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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL

Delisted

BSJL was delisted on the 15th of December, 2021.

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136 hedge funds and large institutions have $490M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

6% more funds holding

Funds holding: 128 → 136 (+8)

4% more capital invested

Capital invested by funds: $471M → $490M (+$18.9M)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.41%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
25
Increased
39
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$14.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
3
Jane Street
Jane Street
New York
+$10.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.3M
5
UCFA
United Capital Financial Advisors
Texas
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$21.4M
2
Stifel Financial
Stifel Financial
Missouri
-$15.6M
3
NRI
NFP Retirement Inc
California
-$10.3M
4
CIC
Carnegie Investment Counsel
Ohio
-$6.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$5.89M +$1.27M +55,060 +28%
CFO
27
Collective Family Office
Pennsylvania
$5.65M +$5.64M +244,552 New
KAS
28
Kestra Advisory Services
Texas
$5.58M +$2.16M +93,859 +64%
Legacy Financial Group (Iowa)
29
Legacy Financial Group (Iowa)
Iowa
$5.36M +$5.36M +232,196 New
ADL
30
Asset Dedication LLC
California
$5.19M -$56.1K -2,431 -1%
HighTower Advisors
31
HighTower Advisors
Illinois
$4.99M +$406K +17,592 +9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.38M -$271K -11,730 -6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4.32M +$80.1K +3,472 +2%
ACM
34
AlphaStar Capital Management
North Carolina
$3.47M -$65.5K -2,838 -2%
OIM
35
Oder Investment Management
California
$3.39M +$3.39M +146,912 New
SEEDPG
36
S.E.E.D. Planning Group
New York
$3.38M +$445K +19,289 +15%
PAG
37
Private Advisor Group
New Jersey
$3.32M -$256K -11,116 -7%
WI
38
Wintrust Investments
Illinois
$3.24M +$710K +30,764 +28%
SWMG
39
Strategic Wealth Management Group
Maryland
$3.16M +$664K +28,783 +27%
RS
40
Retirement Solution
Washington
$3.06M +$3.06M +132,658 New
FTUS
41
Flow Traders U.S.
New York
$3.04M +$3.03M +131,529 New
AWS
42
AJ Wealth Strategies
New York
$3M +$3M +129,920 New
PFS
43
Prospera Financial Services
Texas
$2.84M +$2.8M +121,521 +7,595%
BCM
44
Brookstone Capital Management
Illinois
$2.59M -$92.8K -4,024 -3%
NB
45
Northwest Bancshares
Pennsylvania
$2.55M -$361K -15,641 -12%
Truist Financial
46
Truist Financial
North Carolina
$2.48M -$110K -4,783 -4%
FI
47
FormulaFolio Investments
Michigan
$2.39M +$2.39M +103,479 New
HIP
48
HUB Investment Partners
Texas
$2.18M +$2.19M +95,079 New
FA
49
FMA Advisory
Pennsylvania
$2.12M -$82.4K -3,574 -4%
Stifel Financial
50
Stifel Financial
Missouri
$2.08M -$15.6M -678,467 -88%
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BSJL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2020, worth a combined $490M — up 4% from $471M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJL positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Ironwood Wealth Management (Arizona), opening a new position worth an estimated $14.7M. The largest seller was Wells Fargo, cutting an estimated $21.4M.

  • 136 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $490M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2020, up 4% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2020 was Ironwood Wealth Management (Arizona), an estimated $14.7M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2020.