We are live on ! Find out more
BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

94 hedge funds and large institutions have $204M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

44% more capital invested

Capital invested by funds: $141M → $204M (+$62.5M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9194 (+3)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
55
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$2.12M -$62.5K -2,581 -3%
ACM
27
AlphaStar Capital Management
North Carolina
$2.01M +$243K +10,049 +14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.83M +$1.13M +46,606 +166%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.82M -$20.1K -830 -1%
FA
30
FCG Advisors
New Jersey
$1.78M +$398K +16,439 +29%
MCP
31
Mirador Capital Partners
California
$1.76M +$305K +12,588 +21%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.74M +$465K +19,193 +37%
CIC
33
Carnegie Investment Counsel
Ohio
$1.7M +$138K +5,705 +9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.56M +$933K +38,534 +153%
WI
35
WrapManager Inc
California
$1.16M +$325K +13,447 +39%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.14M +$157K +6,473 +16%
BCM
37
Bluefin Capital Management
New York
$1.07M -$585K -24,160 -36%
RWM
38
Reston Wealth Management
Virginia
$1.03M -$129K -5,334 -11%
TCCM
39
Timber Creek Capital Management
Massachusetts
$961K +$5.23K +216 +0.6%
SWM
40
Segment Wealth Management
Texas
$949K +$359K +14,842 +62%
OA
41
Oxbow Advisors
Texas
$938K +$3.63K +150 +0.4%
FAM
42
Flaharty Asset Management
Florida
$908K +$48.4K +2,000 +6%
DADC
43
D.A. Davidson & Co
Montana
$864K +$87.4K +3,611 +11%
PAG
44
Private Advisor Group
New Jersey
$862K +$853K +35,230 New
CA
45
Cetera Advisors
Colorado
$824K +$79.1K +3,268 +11%
PAG
46
Private Advisory Group
Washington
$786K
Bank of New York Mellon
47
Bank of New York Mellon
New York
$778K +$770K +31,803 New
EWM
48
Empirical Wealth Management
Washington
$753K -$28.8K -1,191 -4%
RCA
49
Reitz Capital Advisors
Michigan
$687K +$37.8K +1,560 +6%
MIAN
50
Mariner Independent Advisor Network
Kansas
$671K +$133K +5,513 +25%

BSJM Hedge Fund Activity: Q1 2019 in Review

94 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2019, worth a combined $204M — up 44% from $141M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJM positions and 12 closed out — a net gain of 4 holders — while 55 added to existing stakes and 10 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19.3M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $3.17M sold.

  • 94 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2019, up from 91 in Q4 2018.
  • Funds reported $204M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2019 and 12 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $19.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2019.