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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

122 hedge funds and large institutions have $386M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 15

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $351M → $386M (+$35.4M)

5% more funds holding

Funds holding: 116122 (+6)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
19
Increased
69
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$25.1M +$500K +20,268 +2%
Morgan Stanley
2
Morgan Stanley
New York
$24.9M +$1.82M +73,606 +8%
Wells Fargo
3
Wells Fargo
California
$22.6M +$2.26M +91,788 +11%
Bank of America
4
Bank of America
North Carolina
$21.9M +$2.4M +97,187 +12%
UCFA
5
United Capital Financial Advisors
Texas
$19.9M +$1.5M +60,637 +8%
UBS Group
6
UBS Group
Switzerland
$15.8M +$2.19M +88,574 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.2M +$108K +4,359 +0.7%
AMG
8
Advisors Management Group
Wisconsin
$14.7M +$444K +17,991 +3%
ACG
9
Allen Capital Group
Nebraska
$13.3M +$1.03M +41,546 +8%
IF
10
Ironwood Financial
Arizona
$12.7M +$4.38M +177,457 +52%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$12M
Stifel Financial
12
Stifel Financial
Missouri
$11.7M +$176K +7,150 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11M +$257K +10,414 +2%
LPL Financial
14
LPL Financial
California
$10.8M +$2.11M +85,543 +24%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$10.1M +$309K +12,515 +3%
PV
16
Private Vista
Illinois
$9.33M +$127K +5,154 +1%
MCP
17
Mirador Capital Partners
California
$8.63M +$6.23M +252,527 +259%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.24M +$330K +13,356 +4%
SIC
19
SFE Investment Counsel
California
$6.94M -$32.6K -1,322 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.46M +$1.15M +46,635 +22%
IAS
21
IMA Advisory Services
Colorado
$5.27M +$123K +4,978 +2%
PAG
22
Private Advisor Group
New Jersey
$5.02M +$3M +121,648 +148%
BFA
23
Beaumont Financial Advisors
Massachusetts
$4.11M +$2.9M +117,663 +239%
AG
24
Advisor Group
Arizona
$3.88M +$553K +22,415 +17%
AP
25
Atwood & Palmer
Missouri
$3.78M +$346K +14,034 +10%

BSJL Hedge Fund Activity: Q3 2019 in Review

122 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q3 2019, worth a combined $386M — up 10% from $351M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSJL positions and 13 closed out — a net gain of 6 holders — while 69 added to existing stakes and 15 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $6.23M. The largest seller was Reston Wealth Management, exiting entirely with an estimated $7.72M sold.

  • 122 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q3 2019, up from 116 in Q2 2019.
  • Funds reported $386M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q3 2019 and 13 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q3 2019 was Mirador Capital Partners, an estimated $6.23M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q3 2019 was Reston Wealth Management, an estimated $7.72M sold.

Based on aggregated 13F filings for Q3 2019.