We are live on ! Find out more
BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL

Delisted

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

Back to rankings

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
SPIA
101
Steward Partners Investment Advisory
New York
$191K +$191K +8,291 New
FCA
102
FinTrust Capital Advisors
South Carolina
$161K – – –
KFI
103
Key Financial Inc
Pennsylvania
$149K – – –
EWM
104
Edge Wealth Management
New York
$139K – – –
SWA
105
Sutton Wealth Advisors
Florida
$136K – – –
BCPWM
106
Bradley & Co Private Wealth Management
Florida
$136K +$137K +5,927 New
IF
107
Ironwood Financial
Arizona
$131K -$9.94M -430,725 -99%
APA
108
American Portfolios Advisors
New York
$123K -$171K -7,400 -58%
BWA
109
BDO Wealth Advisors
Florida
$83K – – –
MF
110
Manchester Financial
California
$64K – – –
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$56K – – –
KIG
112
Kessler Investment Group
Indiana
$42K – – –
AIC
113
Ameritas Investment Company
Nebraska
$36.9K +$36.9K +1,600 New
M1FG
114
Mach-1 Financial Group
Arkansas
$33K -$5.91K -256 -15%
SFS
115
Sowell Financial Services
Arkansas
$30K -$26.1K -1,132 -47%
IWMA
116
Ironwood Wealth Management (Arizona)
Arizona
$28K -$14.7M -636,459 -100%
NFSG
117
Newbridge Financial Services Group
Florida
$28K -$5.19K -225 -16%
GEA
118
Glen Eagle Advisors
New Jersey
$27.9K – – –
AWM
119
Avior Wealth Management
Nebraska
$24K -$114K -4,950 -82%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6K – – –
US Bancorp
121
US Bancorp
Minnesota
$14K – – –
1IA
122
1834 Investment Advisors
Wisconsin
$12K – – –
EDRH
123
Edmond de Rothschild Holding
Switzerland
$12K – – –
SBL
124
Sargent Bickham Lagudis
Colorado
$12K – – –
WWMSC
125
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$11.9K +515 New
3 4
5
6 7

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.