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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
1IA
126
1834 Investment Advisors
Wisconsin
$12K – – –
EDRH
127
Edmond de Rothschild Holding
Switzerland
$12K – – –
SBL
128
Sargent Bickham Lagudis
Colorado
$12K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$7K +$6.92K +300 New
SIM
130
Sonora Investment Management
Arizona
$6K – – –
SIAG
131
Safeguard Investment Advisory Group
California
$4K +$4.68K +203 New
FMTCOCP
132
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
SIS
133
Sound Income Strategies
Florida
$2K – – –
WEC
134
Winslow Evans & Crocker
Massachusetts
$1K -$45K -1,950 -8%
VFA
135
Valeo Financial Advisors
Indiana
$1K – – –
WOSD
136
WFA of San Diego
California
$23 +$1.53M +66,345 +51%
HAS
137
HBW Advisory Services
California
– -$1.59M -69,229 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– -$1.19M -51,855 Closed
IAIM
139
International Assets Investment Management
Florida
– -$1.1M -48,003 Closed
WI
140
WrapManager Inc
California
– -$627K -27,329 Closed
AAS
141
Avantax Advisory Services
Texas
– -$454K -19,840 Closed
COF
142
Capital One Financial
Virginia
– -$367K -16,000 Closed
AIC
143
Ameritas Investment Company
Nebraska
– -$289K -12,731 Closed
LWA
144
Lineweaver Wealth Advisors
Ohio
– -$279K -12,178 Closed
AWM
145
AE Wealth Management
Kansas
– -$275K -11,973 Closed
WWM
146
WT Wealth Management
Arizona
– -$209K -9,126 Closed
ASN
147
Advisory Services Network
Georgia
– -$158K -6,855 Closed
LTI
148
Laffer Tengler Investments
Tennessee
– -$79.8K -3,480 Closed
SPIA
149
Steward Partners Investment Advisory
New York
– -$26K -1,151 Closed
PO
150
Private Ocean
California
– -$17K -750 Closed
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.