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BSJK

Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK

Delisted

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

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157 hedge funds and large institutions have $555M invested in Invesco BulletShares 2020 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

11% more funds holding

Funds holding: 141 → 157 (+16)

9% more capital invested

Capital invested by funds: $509M → $555M (+$46M)

Holders
157
Holders Change
+16
Holders Change %
+11.35%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
34
Increased
62
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$4.3M
2
Wells Fargo
Wells Fargo
California
+$3.75M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.65M
4
UCFA
United Capital Financial Advisors
Texas
+$3.56M
5
Truist Financial
Truist Financial
North Carolina
+$3.02M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$4.63M
2
Bank of America
Bank of America
North Carolina
-$3.57M
3
Jane Street
Jane Street
New York
-$3.57M
4
PAG
Private Advisor Group
New Jersey
-$2.93M
5
PV
Private Vista
Illinois
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$41.6M +$2.85M +119,219 +7%
UCFA
2
United Capital Financial Advisors
Texas
$34.8M +$3.56M +148,935 +11%
Wells Fargo
3
Wells Fargo
California
$30.1M +$3.75M +156,964 +14%
UBS Group
4
UBS Group
Switzerland
$29.7M -$40.5K -1,692 -0.1%
Bank of America
5
Bank of America
North Carolina
$28.8M -$3.57M -149,386 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27M +$3.65M +152,788 +16%
GI
7
Gradient Investments
Minnesota
$26M +$1.04M +43,492 +4%
Morgan Stanley
8
Morgan Stanley
New York
$25.5M +$2.26M +94,432 +10%
IWC
9
Integrated Wealth Concepts
Massachusetts
$21.5M +$4.3M +179,640 +25%
LPL Financial
10
LPL Financial
California
$15.6M +$613K +25,640 +4%
IAS
11
IMA Advisory Services
Colorado
$14.2M -$260K -10,866 -2%
AMG
12
Advisors Management Group
Wisconsin
$12.5M -$33.7K -1,409 -0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.1M +$1.52M +63,388 +14%
PV
14
Private Vista
Illinois
$10.6M -$1.87M -78,384 -15%
MFWM
15
Motley Fool Wealth Management
Virginia
$10.4M -$105K -4,371 -1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10.2M +$275K +11,482 +3%
IWMA
17
Ironwood Wealth Management (Arizona)
Arizona
$10.2M +$452K +18,907 +5%
IF
18
Ironwood Financial
Arizona
$8.65M -$135K -5,652 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.27M +$2.3M +96,194 +39%
BWM
20
BCS Wealth Management
Tennessee
$7.81M +$7.81M +326,520 New
HighTower Advisors
21
HighTower Advisors
Illinois
$6.92M +$1.39M +57,993 +25%
AP
22
Atwood & Palmer
Missouri
$6.8M -$81.3K -3,400 -1%
SIC
23
SFE Investment Counsel
California
$6.51M -$605K -25,299 -9%
CA
24
Cetera Advisors
Colorado
$6.29M +$360K +15,041 +6%
MCP
25
Mirador Capital Partners
California
$6.16M +$232K +9,681 +4%
1
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BSJK Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) for Q4 2019, worth a combined $555M — up 9% from $509M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSJK positions and 17 closed out — a net gain of 17 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $4.3M. The largest seller was Advisory Services Network, exiting entirely with an estimated $4.63M sold.

  • 157 institutional investors held Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $555M of Invesco BulletShares 2020 High Yield Corporate Bond ETF stock for Q4 2019, up 9% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2020 High Yield Corporate Bond ETF positions in Q4 2019 and 17 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF buyer in Q4 2019 was Integrated Wealth Concepts, an estimated $4.3M added.
  • The largest Invesco BulletShares 2020 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2019.