Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
12 hedge funds and large institutions have $2.93M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
50% more funds holding
Funds holding: 8 → 12 (+4)
43.85% less ownership
Funds ownership: 62.91% → 19.07% (-44%)
76% less capital invested
Capital invested by funds: $12.3M → $2.93M (-$9.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$697K |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$444K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$443K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$122K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
+$53.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.89M |
| 2 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$2.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $741K | +$697K | +27,778 | +2,411% |
|
|
WI
2
WrapManager Inc
Mill Valley,
California
| $709K | +$53.5K | +2,133 | +8% |
|
|
BFA
3
Beaumont Financial Advisors
Needham,
Massachusetts
| $454K | +$444K | +17,715 | New |
|
|
4
Invesco
Atlanta,
Georgia
| $453K | +$443K | +17,662 | New |
|
|
AIM
5
Anchor Investment Management
Columbia,
South Carolina
| $193K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $124K | +$122K | +4,856 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $98K | +$35.3K | +1,406 | +58% |
|
8
Wells Fargo
San Francisco,
California
| $65K | +$20.2K | +805 | +46% |
|
|
KFI
9
Key Financial Inc
West Chester,
Pennsylvania
| $28K | +$27.1K | +1,080 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $25K | -$25 | -1 | -0.1% |
|
|
SPIA
11
Steward Partners Investment Advisory
New York
| $25K | +$24K | +958 | New |
|
|
SFS
12
Sowell Financial Services
North Little Rock,
Arkansas
| $17K | +$16.3K | +651 | New |
|
|
13
Jane Street
New York
| – | -$8.89M | -364,789 | Closed |
|
|
WAS
14
Wealth Advisory Solutions
Indiianapolis,
Indiana
| – | -$2.42M | -99,163 | Closed |
|
BSJR Hedge Fund Activity: Q4 2020 in Review
12 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2020, worth a combined $2.93M — down 76% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSJR positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $697K. The largest seller was Jane Street, exiting entirely with an estimated $8.89M sold.
- 12 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2020, up from 8 in Q3 2020.
- Funds reported $2.93M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2020, down 76% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $697K added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $8.89M sold.
Based on aggregated 13F filings for Q4 2020.