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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

38 hedge funds and large institutions have $73.9M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

34% more capital invested

Capital invested by funds: $55M → $73.9M (+$18.9M)

9% more funds holding

Funds holding: 3538 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
22
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16M +$7.7M +309,382 +94%
UCFA
2
United Capital Financial Advisors
Texas
$10.6M -$1.26M -50,821 -11%
PWSG
3
Pacific Wealth Strategies Group
California
$4.48M +$316K +12,712 +8%
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$4.25M +$1.28M +51,569 +43%
FTUS
5
Flow Traders U.S.
New York
$4.24M +$3.86M +155,210 +1,064%
AA
6
Advisory Alpha
Michigan
$3.85M +$765K +30,740 +25%
Bank of America
7
Bank of America
North Carolina
$3.11M +$279K +11,192 +10%
UBS Group
8
UBS Group
Switzerland
$2.91M +$2.16M +86,887 +294%
LPL Financial
9
LPL Financial
California
$2.54M +$420K +16,871 +20%
BCM
10
Brookstone Capital Management
Illinois
$2.35M +$35.1K +1,411 +2%
SIC
11
SFE Investment Counsel
California
$2.26M +$1.46M +58,560 +183%
FA
12
FCG Advisors
New Jersey
$2.23M +$140K +5,630 +7%
FA
13
FDx Advisors
Illinois
$2.2M +$2.19M +88,105 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.6M +$1.59M +63,933 New
GI
15
Gradient Investments
Minnesota
$1.3M +$39.1K +1,572 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.08M +$484K +19,441 +82%
PFS
17
Prospera Financial Services
Texas
$800K +$796K +32,000 New
ICOA
18
Investment Centers of America
North Dakota
$796K +$87.1K +3,500 +12%
EWM
19
Empirical Wealth Management
Washington
$770K -$285K -11,465 -27%
AP
20
Atwood & Palmer
Missouri
$763K +$760K +30,525 New
MCP
21
Mirador Capital Partners
California
$675K +$93K +3,735 +16%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$664K -$804K -32,291 -55%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$590K +$289K +11,604 +97%
PAG
24
Private Advisory Group
Washington
$583K +$143K +5,757 +33%
AG
25
Advisor Group
Arizona
$537K +$166K +6,652 +45%

BSJL Hedge Fund Activity: Q1 2017 in Review

38 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q1 2017, worth a combined $73.9M — up 34% from $55M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSJL positions and 2 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.7M. The largest seller was Wolverine Trading, cutting an estimated $2.75M.

  • 38 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q1 2017, up from 35 in Q4 2016.
  • Funds reported $73.9M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q1 2017 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q1 2017 was Wells Fargo, an estimated $7.7M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q1 2017 was Wolverine Trading, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2017.