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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
AF
76
Advisornet Financial
Minnesota
$649K – – –
GIA
77
Gladstone Institutional Advisory
Florida
$562K -$54.8K -2,375 -9%
EWM
78
Empirical Wealth Management
Washington
$557K +$11K +475 +2%
NA
79
NewEdge Advisors
Louisiana
$535K -$30.9K -1,338 -5%
PWSG
80
Pacific Wealth Strategies Group
California
$530K -$64.4K -2,794 -11%
LNC
81
Lincoln National Corp
Pennsylvania
$475K +$102K +4,427 +27%
SWM
82
Segment Wealth Management
Texas
$474K -$31.8K -1,380 -6%
B
83
Bellecapital
Switzerland
$454K – – –
SRC
84
Shufro Rose & Co
New York
$451K – – –
GWM
85
Geneos Wealth Management
Colorado
$415K +$64K +2,776 +18%
FWM
86
Frontier Wealth Management
Missouri
$389K -$96.9K -4,200 -20%
WWM
87
Western Wealth Management
Colorado
$379K -$24.1K -1,043 -6%
CPC
88
Cookson Peirce & Co
Pennsylvania
$357K +$6.92K +300 +2%
TSS
89
Two Sigma Securities
New York
$314K +$314K +13,599 New
APA
90
American Portfolios Advisors
New York
$295K – – –
CWM
91
Cornerstone Wealth Management
Missouri
$279K -$23.9K -1,035 -8%
SI
92
Stephens Inc
Arkansas
$259K -$11K -478 -4%
JWCA
93
J.W. Cole Advisors
Florida
$257K +$257K +11,122 New
TCCM
94
Timber Creek Capital Management
Massachusetts
$256K +$44.4K +1,925 +21%
OA
95
Oxbow Advisors
Texas
$250K -$9.23K -400 -4%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$224K -$671K -29,092 -75%
WP
97
WealthSource Partners
California
$224K – – –
1SB
98
1ST Source Bank
Indiana
$224K +$224K +9,695 New
CA
99
Calton & Associates
Florida
$221K – – –
NFG
100
Nations Financial Group
Iowa
$219K +$12.4K +536 +6%
2 3
4
5 6

BSJL Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 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.