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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

BSJM was delisted on the 15th of December, 2022.

69 hedge funds and large institutions have $97.3M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

38% more funds holding

Funds holding: 5069 (+19)

35% more capital invested

Capital invested by funds: $72M → $97.3M (+$25.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+19
Holders Change %
+38%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$847K +$850K +34,603 New
EWM
27
Empirical Wealth Management
Washington
$831K -$55.8K -2,272 -6%
WI
28
WrapManager Inc
California
$782K +$581K +23,635 +285%
DADC
29
D.A. Davidson & Co
Montana
$775K +$72.5K +2,952 +10%
GI
30
Gradient Investments
Minnesota
$713K -$6.66K -271 -0.9%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$695K -$5.7K -232 -0.8%
RJA
32
Raymond James & Associates
Florida
$670K +$101K +4,111 +18%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$647K +$649K +26,425 New
BCM
34
Bluefin Capital Management
New York
$621K -$6.32M -257,416 -91%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$586K +$37.4K +1,524 +7%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$546K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$532K +$6.31K +257 +1%
LFPWM
38
Leicht Financial Planning & Wealth Management
New Jersey
$499K -$2.19M -89,019 -81%
SPC
39
Sigma Planning Corp
Michigan
$469K +$138K +5,626 +42%
SWM
40
Segment Wealth Management
Texas
$438K +$440K +17,908 New
AG
41
Advisor Group
Arizona
$427K +$22.7K +924 +6%
IWC
42
Integrated Wealth Concepts
Massachusetts
$415K +$31.8K +1,296 +8%
CIC
43
Carnegie Investment Counsel
Ohio
$413K +$413K +16,790 New
AMG
44
Advisors Management Group
Wisconsin
$405K +$152K +6,204 +60%
PFS
45
Prospera Financial Services
Texas
$392K -$39.3K -1,600 -9%
CIAS
46
Capital Investment Advisory Services
North Carolina
$289K +$291K +11,825 New
AIM
47
Aspen Investment Management
Michigan
$280K +$2.58K +105 +0.9%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$279K +$77.2K +3,141 +38%
LNC
49
Lincoln National Corp
Pennsylvania
$275K +$276K +11,243 New
VF
50
Virtu Financial
New York
$249K +$250K +10,187 New

BSJM Hedge Fund Activity: Q2 2018 in Review

69 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2018, worth a combined $97.3M — up 35% from $72M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSJM positions and 4 closed out — a net gain of 19 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $5.6M. The largest seller was Bluefin Capital Management, cutting an estimated $6.32M.

  • 69 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2018, up from 50 in Q1 2018.
  • Funds reported $97.3M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2018, up 35% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2018 and 4 closed out, a net change of +19 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $5.6M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2018 was Bluefin Capital Management, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2018.