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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 $496M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 134 → 136 (+2)

2% more capital invested

Capital invested by funds: $485M → $496M (+$11.3M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
17
Increased
43
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$19.7M
2
GI
Gradient Investments
Minnesota
+$9.2M
3
UBS Group
UBS Group
Switzerland
+$6.37M
4
Stifel Financial
Stifel Financial
Missouri
+$4.6M
5
NB
Northwest Bancshares
Pennsylvania
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$10.1M
2
UCFA
United Capital Financial Advisors
Texas
-$8.91M
3
ACG
Allen Capital Group
Nebraska
-$6.4M
4
MCP
Mirador Capital Partners
California
-$6.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$14K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$13K -$11.4K -505 -46%
EDRH
128
Edmond de Rothschild Holding
Switzerland
$12K +$11.8K +525 New
1IA
129
1834 Investment Advisors
Wisconsin
$11K -$167K -7,400 -94%
SBL
130
Sargent Bickham Lagudis
Colorado
$11K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$5K – – –
FHA
132
Flagship Harbor Advisors
Massachusetts
$5K – – –
SIM
133
Sonora Investment Management
Arizona
$5K +$5.41K +240 New
FMTCOCP
134
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
SIS
135
Sound Income Strategies
Florida
$2K +$23 +1 +1%
VFA
136
Valeo Financial Advisors
Indiana
$1K – – –
CL
137
Cabana LLC
Arkansas
$1K +$1.49K +66 New
ACG
138
Allen Capital Group
Nebraska
– -$6.4M -288,970 Closed
AC
139
AlphaCore Capital
California
– -$2.16M -97,581 Closed
HC
140
HNP Capital
New York
– -$1.27M -57,244 Closed
RSC
141
Red Spruce Capital
Pennsylvania
– -$1.09M -49,250 Closed
BC
142
Burney Company
Virginia
– -$689K -31,127 Closed
MWA
143
MFA Wealth Advisors
Pennsylvania
– -$350K -15,796 Closed
WQ
144
Wealth Quarterback
New Jersey
– -$122K -6,386 Closed
RFM
145
Royal Fund Management
Florida
– -$118K -5,350 Closed
KFI
146
Key Financial Inc
Pennsylvania
– -$69K -3,109 Closed
EI
147
Ellevest Inc
New York
– -$30K -1,352 Closed
ASN
148
Advisory Services Network
Georgia
– -$29K -1,305 Closed
TC
149
Tatro Capital
Kentucky
– -$4K -194 Closed
MWM
150
MBE Wealth Management
Wisconsin
– -$2K -118 Closed
2 3 4 5
6

BSJL Hedge Fund Activity: Q2 2020 in Review

136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q2 2020, worth a combined $496M — up 2.3% from $485M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJL positions and 15 closed out — a net gain of 2 holders — while 43 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.7M. The largest seller was AE Wealth Management, cutting an estimated $10.1M.

  • 136 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q2 2020, up from 134 in Q1 2020.
  • Funds reported $496M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q2 2020 and 15 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $19.7M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q2 2020 was AE Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2020.