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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

134 hedge funds and large institutions have $455M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 19

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $386M → $455M (+$69.1M)

10% more funds holding

Funds holding: 122134 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
69
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$650K
SWP
77
Stratos Wealth Partners
Ohio
$628K +$86.8K +3,533 +16%
SPC
78
Sigma Planning Corp
Michigan
$593K -$20.8K -848 -3%
LWA
79
Lineweaver Wealth Advisors
Ohio
$523K +$521K +21,197 New
NA
80
NewEdge Advisors
Louisiana
$500K +$96.1K +3,912 +24%
GIA
81
Gladstone Institutional Advisory
Florida
$496K +$41.9K +1,704 +9%
B
82
Bellecapital
Switzerland
$485K +$44.7K +1,817 +10%
WWM
83
Western Wealth Management
Colorado
$453K +$860 +35 +0.2%
GRP
84
Global Retirement Partners
California
$452K +$450K +18,298 New
OC
85
Oppenheimer & Co
New York
$433K +$113K +4,600 +35%
BWA
86
BDO Wealth Advisors
Florida
$390K -$147K -6,000 -28%
BAM
87
Belpointe Asset Management
Nevada
$383K +$281K +11,449 +280%
CONA
88
Capital One National Association
New York
$365K +$364K +14,800 New
APA
89
American Portfolios Advisors
New York
$347K
FA
90
FMA Advisory
Pennsylvania
$343K +$8.13K +331 +2%
CWM
91
Cornerstone Wealth Management
Missouri
$336K +$10.5K +429 +3%
ZCA
92
Zeke Capital Advisors
Pennsylvania
$333K
IAA
93
Independent Advisor Alliance
North Carolina
$314K +$313K +12,734 New
AIC
94
Ameritas Investment Company
Nebraska
$313K +$133K +5,394 +74%
OA
95
Oxbow Advisors
Texas
$304K
SI
96
Stephens Inc
Arkansas
$302K -$11.6K -472 -4%
WA
97
WESPAC Advisors
California
$301K +$59.7K +2,431 +25%
SC
98
Slow Capital
California
$281K +$50.4K +2,049 +22%
JWCA
99
J.W. Cole Advisors
Florida
$277K +$276K +11,218 New
ATC
100
Argent Trust Co
Tennessee
$271K -$135K -5,500 -33%

BSJL Hedge Fund Activity: Q4 2019 in Review

134 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2019, worth a combined $455M — up 18% from $386M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSJL positions and 13 closed out — a net gain of 14 holders — while 69 added to existing stakes and 19 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $8.57M. The largest seller was Advisory Services Network, exiting entirely with an estimated $3.63M sold.

  • 134 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $455M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2019 and 13 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2019 was United Capital Financial Advisors, an estimated $8.57M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $3.63M sold.

Based on aggregated 13F filings for Q4 2019.