We are live on ! Find out more
BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL

Delisted

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

Back to rankings

129 hedge funds and large institutions have $375M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 136 → 129 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

24% less capital invested

Capital invested by funds: $490M → $375M (-$115M)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

70% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 67

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.27%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
17
Increased
20
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$22.9M
2
CCC
Crescent Capital Consulting
Louisiana
+$9.33M
3
AA
Advisory Alpha
Michigan
+$7.79M
4
WANY
Wealthspire Advisors (New York)
New York
+$3.36M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$24.1M
2
UBS Group
UBS Group
Switzerland
-$15.5M
3
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$14.7M
4
AMG
Advisors Management Group
Wisconsin
-$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
26
WFA of San Diego
California
$3.96M -$578K -25,068 -13%
ACM
27
AlphaStar Capital Management
North Carolina
$3.37M -$94.8K -4,108 -3%
WANY
28
Wealthspire Advisors (New York)
New York
$3.36M +$3.36M +145,636 New
WI
29
Wintrust Investments
Illinois
$3.19M -$46.2K -2,000 -1%
SWMG
30
Strategic Wealth Management Group
Maryland
$3.13M -$16.3K -708 -0.5%
RS
31
Retirement Solution
Washington
$3.09M +$27.4K +1,187 +0.9%
ADL
32
Asset Dedication LLC
California
$3.08M -$2.1M -91,079 -41%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.99M -$3.28M -142,347 -52%
PFS
34
Prospera Financial Services
Texas
$2.98M +$139K +6,011 +5%
PAG
35
Private Advisor Group
New Jersey
$2.96M -$360K -15,583 -11%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.9M -$9.92M -429,979 -77%
BCM
37
BlueCrest Capital Management
Jersey
$2.66M +$1.63M +70,432 +157%
Legacy Financial Group (Iowa)
38
Legacy Financial Group (Iowa)
Iowa
$2.65M -$2.71M -117,479 -51%
KAS
39
Kestra Advisory Services
Texas
$2.63M -$2.93M -127,181 -53%
FTUS
40
Flow Traders U.S.
New York
$2.32M -$714K -30,938 -24%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.32M -$2.06M -89,219 -47%
NB
42
Northwest Bancshares
Pennsylvania
$2.07M -$476K -20,614 -19%
CP
43
Corbenic Partners
Pennsylvania
$1.94M +$1.94M +83,897 New
P
44
Paradiem
Louisiana
$1.76M +$272K +11,782 +18%
BCM
45
Brookstone Capital Management
Illinois
$1.72M -$866K -37,511 -33%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.7M – – –
Stifel Financial
47
Stifel Financial
Missouri
$1.66M -$418K -18,099 -20%
KNW
48
Kesler Norman & Wride
Utah
$1.65M +$124K +5,381 +8%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.64M +$1.64M +70,971 New
RJA
50
Raymond James & Associates
Florida
$1.53M +$448K +19,409 +41%
1
2
3 4 5

BSJL Hedge Fund Activity: Q1 2021 in Review

129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q1 2021, worth a combined $375M — down 24% from $490M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BSJL and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 20 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $22.9M. The largest seller was Gradient Investments, cutting an estimated $24.1M.

  • 129 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $375M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q1 2021, down 24% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q1 2021 was AJ Wealth Strategies, an estimated $22.9M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2021.