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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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103 hedge funds and large institutions have $291M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $248M → $291M (+$43.2M)

8% more funds holding

Funds holding: 95 → 103 (+8)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
54
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.8M
2
AMG
Advisors Management Group
Wisconsin
+$9.23M
3
GI
Gradient Investments
Minnesota
+$6.79M
4
Morgan Stanley
Morgan Stanley
New York
+$4.76M
5
IAS
IMA Advisory Services
Colorado
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
WCM
Weatherstone Capital Management
Colorado
-$14.1M
2
BCM
Bluefin Capital Management
New York
-$3.83M
3
Jane Street
Jane Street
New York
-$2.08M
4
ACG
Allen Capital Group
Nebraska
-$1.66M
5
FTUS
Flow Traders U.S.
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
51
Friedenthal Financial
New Jersey
$634K +$3.31K +135 +0.5%
WEC
52
Winslow Evans & Crocker
Massachusetts
$600K +$55.1K +2,250 +10%
SPC
53
Sigma Planning Corp
Michigan
$588K +$19.7K +806 +4%
BWA
54
BDO Wealth Advisors
Florida
$586K +$581K +23,700 New
CA
55
Cetera Advisors
Colorado
$540K +$151K +6,159 +39%
FGAM
56
Financial Gravity Asset Management
Texas
$524K +$519K +21,198 New
MIAN
57
Mariner Independent Advisor Network
Kansas
$457K +$66.7K +2,722 +17%
WWM
58
Western Wealth Management
Colorado
$451K +$613 +25 +0.1%
SWP
59
Stratos Wealth Partners
Ohio
$435K – – –
PAG
60
Private Advisory Group
Washington
$431K – – –
CC
61
Courier Capital
New York
$426K +$36.3K +1,480 +9%
WA
62
WESPAC Advisors
California
$426K +$73.5K +2,999 +21%
ATC
63
Argent Trust Co
Tennessee
$408K +$404K +16,500 New
WP
64
WealthSource Partners
California
$351K +$348K +14,202 New
APA
65
American Portfolios Advisors
New York
$347K -$760 -31 -0.2%
BFA
66
Beaumont Financial Advisors
Massachusetts
$329K +$326K +13,320 New
FWM
67
Frontier Wealth Management
Missouri
$325K -$2.21K -90 -0.7%
OA
68
Oxbow Advisors
Texas
$304K +$15.7K +640 +5%
SI
69
Stephens Inc
Arkansas
$285K +$29.7K +1,212 +12%
NA
70
NewEdge Advisors
Louisiana
$283K +$280K +11,437 New
LNC
71
Lincoln National Corp
Pennsylvania
$261K -$92.6K -3,781 -26%
OC
72
Oppenheimer & Co
New York
$255K – – –
OIA
73
Optimum Investment Advisors
Illinois
$244K – – –
AIM
74
Anchor Investment Management
South Carolina
$222K – – –
SWMG
75
Strategic Wealth Management Group
Maryland
$222K +$220K +8,977 New
1 2
3
4 5

BSJL Hedge Fund Activity: Q1 2019 in Review

103 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q1 2019, worth a combined $291M — up 17% from $248M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJL positions and 13 closed out — a net gain of 11 holders — while 54 added to existing stakes and 14 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $12.8M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $14.1M sold.

  • 103 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q1 2019, up from 95 in Q4 2018.
  • Funds reported $291M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q1 2019 and 13 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $12.8M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.