Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
BSJL was delisted on the 15th of December, 2021.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$14.3M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$11M |
| 3 |
Morgan Stanley
New York
|
+$4.56M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.78M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.52M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.39M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$5.31M |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$4.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
76
Asset Dedication LLC
San Francisco,
California
| – | -$22K | -886 | Closed |
|
77
SEI Investments
Oaks,
Pennsylvania
| – | -$3K | -109 | Closed |
|
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.