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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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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
MCC
126
Money Concepts Capital
Florida
$10K -$29.7K -1,287 -76%
SIM
127
Sonora Investment Management
Arizona
$6K – – –
SIS
128
Sound Income Strategies
Florida
$2.27K – – –
FMTCOCP
129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
VFA
130
Valeo Financial Advisors
Indiana
$1K – – –
MCP
131
Mirador Capital Partners
California
– -$9.01M -390,150 Closed
FI
132
FormulaFolio Investments
Michigan
– -$2.39M -103,479 Closed
HIP
133
HUB Investment Partners
Texas
– -$2.18M -95,079 Closed
FA
134
FMA Advisory
Pennsylvania
– -$2.12M -91,774 Closed
IWM
135
IHT Wealth Management
Illinois
– -$1.39M -60,257 Closed
AIM
136
Aspen Investment Management
Michigan
– -$1.04M -45,042 Closed
SWM
137
Segment Wealth Management
Texas
– -$474K -20,512 Closed
SRC
138
Shufro Rose & Co
New York
– -$451K -19,533 Closed
CPC
139
Cookson Peirce & Co
Pennsylvania
– -$357K -15,470 Closed
TSS
140
Two Sigma Securities
New York
– -$314K -13,599 Closed
WP
141
WealthSource Partners
California
– -$224K -9,713 Closed
Baird Financial Group
142
Baird Financial Group
Wisconsin
– -$224K -9,708 Closed
CA
143
Calton & Associates
Florida
– -$221K -9,578 Closed
AIM
144
Anchor Investment Management
South Carolina
– -$210K -9,111 Closed
Deutsche Bank
145
Deutsche Bank
Germany
– -$111K -4,822 Closed
OFG
146
Oxford Financial Group
Indiana
– -$22K -954 Closed
IA
147
IFS Advisors
Kansas
– -$18K -812 Closed
CAAS
148
Capital Asset Advisory Services
Michigan
– -$14K -601 Closed
IA
149
IFP Advisors
Florida
– -$11.8K -513 Closed
TRCT
150
Tower Research Capital (TRC)
New York
– -$7K -300 Closed
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.