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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

121 hedge funds and large institutions have $338M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more capital invested

Capital invested by funds: $336M → $338M (+$1.52M)

6% less funds holding

Funds holding: 129121 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
8
Increased
53
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$3.89M +$349K +15,244 +10%
FA
27
FCG Advisors
New Jersey
$3.29M +$48.7K +2,131 +2%
PWSG
28
Pacific Wealth Strategies Group
California
$3.26M +$221K +9,675 +7%
KAS
29
Kestra Advisory Services
Texas
$3.09M +$3.09M +135,115 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$3.09M +$297K +13,005 +11%
SEEDPG
31
S.E.E.D. Planning Group
New York
$2.8M +$583K +25,511 +26%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.77M +$116K +5,054 +4%
NB
33
Northwest Bancshares
Pennsylvania
$2.68M -$34.7K -1,518 -1%
BWM
34
BCS Wealth Management
Tennessee
$2.53M +$70.4K +3,078 +3%
ACM
35
AlphaStar Capital Management
North Carolina
$2.4M -$163K -7,125 -6%
BCM
36
Brookstone Capital Management
Illinois
$2.14M -$267K -11,670 -11%
AP
37
Atwood & Palmer
Missouri
$2.12M +$232K +10,155 +12%
RFWA
38
RPg Family Wealth Advisory
Massachusetts
$1.84M +$123K +5,391 +7%
RJA
39
Raymond James & Associates
Florida
$1.73M -$575K -25,161 -25%
Stifel Financial
40
Stifel Financial
Missouri
$1.56M +$184K +8,064 +13%
PAG
41
Private Advisory Group
Washington
$1.53M -$44.9K -1,964 -3%
UCFA
42
United Capital Financial Advisors
Texas
$1.45M -$7.11M -310,783 -83%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.31M -$226K -9,897 -15%
BFA
44
Beaumont Financial Advisors
Massachusetts
$1.28M -$130K -5,664 -9%
AC
45
Avestar Capital
New York
$1.18M +$149K +6,518 +15%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.08M +$286K +12,494 +36%
PAG
47
Private Advisor Group
New Jersey
$1.06M +$85.6K +3,744 +9%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.01M +$20K +873 +2%
VAM
49
Verity Asset Management
North Carolina
$1.01M +$207K +9,074 +26%
FAM
50
Flaharty Asset Management
Florida
$999K

BSJM Hedge Fund Activity: Q3 2020 in Review

121 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2020, worth a combined $338M — up 0.45% from $336M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BSJM and 8 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 53 added.

The largest buyer was Wells Fargo, adding an estimated $15.3M. The largest seller was AE Wealth Management, cutting an estimated $13.9M.

  • 121 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $338M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2020, up 0.45% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $15.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2020 was AE Wealth Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2020.