Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
9 hedge funds and large institutions have $8.76M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
13.84% less ownership
Funds ownership: 80.65% → 66.8% (-14%)
15% less capital invested
Capital invested by funds: $10.3M → $8.76M (-$1.49M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$387K |
| 2 |
AIM
Anchor Investment Management
Columbia,
South Carolina
|
+$184K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$49K |
| 4 |
Morgan Stanley
New York
|
+$28.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$398K |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $6.36M | -$398K | -16,232 | -5% |
|
|
WAS
2
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $1.47M | +$387K | +15,806 | +31% |
|
|
WI
3
WrapManager Inc
Mill Valley,
California
| $637K | -$353K | -14,382 | -33% |
|
|
AIM
4
Anchor Investment Management
Columbia,
South Carolina
| $165K | +$184K | +7,526 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $44K | +$49K | +2,000 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $38K | +$42.4K | +1,730 | New |
|
|
7
Morgan Stanley
New York
| $25K | +$28.2K | +1,152 | New |
|
|
WAP
8
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $14K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $14K | – | – | – |
|
BSJR Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2020, worth a combined $8.76M — down 15% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BSJR positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Wealth Advisory Solutions, adding an estimated $387K. The largest seller was Jane Street, cutting an estimated $398K.
- 9 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2020, up from 5 in Q4 2019.
- Funds reported $8.76M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2020 and 0 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2020 was Wealth Advisory Solutions, an estimated $387K added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $398K sold.
Based on aggregated 13F filings for Q1 2020.