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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

116 hedge funds and large institutions have $351M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 14

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $291M → $351M (+$59.2M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 103116 (+13)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
19
Increased
68
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Segment Wealth Management
Texas
$944K +$147K +5,930 +18%
FHC
52
First Heartland Consultants
Missouri
$883K +$132K +5,326 +18%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$866K -$25.2K -1,018 -3%
DADC
54
D.A. Davidson & Co
Montana
$820K -$90.3K -3,654 -10%
TA
55
TCG Advisors
Texas
$785K +$724K +29,292 +1,222%
MIAN
56
Mariner Independent Advisor Network
Kansas
$706K +$248K +10,049 +54%
FF
57
Friedenthal Financial
New Jersey
$704K +$70.3K +2,843 +11%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$703K +$704K +28,471 New
PAG
59
Private Advisory Group
Washington
$679K +$229K +9,281 +51%
EWM
60
Empirical Wealth Management
Washington
$661K -$108K -4,361 -14%
WEC
61
Winslow Evans & Crocker
Massachusetts
$650K +$50.5K +2,044 +8%
SPC
62
Sigma Planning Corp
Michigan
$596K +$8.18K +331 +1%
HB
63
Homrich & Berg
Georgia
$595K +$596K +24,095 New
BWA
64
BDO Wealth Advisors
Florida
$521K -$64.3K -2,600 -11%
CC
65
Courier Capital
New York
$512K +$86.3K +3,490 +20%
SWM
66
Shakespeare Wealth Management
Wisconsin
$470K +$470K +19,015 New
GIA
67
Gladstone Institutional Advisory
Florida
$462K +$462K +18,692 New
WWM
68
Western Wealth Management
Colorado
$452K +$742 +30 +0.2%
FGAM
69
Financial Gravity Asset Management
Texas
$441K -$82.8K -3,350 -16%
B
70
Bellecapital
Switzerland
$441K +$441K +17,835 New
SWP
71
Stratos Wealth Partners
Ohio
$414K -$20K -808 -5%
EWM
72
Edge Wealth Management
New York
$409K +$409K +16,550 New
ATC
73
Argent Trust Co
Tennessee
$408K
WP
74
WealthSource Partners
California
$391K +$40.5K +1,639 +12%
WA
75
WESPAC Advisors
California
$380K -$45.6K -1,845 -11%

BSJL Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q2 2019, worth a combined $351M — up 20% from $291M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSJL positions and 4 closed out — a net gain of 15 holders — while 68 added to existing stakes and 14 trimmed.

The largest buyer was Stifel Financial, adding an estimated $10.8M. The largest seller was Allen Capital Group, cutting an estimated $3.83M.

  • 116 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q2 2019, up from 103 in Q1 2019.
  • Funds reported $351M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q2 2019, up 20% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q2 2019 and 4 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q2 2019 was Stifel Financial, an estimated $10.8M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q2 2019 was Allen Capital Group, an estimated $3.83M sold.

Based on aggregated 13F filings for Q2 2019.