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BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

BSJN was delisted on the 15th of December, 2023.

149 hedge funds and large institutions have $475M invested in Invesco BulletShares 2023 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $456M → $475M (+$19.1M)

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

0% more funds holding

Funds holding: 149149 (0)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
56
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$708K +$707K +30,078 New
FAM
77
Forte Asset Management
New York
$655K
KAS
78
Kestra Advisory Services
Texas
$647K +$11.6K +492 +2%
JWCA
79
J.W. Cole Advisors
Florida
$646K -$81.5K -3,470 -11%
WI
80
Wintrust Investments
Illinois
$634K +$14.1K +600 +2%
CCP
81
Carmel Capital Partners
California
$619K -$70.5K -3,000 -10%
IWP
82
Insight Wealth Partners
Texas
$605K
FIA
83
Foundations Investment Advisors
Arizona
$591K +$589K +25,079 New
SRC
84
Shufro Rose & Co
New York
$568K
WCM
85
WealthBridge Capital Management
Ohio
$562K +$155K +6,588 +38%
EWM
86
Empirical Wealth Management
Washington
$560K +$95.6K +4,068 +21%
WA
87
WESPAC Advisors
California
$531K +$262K +11,132 +97%
WA
88
Wealthstar Advisors
Texas
$505K
RA
89
RFG Advisory
Alabama
$488K +$24.1K +1,027 +5%
QCIG
90
Quad-Cities Investment Group
Iowa
$460K +$3.78K +161 +0.8%
OIA
91
OneDigital Investment Advisors
Kansas
$459K +$457K +19,467 New
LIM
92
Leavell Investment Management
Alabama
$458K -$28.3K -1,206 -6%
APCM
93
Alaska Permanent Capital Management
Alaska
$426K +$425K +18,095 New
CAN
94
Cetera Advisor Networks
California
$404K +$76K +3,234 +23%
SWM
95
Segment Wealth Management
Texas
$403K -$40.5K -1,725 -9%
LA
96
Latitude Advisors
Florida
$398K +$34.9K +1,487 +10%
GFG
97
Goldstone Financial Group
Illinois
$386K +$385K +16,376 New
RWP
98
Revolve Wealth Partners
New Jersey
$385K +$50.9K +2,168 +15%
PAG
99
Private Advisory Group
Washington
$381K -$24.1K -1,024 -6%
ACM
100
Arlington Capital Management
Illinois
$371K -$27.7K -1,179 -7%