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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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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: 122 → 134 (+12)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (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
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$8.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.72M
3
Truist Financial
Truist Financial
North Carolina
+$3.12M
4
FTUS
Flow Traders U.S.
New York
+$3.09M
5
UBS Group
UBS Group
Switzerland
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$3.63M
2
ACG
Allen Capital Group
Nebraska
-$3.45M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.67M
4
VAM
Verity Asset Management
North Carolina
-$2.31M
5
PAG
Private Advisor Group
New Jersey
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$250K -$13.4K -544 -5%
GWM
102
Geneos Wealth Management
Colorado
$245K +$31.6K +1,285 +15%
AIM
103
Anchor Investment Management
South Carolina
$241K – – –
WP
104
WealthSource Partners
California
$240K +$12K +489 +5%
SRC
105
Shufro Rose & Co
New York
$223K – – –
CPIG
106
Chicago Partners Investment Group
Illinois
$211K +$664 +27 +0.3%
WS
107
Wedbush Securities
California
$207K – – –
KA
108
Kovack Advisors
Florida
$202K -$11.4K -463 -5%
1IA
109
1834 Investment Advisors
Wisconsin
$195K – – –
OIA
110
Optimum Investment Advisors
Illinois
$195K – – –
FCA
111
FinTrust Capital Advisors
South Carolina
$193K – – –
FANJ
112
Financial Architects (New Jersey)
New Jersey
$192K – – –
NFG
113
Next Financial Group
Texas
$156K +$3.88K +158 +3%
SWA
114
Sutton Wealth Advisors
Florida
$146K – – –
IA
115
IFP Advisors
Florida
$139K -$2.14K -87 -2%
WQ
116
Wealth Quarterback
New Jersey
$105K +$2.34M +95,338 New
SFS
117
Sowell Financial Services
Arkansas
$73K +$73.2K +2,977 New
TT
118
TI-Trust
Illinois
$70K +$69.8K +2,838 New
ADL
119
Asset Dedication LLC
California
$47K – – –
LWM
120
Lenox Wealth Management
Ohio
$35K +$34.5K +1,404 New
EI
121
Ellevest Inc
New York
$33K – – –
CAC
122
Certified Advisory Corp
Florida
$32K +$369 +15 +1%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$23K +$19.9K +809 +627%
GFPC
124
Global Financial Private Capital
Florida
$21K – – –
KIG
125
Kessler Investment Group
Indiana
$19K +$19.1K +779 New
2 3 4
5
6

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.