BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

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

135 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
Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
2.33%
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
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$48.8M +$15.6M +683,120 +47%
MCP
2
Mirador Capital Partners
California
$25.8M +$2.29M +100,229 +10%
Wells Fargo
3
Wells Fargo
California
$23M -$6.05M -265,013 -21%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M +$1.77M +77,580 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.7M +$1.52M +66,624 +11%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$15.3M -$1.48M -65,063 -9%
UCFA
7
United Capital Financial Advisors
Texas
$14M +$1.3M +56,869 +10%
IAS
8
IMA Advisory Services
Colorado
$13.1M -$11.1K -488 -0.1%
LPL Financial
9
LPL Financial
California
$11.9M +$548K +24,003 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.94M +$725K +31,771 +8%
Bank of America
11
Bank of America
North Carolina
$9.77M +$1.96M +85,770 +25%
IF
12
Ironwood Financial
Arizona
$8.89M +$227K +9,950 +3%
GI
13
Gradient Investments
Minnesota
$8.89M -$1.82M -79,918 -17%
CFO
14
Collective Family Office
Pennsylvania
$8.53M +$3.55M +155,358 +71%
SIC
15
SFE Investment Counsel
California
$7.97M -$253K -11,072 -3%
Stifel Financial
16
Stifel Financial
Missouri
$7.63M -$42.7K -1,871 -0.6%
GCP
17
Gill Capital Partners
Colorado
$7M +$169K +7,411 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$6.86M +$304K +13,343 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$6.62M +$446K +19,528 +7%
MIAN
20
Mariner Independent Advisor Network
Kansas
$5.53M +$4.2M +184,158 +317%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.21M +$571K +25,043 +12%
CA
22
Cetera Advisors
Colorado
$4.96M +$69.1K +3,028 +1%
DP
23
Denver PWM
Colorado
$4.74M -$306K -13,294 -6%
TCCM
24
Timber Creek Capital Management
Massachusetts
$4.7M -$154K -6,751 -3%
AA
25
Advisory Alpha
Michigan
$4.61M +$145K +6,370 +3%