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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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136 hedge funds and large institutions have $490M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

6% more funds holding

Funds holding: 128 → 136 (+8)

4% more capital invested

Capital invested by funds: $471M → $490M (+$18.9M)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.41%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
25
Increased
39
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$14.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
3
Jane Street
Jane Street
New York
+$10.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.3M
5
UCFA
United Capital Financial Advisors
Texas
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$21.4M
2
Stifel Financial
Stifel Financial
Missouri
-$15.6M
3
NRI
NFP Retirement Inc
California
-$10.3M
4
CIC
Carnegie Investment Counsel
Ohio
-$6.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
51
American Institute for Advanced Investment Management
Arizona
$1.62M -$17.5K -757 -1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.59M – – –
KNW
53
Kesler Norman & Wride
Utah
$1.53M +$1.53M +66,139 New
P
54
Paradiem
Louisiana
$1.49M +$1.49M +64,699 New
CCC
55
Crescent Capital Consulting
Louisiana
$1.47M +$1.47M +63,548 New
CC
56
Courier Capital
New York
$1.42M +$116K +5,016 +9%
IWM
57
IHT Wealth Management
Illinois
$1.39M -$17K -739 -1%
CA
58
Cetera Advisors
Colorado
$1.31M +$108K +4,679 +9%
AC
59
Avestar Capital
New York
$1.25M +$72.3K +3,136 +6%
PAS
60
Park Avenue Securities
New York
$1.18M +$79.5K +3,446 +7%
PAG
61
Private Advisory Group
Washington
$1.17M -$179K -7,768 -13%
RJA
62
Raymond James & Associates
Florida
$1.09M -$108K -4,701 -9%
NRI
63
NFP Retirement Inc
California
$1.05M -$10.3M -446,058 -91%
AIM
64
Aspen Investment Management
Michigan
$1.04M +$114K +4,950 +12%
BCM
65
BlueCrest Capital Management
Jersey
$1.04M +$1.04M +44,939 New
CIC
66
Carnegie Investment Counsel
Ohio
$995K -$6.7M -290,292 -87%
MML Investors Services
67
MML Investors Services
Massachusetts
$927K +$54K +2,341 +6%
HB
68
Homrich & Berg
Georgia
$922K +$577 +25 +0.1%
SPC
69
Sigma Planning Corp
Michigan
$912K +$74.2K +3,217 +9%
JP Morgan Chase
70
JP Morgan Chase
New York
$894K -$11.5K -500 -1%
DADC
71
D.A. Davidson & Co
Montana
$882K +$346 +15 +0%
SWP
72
Stratos Wealth Partners
Ohio
$835K -$170K -7,369 -17%
BFA
73
Beaumont Financial Advisors
Massachusetts
$782K -$868K -37,621 -53%
IWP
74
Insight Wealth Partners
Texas
$680K +$16.8K +729 +3%
NFG
75
Next Financial Group
Texas
$650K +$355K +15,406 +121%
1 2
3
4 5

BSJL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2020, worth a combined $490M — up 4% from $471M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJL positions and 16 closed out — a net gain of 9 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Ironwood Wealth Management (Arizona), opening a new position worth an estimated $14.7M. The largest seller was Wells Fargo, cutting an estimated $21.4M.

  • 136 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $490M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2020, up 4% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2020 was Ironwood Wealth Management (Arizona), an estimated $14.7M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2020.