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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

95 hedge funds and large institutions have $248M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

23% more funds holding

Funds holding: 7795 (+18)

17% more capital invested

Capital invested by funds: $213M → $248M (+$35.4M)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
27
Increased
39
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$544K +$9.7K +399 +2%
SWM
52
Segment Wealth Management
Texas
$544K +$72.4K +2,980 +15%
WEC
53
Winslow Evans & Crocker
Massachusetts
$520K +$534K +21,982 New
OMC
54
Old Mission Capital
Illinois
$448K +$460K +18,923 New
WWM
55
Western Wealth Management
Colorado
$432K +$444K +18,249 New
PAG
56
Private Advisory Group
Washington
$431K +$443K +18,203 New
SWP
57
Stratos Wealth Partners
Ohio
$416K
Stifel Financial
58
Stifel Financial
Missouri
$383K +$96.8K +3,982 +32%
MIAN
59
Mariner Independent Advisor Network
Kansas
$382K +$383K +15,756 New
CC
60
Courier Capital
New York
$373K +$13.4K +550 +4%
CA
61
Cetera Advisors
Colorado
$370K +$381K +15,672 New
LNC
62
Lincoln National Corp
Pennsylvania
$339K +$3.43K +141 +1%
AIC
63
Ameritas Investment Company
Nebraska
$338K +$347K +14,269 New
WA
64
WESPAC Advisors
California
$337K +$346K +14,226 New
APA
65
American Portfolios Advisors
New York
$333K +$754 +31 +0.2%
FWM
66
Frontier Wealth Management
Missouri
$313K +$11.2K +460 +4%
OA
67
Oxbow Advisors
Texas
$276K +$17.2K +708 +6%
CWM
68
Cornerstone Wealth Management
Missouri
$253K +$260K +10,686 New
SI
69
Stephens Inc
Arkansas
$244K
OC
70
Oppenheimer & Co
New York
$244K +$250K +10,303 New
OIA
71
Optimum Investment Advisors
Illinois
$234K
AIM
72
Anchor Investment Management
South Carolina
$213K +$851 +35 +0.4%
PA
73
PFG Advisors
Arizona
$208K +$205K +8,434 New
KA
74
Kovack Advisors
Florida
$204K +$1.56K +64 +0.7%
1IA
75
1834 Investment Advisors
Wisconsin
$195K +$13.6K +560 +7%

BSJL Hedge Fund Activity: Q4 2018 in Review

95 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2018, worth a combined $248M — up 17% from $213M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSJL positions and 8 closed out — a net gain of 19 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Weatherstone Capital Management, opening a new position worth an estimated $13.8M. The largest seller was Advisory Alpha, exiting entirely with an estimated $5.33M sold.

  • 95 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2018, up from 77 in Q3 2018.
  • Funds reported $248M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2018 and 8 closed out, a net change of +19 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2018 was Weatherstone Capital Management, an estimated $13.8M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2018 was Advisory Alpha, an estimated $5.33M sold.

Based on aggregated 13F filings for Q4 2018.