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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

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: 95103 (+8)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
76
1834 Investment Advisors
Wisconsin
$216K +$12.3K +500 +6%
FA
77
FMA Advisory
Pennsylvania
$213K +$211K +8,600 New
PHS
78
Pekin Hardy Strauss
Illinois
$212K +$211K +8,595 New
CPIG
79
Chicago Partners Investment Group
Illinois
$210K +$207K +8,434 New
KA
80
Kovack Advisors
Florida
$205K -$7.82K -319 -4%
CWM
81
Cornerstone Wealth Management
Missouri
$199K +$5.61K +229 +2%
FCA
82
FinTrust Capital Advisors
South Carolina
$194K +$125K +5,100 +186%
GWM
83
Geneos Wealth Management
Colorado
$188K +$28.7K +1,170 +18%
SWA
84
Sutton Wealth Advisors
Florida
$148K +$147K +5,983 New
RWA
85
Ropes Wealth Advisors
Massachusetts
$131K +$130K +5,300 New
QCIG
86
Quad-Cities Investment Group
Iowa
$109K
NFG
87
Next Financial Group
Texas
$100K -$8.97K -366 -8%
NFH
88
NEXT Financial Holdings
Texas
$100K +$99.1K +4,043 New
FANJ
89
Financial Architects (New Jersey)
New Jersey
$92K +$61.5K +2,510 +207%
WCM
90
Whitener Capital Management
North Carolina
$66K +$66.2K +2,700 New
TA
91
TCG Advisors
Texas
$59K +$58.8K +2,398 New
AAM
92
Advisors Asset Management
Colorado
$55K +$368 +15 +0.7%
EI
93
Ellevest Inc
New York
$33K
CAC
94
Certified Advisory Corp
Florida
$30K +$30.1K +1,230 New
William Blair & Company
95
William Blair & Company
Illinois
$25K
ADL
96
Asset Dedication LLC
California
$22K
AOWM
97
Alpha Omega Wealth Management
Virginia
$20K +$19.8K +810 New
MAM
98
Marquette Asset Management
Minnesota
$15K +$14.7K +600 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$10K +$9.75K +398 New
IA
100
IFP Advisors
Florida
$3K -$169K -6,916 -98%

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.