%
HighTower Advisors
22
HighTower Advisors
Illinois
$5.18M +$70.6K +2,934 +1%
CIC
23
Carnegie Investment Counsel
Ohio
$5.14M -$29.7K -1,235 -0.6%
MCP
24
Mirador Capital Partners
California
$5.1M +$2.92M +121,428 +134%
CA
25
Cetera Advisors
Colorado
$4.96M +$459K +19,082 +10%

BSJK Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q2 2019, worth a combined $494M — down 3.7% from $512M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJK positions and 10 closed out — a net gain of 8 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Gradient Investments, adding an estimated $6.66M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $32.2M.

  • 147 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q2 2019, up from 142 in Q1 2019.
  • Funds reported $494M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q2 2019, down 3.7% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q2 2019 was Gradient Investments, an estimated $6.66M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q2 2019 was Signature Estate & Investment Advisors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2019.