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BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

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

134 hedge funds and large institutions have $422M invested in Invesco BulletShares 2023 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 44

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $402M → $422M (+$20.2M)

6% less funds holding

Funds holding: 143134 (-9)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.31%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
12
Increased
55
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$282K
BWP
102
Balboa Wealth Partners
Arizona
$282K +$289K +12,361 New
WWM
103
Western Wealth Management
Colorado
$259K -$34.7K -1,482 -12%
CWM
104
Cornerstone Wealth Management
Missouri
$247K -$4.68K -200 -2%
FFS
105
Founders Financial Securities
Maryland
$228K +$234K +9,990 New
FIM
106
Freedom Investment Management
Connecticut
$225K -$10.8K -461 -4%
MIFH
107
Migdal Insurance & Financial Holdings
Israel
$223K +$30.9K +1,320 +16%
OA
108
Oxbow Advisors
Texas
$221K +$4.61K +197 +2%
AAS
109
Ameritas Advisory Services
Nebraska
$202K
TT
110
TI-Trust
Illinois
$200K
FCA
111
FinTrust Capital Advisors
South Carolina
$168K
SPIA
112
Steward Partners Investment Advisory
New York
$157K -$1.87K -80 -1%
AWM
113
Accel Wealth Management
Iowa
$121K -$46.8K -2,000 -28%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$103K +$35.1K +1,500 +50%
KFI
115
Key Financial Inc
Pennsylvania
$101K
GWM
116
Geneos Wealth Management
Colorado
$97K -$37.4K -1,600 -27%
AIM
117
Anchor Investment Management
South Carolina
$82.5K -$49.1K -2,100 -37%
PTC
118
Private Trust Company
Ohio
$76K -$772 -33 -1%
SWM
119
Spire Wealth Management
Virginia
$62K -$59.7K -2,550 -49%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$45K -$2.83K -121 -6%
SWA
121
Sutton Wealth Advisors
Florida
$39.5K
AIP
122
Almanack Investment Partners
Pennsylvania
$31K +$31.5K +1,347 New
AF
123
Advisornet Financial
Minnesota
$25K
TWC
124
TD Waterhouse Canada
Ontario, Canada
$23K +$23.4K +1,000 New
APA
125
American Portfolios Advisors
New York
$21.5K