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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
AIM
101
Anchor Investment Management
South Carolina
$210K – – –
OC
102
Oppenheimer & Co
New York
$207K – – –
WA
103
WESPAC Advisors
California
$205K -$12.8K -557 -6%
FCA
104
FinTrust Capital Advisors
South Carolina
$162K – – –
KFI
105
Key Financial Inc
Pennsylvania
$150K +$149K +6,481 New
EWM
106
Edge Wealth Management
New York
$139K -$368K -15,972 -73%
AWM
107
Avior Wealth Management
Nebraska
$139K +$1.25K +54 +0.9%
SWA
108
Sutton Wealth Advisors
Florida
$136K – – –
Deutsche Bank
109
Deutsche Bank
Germany
$111K +$72.5K +3,142 +187%
BWA
110
BDO Wealth Advisors
Florida
$83K – – –
MF
111
Manchester Financial
California
$64K – – –
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$57K – – –
SFS
113
Sowell Financial Services
Arkansas
$56K – – –
KIG
114
Kessler Investment Group
Indiana
$42K – – –
M1FG
115
Mach-1 Financial Group
Arkansas
$39K +$39.1K +1,697 New
MCC
116
Money Concepts Capital
Florida
$39K +$39.2K +1,701 New
NFSG
117
Newbridge Financial Services Group
Florida
$33K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$28K – – –
OFG
119
Oxford Financial Group
Indiana
$22K +$22K +954 New
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6K – – –
IA
121
IFS Advisors
Kansas
$18K +$18.7K +812 New
US Bancorp
122
US Bancorp
Minnesota
$14K – – –
CAAS
123
Capital Asset Advisory Services
Michigan
$14K +$13.9K +601 New
RFWA
124
RPg Family Wealth Advisory
Massachusetts
$12.9K – – –
IA
125
IFP Advisors
Florida
$12K -$23.7K -1,029 -67%
3 4
5
6 7

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.