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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF

Delisted

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

134 hedge funds and large institutions have $455M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 19

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $386M → $455M (+$69.1M)

10% more funds holding

Funds holding: 122134 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
69
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$28.5M +$8.57M +348,891 +43%
GI
2
Gradient Investments
Minnesota
$26.6M +$1.51M +61,322 +6%
Morgan Stanley
3
Morgan Stanley
New York
$25.8M +$903K +36,758 +4%
Wells Fargo
4
Wells Fargo
California
$24.9M +$2.21M +90,059 +10%
Bank of America
5
Bank of America
North Carolina
$22.2M +$299K +12,181 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22M +$6.72M +273,330 +44%
UBS Group
7
UBS Group
Switzerland
$18.4M +$2.64M +107,314 +17%
AMG
8
Advisors Management Group
Wisconsin
$15.2M +$503K +20,461 +3%
IF
9
Ironwood Financial
Arizona
$14.4M +$1.73M +70,269 +14%
Stifel Financial
10
Stifel Financial
Missouri
$12.3M +$526K +21,396 +5%
LPL Financial
11
LPL Financial
California
$12.1M +$1.3M +52,763 +12%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$12M
VWM
13
Vigilare Wealth Management
Arizona
$11.8M +$11.7M +477,555 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.8M +$733K +29,809 +7%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$11M +$874K +35,579 +9%
ACG
16
Allen Capital Group
Nebraska
$9.95M -$3.45M -140,430 -26%
HighTower Advisors
17
HighTower Advisors
Illinois
$9.11M +$862K +35,054 +10%
PV
18
Private Vista
Illinois
$9.06M -$290K -11,793 -3%
MCP
19
Mirador Capital Partners
California
$8.6M -$36.5K -1,487 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.58M +$2.1M +85,326 +33%
SIC
21
SFE Investment Counsel
California
$6.81M -$146K -5,944 -2%
IAS
22
IMA Advisory Services
Colorado
$5.5M +$216K +8,804 +4%
BFA
23
Beaumont Financial Advisors
Massachusetts
$5.3M +$1.18M +47,845 +29%
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.53M +$1.6M +64,920 +55%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.46M +$1.03M +41,849 +30%

BSJL Hedge Fund Activity: Q4 2019 in Review

134 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q4 2019, worth a combined $455M — up 18% from $386M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSJL positions and 13 closed out — a net gain of 14 holders — while 69 added to existing stakes and 19 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $8.57M. The largest seller was Advisory Services Network, exiting entirely with an estimated $3.63M sold.

  • 134 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $455M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q4 2019, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q4 2019 and 13 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q4 2019 was United Capital Financial Advisors, an estimated $8.57M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $3.63M sold.

Based on aggregated 13F filings for Q4 2019.