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BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

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

115 hedge funds and large institutions have $297M invested in Invesco BulletShares 2023 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

30% more capital invested

Capital invested by funds: $228M → $297M (+$69.1M)

6% more funds holding

Funds holding: 109115 (+6)

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
18
Increased
51
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$41K
MCC
102
Money Concepts Capital
Florida
$41K +$31.2K +1,234 +315%
PP
103
Prosperity Planning
Missouri
$40K
RIM
104
Rockbridge Investment Management
New York
$38K
HI
105
Hoey Investments
Pennsylvania
$38K +$38.2K +1,508 New
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$37K +$37.6K +1,485 New
APA
107
American Portfolios Advisors
New York
$35.4K
KIG
108
Kessler Investment Group
Indiana
$29K
SFS
109
Sowell Financial Services
Arkansas
$22K -$27.3K -1,079 -56%
US Bancorp
110
US Bancorp
Minnesota
$14K
AWM
111
Avior Wealth Management
Nebraska
$13K -$19.2K -758 -58%
SBL
112
Sargent Bickham Lagudis
Colorado
$13K
MWM
113
Mascoma Wealth Management
New Hampshire
$12K +$11.5K +455 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$10K
ADL
115
Asset Dedication LLC
California
$1K -$37.2K -1,470 -97%
OIM
116
Oder Investment Management
California
-$2.07M -81,638 Closed
FI
117
FormulaFolio Investments
Michigan
-$1.86M -73,168 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$305K -12,010 Closed
FF
119
Friedenthal Financial
New Jersey
-$298K -11,754 Closed
Invesco
120
Invesco
Georgia
-$283K -11,168 Closed
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
-$62K -2,437 Closed
IA
122
IFS Advisors
Kansas
-$34K -1,347 Closed
OFG
123
Oxford Financial Group
Indiana
-$23K -923 Closed
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
-$22K -850 Closed
CAL
125
Capital Analysts LLC
Pennsylvania
-$8K -320 Closed