We are live on ! Find out more
BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

35 hedge funds and large institutions have $55M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

25% more funds holding

Funds holding: 2835 (+7)

2% more capital invested

Capital invested by funds: $54.2M → $55M (+$818K)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
19
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$11.7M +$1.06M +43,124 +10%
Wells Fargo
2
Wells Fargo
California
$8.13M +$2.1M +85,139 +35%
PWSG
3
Pacific Wealth Strategies Group
California
$4.12M +$4.11M +166,724 New
Wolverine Trading
4
Wolverine Trading
Illinois
$3.12M +$1.28M +52,112 +70%
AA
5
Advisory Alpha
Michigan
$3.08M +$3.04M +123,395 New
LFPWM
6
Leicht Financial Planning & Wealth Management
New Jersey
$2.95M +$2.93M +118,923 New
Bank of America
7
Bank of America
North Carolina
$2.79M +$834K +33,812 +43%
BCM
8
Brookstone Capital Management
Illinois
$2.28M +$208K +8,450 +10%
LPL Financial
9
LPL Financial
California
$2.1M +$424K +17,193 +25%
FA
10
FCG Advisors
New Jersey
$2.08M +$40.8K +1,653 +2%
Jane Street
11
Jane Street
New York
$1.74M -$4.52M -183,281 -72%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.45M +$1.45M +58,844 New
GI
13
Gradient Investments
Minnesota
$1.25M +$221K +8,963 +22%
EWM
14
Empirical Wealth Management
Washington
$1.04M +$110K +4,478 +12%
SIC
15
SFE Investment Counsel
California
$796K +$789K +32,000 New
UBS Group
16
UBS Group
Switzerland
$731K +$289K +11,705 +66%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$715K +$314K +12,717 +78%
ICOA
18
Investment Centers of America
North Dakota
$707K +$34.5K +1,400 +5%
Morgan Stanley
19
Morgan Stanley
New York
$584K -$2.66M -107,728 -82%
MCP
20
Mirador Capital Partners
California
$575K +$573K +23,256 New
PAG
21
Private Advisory Group
Washington
$434K +$433K +17,564 New
AG
22
Advisor Group
Arizona
$366K +$32.3K +1,312 +10%
FTUS
23
Flow Traders U.S.
New York
$361K -$2.38M -96,724 -87%
LW
24
Linscomb Wealth
Texas
$336K +$7.4K +300 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$297K +$296K +12,019 New

BSJL Hedge Fund Activity: Q4 2016 in Review

35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2016, worth a combined $55M — up 1.5% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSJL positions and 2 closed out — a net gain of 7 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.04M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $9.29M sold.

  • 35 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2016, up from 28 in Q3 2016.
  • Funds reported $55M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2016, up 1.5% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2016 and 2 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2016 was Advisory Alpha, an estimated $3.04M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2016.