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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

60 hedge funds and large institutions have $113M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

43% more capital invested

Capital invested by funds: $79M → $113M (+$34M)

28% more funds holding

Funds holding: 4760 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+13
Holders Change %
+27.66%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
1
Leicht Financial Planning & Wealth Management
New Jersey
$18.2M +$12.9M +511,863 +241%
Wells Fargo
2
Wells Fargo
California
$14.2M +$417K +16,587 +3%
UCFA
3
United Capital Financial Advisors
Texas
$12.1M +$532K +21,192 +5%
AA
4
Advisory Alpha
Michigan
$5.43M +$709K +28,209 +15%
PWSG
5
Pacific Wealth Strategies Group
California
$4.55M -$20.9K -831 -0.5%
Bank of America
6
Bank of America
North Carolina
$4.33M -$101K -4,014 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.98M +$295K +11,731 +8%
UBS Group
8
UBS Group
Switzerland
$3.64M +$51.4K +2,047 +1%
LPL Financial
9
LPL Financial
California
$3.53M +$197K +7,836 +6%
IF
10
Ironwood Financial
Arizona
$3.33M +$3.3M +131,416 +65,057%
SIC
11
SFE Investment Counsel
California
$2.66M +$502K +19,980 +23%
FA
12
FCG Advisors
New Jersey
$2.31M +$18.8K +747 +0.8%
BCM
13
Brookstone Capital Management
Illinois
$2.29M -$9.6K -382 -0.4%
PV
14
Private Vista
Illinois
$2.22M +$2.21M +87,817 New
FA
15
FDx Advisors
Illinois
$2.07M -$83.5K -3,322 -4%
ASN
16
Advisory Services Network
Georgia
$2.02M +$2.01M +79,800 New
SCM
17
Southport Capital Management
Tennessee
$1.85M +$471K +18,756 +35%
OMC
18
Old Mission Capital
Illinois
$1.84M +$1.83M +72,868 New
Morgan Stanley
19
Morgan Stanley
New York
$1.76M +$267K +10,631 +18%
VF
20
Virtu Financial
New York
$1.65M +$1.64M +65,394 New
GI
21
Gradient Investments
Minnesota
$1.44M +$7.49K +298 +0.5%
BTS
22
BB&T Securities
Virginia
$1.39M +$190K +7,564 +16%
MCP
23
Mirador Capital Partners
California
$1.02M -$3.84K -153 -0.4%
RJA
24
Raymond James & Associates
Florida
$959K +$722K +28,741 +312%
AP
25
Atwood & Palmer
Missouri
$955K +$174K +6,925 +22%

BSJL Hedge Fund Activity: Q3 2017 in Review

60 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 Q3 2017, worth a combined $113M — up 43% from $79M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJL positions and 1 closed out — a net gain of 14 holders — while 29 added to existing stakes and 8 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $12.9M. The largest seller was Sigma Planning Corp, cutting an estimated $108K.

  • 60 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q3 2017, up from 47 in Q2 2017.
  • Funds reported $113M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q3 2017, up 43% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q3 2017 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q3 2017 was Leicht Financial Planning & Wealth Management, an estimated $12.9M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q3 2017 was Sigma Planning Corp, an estimated $108K sold.

Based on aggregated 13F filings for Q3 2017.