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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

47 hedge funds and large institutions have $79M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

24% more funds holding

Funds holding: 3847 (+9)

7% more capital invested

Capital invested by funds: $73.9M → $79M (+$5.14M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
20
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.7M -$2.32M -92,487 -14%
UCFA
2
United Capital Financial Advisors
Texas
$11.5M +$838K +33,406 +8%
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$5.32M +$1.05M +41,974 +25%
AA
4
Advisory Alpha
Michigan
$4.74M +$856K +34,137 +22%
PWSG
5
Pacific Wealth Strategies Group
California
$4.55M +$37.3K +1,488 +0.8%
Bank of America
6
Bank of America
North Carolina
$4.41M +$1.28M +50,852 +41%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.67M +$3.66M +146,007 New
UBS Group
8
UBS Group
Switzerland
$3.57M +$640K +25,505 +22%
LPL Financial
9
LPL Financial
California
$3.32M +$752K +30,010 +29%
BCM
10
Brookstone Capital Management
Illinois
$2.29M -$75.6K -3,016 -3%
FA
11
FCG Advisors
New Jersey
$2.28M +$23.8K +951 +1%
SIC
12
SFE Investment Counsel
California
$2.15M -$128K -5,100 -6%
FA
13
FDx Advisors
Illinois
$2.15M -$72.8K -2,904 -3%
Morgan Stanley
14
Morgan Stanley
New York
$1.49M +$401K +15,979 +37%
GI
15
Gradient Investments
Minnesota
$1.43M +$118K +4,697 +9%
SCM
16
Southport Capital Management
Tennessee
$1.37M +$1.36M +54,287 New
BTS
17
BB&T Securities
Virginia
$1.2M +$1.19M +47,637 New
MCP
18
Mirador Capital Partners
California
$1.03M +$346K +13,798 +51%
ICOA
19
Investment Centers of America
North Dakota
$885K +$76.5K +3,050 +10%
PFS
20
Prospera Financial Services
Texas
$856K +$50.1K +2,000 +6%
EWM
21
Empirical Wealth Management
Washington
$787K +$11.9K +473 +2%
AP
22
Atwood & Palmer
Missouri
$777K +$8.78K +350 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$710K +$115K +4,583 +19%
AG
24
Advisor Group
Arizona
$695K +$153K +6,116 +28%
MML Investors Services
25
MML Investors Services
Massachusetts
$641K +$639K +25,477 New

BSJL Hedge Fund Activity: Q2 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q2 2017, worth a combined $79M — up 7% from $73.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJL positions and 6 closed out — a net gain of 9 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.66M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.24M sold.

  • 47 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q2 2017, up from 38 in Q1 2017.
  • Funds reported $79M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q2 2017, up 7% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q2 2017 and 6 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.66M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q2 2017 was Flow Traders U.S., an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2017.