Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
BSJL was delisted on the 15th of December, 2021.
60 hedge funds and large institutions have $113M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
43% more capital invested
Capital invested by funds: $79M → $113M (+$34M)
28% more funds holding
Funds holding: 47 → 60 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$12.9M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$4.89M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$3.3M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
+$2.21M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$108K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$101K |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$83.5K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$38K |
| 5 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
51
Anchor Investment Management
Columbia,
South Carolina
| $116K | +$116K | +4,604 | New |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $108K | +$1.73K | +69 | +2% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $42K | +$41.8K | +1,665 | New |
|
|
NIC
54
Northwest Investment Counselors
Lake Oswego,
Oregon
| $34K | – | – | – |
|
|
FANJ
55
Financial Architects (New Jersey)
Marlton,
New Jersey
| $31K | – | – | – |
|
|
ADL
56
Asset Dedication LLC
San Francisco,
California
| $22K | +$22.3K | +886 | New |
|
57
SEI Investments
Oaks,
Pennsylvania
| $3K | – | – | – |
|
|
FMTCOCP
58
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $2.53K | – | – | – |
|
|
SWA
59
Sutton Wealth Advisors
Tampa,
Florida
| $657 | – | – | – |
|
|
NA
60
NewEdge Advisors
New Orleans,
Louisiana
| – | -$38K | -1,520 | Closed |
|
BSJL Hedge Fund Activity: Q3 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q3 2017, worth a combined $113M — up 43% from $79M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSJL positions and 1 closed out — a net gain of 14 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $12.9M. The largest seller was Sigma Planning Corp, cutting an estimated $108K.
- 60 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q3 2017, up from 47 in Q2 2017.
- Funds reported $113M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q3 2017, up 43% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q3 2017 and 1 closed out, a net change of +14 holders.
- The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q3 2017 was Leicht Financial Planning & Wealth Management, an estimated $12.9M added.
- The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q3 2017 was Sigma Planning Corp, an estimated $108K sold.
Based on aggregated 13F filings for Q3 2017.