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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
KFI
126
Key Financial Inc
Pennsylvania
$104K
BCPWM
127
Bradley & Co Private Wealth Management
Florida
$89.4K
TWC
128
TD Waterhouse Canada
Ontario, Canada
$65.9K +$23.5K +1,000 +56%
JP Morgan Chase
129
JP Morgan Chase
New York
$46K +$45.9K +1,952 +13,013%
SWM
130
Spire Wealth Management
Virginia
$43.3K +$25.4K +1,081 +143%
SWA
131
Sutton Wealth Advisors
Florida
$40.7K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$34K
AF
133
Advisornet Financial
Minnesota
$28.1K
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$23.6K -$4.7K -200 -17%
PA
135
Parallel Advisors
California
$23.6K
CIA
136
Cape Investment Advisory
Georgia
$21.3K +$21.3K +906 New
IBOK
137
Independence Bank of Kentucky
Kentucky
$18.5K
AWM
138
Avior Wealth Management
Nebraska
$13.9K +$165 +7 +1%
KIG
139
Kessler Investment Group
Indiana
$13.5K -$3.6K -153 -21%
PTC
140
Private Trust Company
Ohio
$11.7K -$19.7K -838 -63%
NFSG
141
Newbridge Financial Services Group
Florida
$7.07K -$15.3K -650 -68%
IGWM
142
ICA Group Wealth Management
Colorado
$7.07K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$5K -$106K -4,500 -95%
FGAM
144
Financial Gravity Asset Management
Texas
$4.92K +$24 +1 +4%
AF
145
Allworth Financial
California
$4.33K +$4.32K +184 New
MWM
146
Mascoma Wealth Management
New Hampshire
$4.24K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$4.11K +$3.61M +153,515 +731%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$3.72K +$3.71K +158 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
-$1.71M -73,452 Closed
FTUS
150
Flow Traders U.S.
New York
-$1.45M -62,006 Closed