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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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61 hedge funds and large institutions have $153M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% less funds holding

Funds holding: 69 → 61 (-8)

12% less capital invested

Capital invested by funds: $175M → $153M (-$21.6M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
9
Increased
30
Reduced
17
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$14.3M
2
ACG
Allen Capital Group
Nebraska
+$11M
3
Morgan Stanley
Morgan Stanley
New York
+$4.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.78M
5
UBS Group
UBS Group
Switzerland
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.39M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$5.31M
5
IF
Ironwood Financial
Arizona
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LW
51
Linscomb Wealth
Texas
$217K – – –
AIM
52
Anchor Investment Management
South Carolina
$208K +$17.3K +700 +9%
WI
53
WrapManager Inc
California
$205K +$206K +8,311 New
OMC
54
Old Mission Capital
Illinois
$200K -$22K -887 -10%
IA
55
IFP Advisors
Florida
$139K – – –
MCM
56
Monument Capital Management
Virginia
$135K -$10.1K -407 -7%
OIA
57
Optimum Investment Advisors
Illinois
$128K +$129K +5,200 New
SIS
58
Sound Income Strategies
Florida
$64K +$64.7K +2,611 New
AWA
59
Acorn Wealth Advisors
Michigan
$51K +$619 +25 +1%
FMTCOCP
60
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.46K – – –
SWA
61
Sutton Wealth Advisors
Florida
$641 – – –
IF
62
Ironwood Financial
Arizona
– -$4.65M -186,361 Closed
PV
63
Private Vista
Illinois
– -$4.54M -182,248 Closed
HighTower Advisors
64
HighTower Advisors
Illinois
– -$4.22M -169,171 Closed
SIC
65
SFE Investment Counsel
California
– -$3.88M -155,602 Closed
BCM
66
Brookstone Capital Management
Illinois
– -$2.31M -92,765 Closed
CIC
67
Carnegie Investment Counsel
Ohio
– -$1.31M -53,075 Closed
MCP
68
Mirador Capital Partners
California
– -$1.07M -42,941 Closed
PSF
69
Pacific Sun Financial
California
– -$1.07M -42,941 Closed
LNC
70
Lincoln National Corp
Pennsylvania
– -$1.06M -42,400 Closed
VF
71
Virtu Financial
New York
– -$431K -17,275 Closed
HB
72
Homrich & Berg
Georgia
– -$207K -8,292 Closed
1IA
73
1834 Investment Advisors
Wisconsin
– -$195K -7,800 Closed
FANJ
74
Financial Architects (New Jersey)
New Jersey
– -$30K -1,215 Closed
FAAS
75
First Allied Advisory Services
California
– -$29K -1,195 Closed
1 2
3
4

BSJL Hedge Fund Activity: Q1 2018 in Review

61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q1 2018, worth a combined $153M — down 12% from $175M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BSJL and 9 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 30 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $14.3M. The largest seller was Wells Fargo, cutting an estimated $8.52M.

  • 61 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q1 2018, down from 69 in Q4 2017.
  • Funds reported $153M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q1 2018 and 17 closed out, a net change of -8 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q1 2018 was WBI Investments, an estimated $14.3M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q1 2018 was Wells Fargo, an estimated $8.52M sold.

Based on aggregated 13F filings for Q1 2018.