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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM

Delisted

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

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75 hedge funds and large institutions have $121M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $97.3M → $121M (+$24M)

9% more funds holding

Funds holding: 69 → 75 (+6)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
43
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M
2
Jane Street
Jane Street
New York
+$6.05M
3
ACG
Allen Capital Group
Nebraska
+$3.16M
4
ASN
Advisory Services Network
Georgia
+$2.69M
5
Bank of America
Bank of America
North Carolina
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$9.29M
2
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$499K
3
TCCM
Timber Creek Capital Management
Massachusetts
-$395K
4
VF
Virtu Financial
New York
-$249K
5
ACM
AlphaStar Capital Management
North Carolina
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$624K +25,360 +96%
TCCM
27
Timber Creek Capital Management
Massachusetts
$1M -$395K -16,053 -28%
MML Investors Services
28
MML Investors Services
Massachusetts
$936K +$80.6K +3,279 +9%
OA
29
Oxbow Advisors
Texas
$927K -$3.69K -150 -0.4%
WI
30
WrapManager Inc
California
$922K +$135K +5,477 +17%
MSAM
31
Moloney Securities Asset Management
Missouri
$883K +$30.3K +1,230 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$868K +$318K +12,917 +58%
FAM
33
Flaharty Asset Management
Florida
$866K – – –
DP
34
Denver PWM
Colorado
$865K +$882K +35,843 New
EWM
35
Empirical Wealth Management
Washington
$841K +$3.62K +147 +0.4%
DADC
36
D.A. Davidson & Co
Montana
$817K +$36.9K +1,501 +5%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$787K +$86.7K +3,524 +12%
RJA
38
Raymond James & Associates
Florida
$780K +$105K +4,280 +16%
PAG
39
Private Advisor Group
New Jersey
$675K +$673K +27,374 New
CIC
40
Carnegie Investment Counsel
Ohio
$673K +$274K +11,155 +66%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$662K +$661K +26,872 New
GI
42
Gradient Investments
Minnesota
$660K -$57.9K -2,353 -8%
AG
43
Advisor Group
Arizona
$616K +$186K +7,556 +43%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$590K – – –
SPC
45
Sigma Planning Corp
Michigan
$558K +$85.9K +3,492 +18%
IWC
46
Integrated Wealth Concepts
Massachusetts
$555K +$137K +5,562 +33%
SWM
47
Segment Wealth Management
Texas
$547K +$105K +4,275 +24%
CA
48
Cetera Advisors
Colorado
$476K +$473K +19,236 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$457K -$78.9K -3,207 -15%
PFS
50
Prospera Financial Services
Texas
$431K +$39.4K +1,600 +10%
1
2
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BSJM Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2018, worth a combined $121M — up 25% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJM positions and 5 closed out — a net gain of 7 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $9.29M sold.

  • 75 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2018, up from 69 in Q2 2018.
  • Funds reported $121M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2018, up 25% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2018 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.