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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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129 hedge funds and large institutions have $375M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 136 → 129 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

24% less capital invested

Capital invested by funds: $490M → $375M (-$115M)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

70% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 67

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.27%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.12%
New
17
Increased
20
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$22.9M
2
CCC
Crescent Capital Consulting
Louisiana
+$9.33M
3
AA
Advisory Alpha
Michigan
+$7.79M
4
WANY
Wealthspire Advisors (New York)
New York
+$3.36M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$24.1M
2
UBS Group
UBS Group
Switzerland
-$15.5M
3
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$14.7M
4
AMG
Advisors Management Group
Wisconsin
-$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$424K -$225K -9,759 -35%
Truist Financial
77
Truist Financial
North Carolina
$422K -$2.05M -88,964 -83%
EWM
78
Empirical Wealth Management
Washington
$409K -$148K -6,399 -27%
GIA
79
Gladstone Institutional Advisory
Florida
$403K -$158K -6,868 -28%
GWM
80
Geneos Wealth Management
Colorado
$400K -$27.9K -1,211 -7%
CIC
81
Carnegie Investment Counsel
Ohio
$397K -$596K -25,835 -60%
PWSG
82
Pacific Wealth Strategies Group
California
$397K -$132K -5,717 -25%
FWM
83
Frontier Wealth Management
Missouri
$388K – – –
WWM
84
Western Wealth Management
Colorado
$378K +$231 +10 +0.1%
B
85
Bellecapital
Switzerland
$362K -$91.2K -3,950 -20%
NFG
86
Nations Financial Group
Iowa
$356K +$138K +5,980 +63%
BFA
87
Beaumont Financial Advisors
Massachusetts
$335K -$446K -19,339 -57%
OMC
88
Old Mission Capital
Illinois
$327K +$327K +14,182 New
HI
89
Harbour Investments
Wisconsin
$273K +$273K +11,822 New
JWCA
90
J.W. Cole Advisors
Florida
$269K +$12.6K +544 +5%
SI
91
Stephens Inc
Arkansas
$262K +$4.04K +175 +2%
TCA
92
Transcend Capital Advisors
New Jersey
$258K +$259K +11,230 New
CWM
93
Cornerstone Wealth Management
Missouri
$243K -$34.6K -1,500 -12%
OA
94
Oxbow Advisors
Texas
$227K -$22.5K -975 -9%
1SB
95
1ST Source Bank
Indiana
$224K – – –
OIM
96
Oder Investment Management
California
$214K -$3.18M -137,616 -94%
Principal Financial Group
97
Principal Financial Group
Iowa
$208K +$208K +9,025 New
OC
98
Oppenheimer & Co
New York
$207K – – –
WA
99
WESPAC Advisors
California
$205K – – –
SFA
100
Souders Financial Advisors
Ohio
$205K +$205K +8,871 New
2 3
4
5 6

BSJL Hedge Fund Activity: Q1 2021 in Review

129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q1 2021, worth a combined $375M — down 24% from $490M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BSJL and 17 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 20 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $22.9M. The largest seller was Gradient Investments, cutting an estimated $24.1M.

  • 129 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $375M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q1 2021, down 24% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q1 2021 and 22 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q1 2021 was AJ Wealth Strategies, an estimated $22.9M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2021.