Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
BSJL was delisted on the 15th of December, 2021.
77 hedge funds and large institutions have $213M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 6 reducing their positions, and 10 closing their positions.
817% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $182M → $213M (+$30.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 78 → 77 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 2 |
Jane Street
New York
|
+$6.28M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$9.59M |
| 2 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$2.6M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2.15M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$645K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMTCOCP
76
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $2K | – | – | – |
|
|
CWM
77
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$9.59M | -235,616 | Closed |
|
|
LFPWM
78
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| – | -$2.6M | -106,069 | Closed |
|
|
VCM
79
Virtue Capital Management
Brentwood,
Tennessee
| – | -$514K | -20,909 | Closed |
|
|
BC
80
Burney Company
Reston,
Virginia
| – | -$472K | -19,168 | Closed |
|
|
TFA
81
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$333K | -13,527 | Closed |
|
|
CAN
82
Cetera Advisor Networks
El Segundo,
California
| – | -$298K | -12,142 | Closed |
|
83
Citadel Advisors
Miami,
Florida
| – | -$204K | -8,301 | Closed |
|
|
AWA
84
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$52K | -2,095 | Closed |
|
|
AIA
85
Arcadia Investment Advisors
Eagle,
Idaho
| – | -$44.9K | -1,825 | Closed |
|
86
SEI Investments
Oaks,
Pennsylvania
| – | -$3K | -109 | Closed |
|
BSJL Hedge Fund Activity: Q3 2018 in Review
77 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q3 2018, worth a combined $213M — up 17% from $182M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BSJL and 9 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 55 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $9.59M sold.
- 77 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q3 2018, down from 78 in Q2 2018.
- Funds reported $213M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q3 2018 and 10 closed out, a net change of -1 holder.
- The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12M added.
- The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.59M sold.
Based on aggregated 13F filings for Q3 2018.