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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

129 hedge funds and large institutions have $336M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $305M → $336M (+$31.3M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

2% less funds holding

Funds holding: 132129 (-3)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
16
Increased
46
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.55M +$249K +11,229 +8%
CP
27
Camelot Portfolios
Ohio
$3.45M +$917K +41,325 +36%
DP
28
Denver PWM
Colorado
$3.4M +$1.16M +52,250 +52%
FA
29
FCG Advisors
New Jersey
$3.17M +$199K +8,981 +7%
PWSG
30
Pacific Wealth Strategies Group
California
$2.96M -$130K -5,868 -4%
MIAN
31
Mariner Independent Advisor Network
Kansas
$2.74M +$143K +6,435 +6%
NB
32
Northwest Bancshares
Pennsylvania
$2.65M +$2.63M +118,760 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.59M +$232K +10,466 +10%
ACM
34
AlphaStar Capital Management
North Carolina
$2.53M -$159K -7,155 -6%
BWM
35
BCS Wealth Management
Tennessee
$2.4M +$9.58K +432 +0.4%
BCM
36
Brookstone Capital Management
Illinois
$2.35M -$147K -6,629 -6%
RJA
37
Raymond James & Associates
Florida
$2.25M -$269K -12,127 -11%
SEEDPG
38
S.E.E.D. Planning Group
New York
$2.17M +$479K +21,602 +29%
PFS
39
Prospera Financial Services
Texas
$2.09M -$22.4K -1,008 -1%
AP
40
Atwood & Palmer
Missouri
$1.84M +$528K +23,781 +40%
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$1.67M +$1.66M +74,995 New
PAG
42
Private Advisory Group
Washington
$1.53M -$126K -5,668 -8%
TA
43
TCG Advisors
Texas
$1.53M +$973K +43,858 +177%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.5M -$45.2K -2,039 -3%
BFA
45
Beaumont Financial Advisors
Massachusetts
$1.37M -$956K -43,104 -41%
Stifel Financial
46
Stifel Financial
Missouri
$1.34M +$616K +27,767 +86%
CL
47
Cabana LLC
Arkansas
$1.02M
AC
48
Avestar Capital
New York
$998K +$190K +8,547 +24%
FAM
49
Flaharty Asset Management
Florida
$974K +$55.5K +2,500 +6%
MML Investors Services
50
MML Investors Services
Massachusetts
$968K +$71.4K +3,217 +8%

BSJM Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2020, worth a combined $336M — up 10% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSJM and 16 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Citadel Advisors, adding an estimated $14.9M. The largest seller was United Capital Financial Advisors, cutting an estimated $6.74M.

  • 129 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2020, down from 132 in Q1 2020.
  • Funds reported $336M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2020 and 19 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2020 was Citadel Advisors, an estimated $14.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2020 was United Capital Financial Advisors, an estimated $6.74M sold.

Based on aggregated 13F filings for Q2 2020.