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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

133 hedge funds and large institutions have $420M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

24% more capital invested

Capital invested by funds: $338M → $420M (+$81.8M)

10% more funds holding

Funds holding: 121133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
48
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$5.69M +$5.64M +243,780 New
MIAN
27
Mariner Independent Advisor Network
Kansas
$5.14M +$1.98M +85,363 +63%
TC
28
Tatro Capital
Kentucky
$4.92M +$329K +14,222 +7%
CFO
29
Collective Family Office
Pennsylvania
$4.91M +$4.87M +210,330 New
DP
30
Denver PWM
Colorado
$4.83M +$316K +13,660 +7%
KAS
31
Kestra Advisory Services
Texas
$4.49M +$1.33M +57,243 +42%
CP
32
Camelot Portfolios
Ohio
$4.37M +$399K +17,253 +10%
FC
33
FCA Corp
Texas
$4.32M -$64.6K -2,792 -1%
GCP
34
Gill Capital Partners
Colorado
$3.79M +$3.76M +162,436 New
BWM
35
BCS Wealth Management
Tennessee
$3.69M +$1.1M +47,325 +43%
PWSG
36
Pacific Wealth Strategies Group
California
$3.42M +$91.9K +3,969 +3%
SEEDPG
37
S.E.E.D. Planning Group
New York
$3.3M +$429K +18,546 +15%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.98M +$155K +6,698 +6%
OIM
39
Oder Investment Management
California
$2.93M +$2.91M +125,613 New
P
40
Paradiem
Louisiana
$2.82M +$2.82M +121,590 New
PFS
41
Prospera Financial Services
Texas
$2.77M +$2.72M +117,312 +7,332%
NB
42
Northwest Bancshares
Pennsylvania
$2.42M -$318K -13,740 -12%
ACM
43
AlphaStar Capital Management
North Carolina
$2.38M -$47.1K -2,035 -2%
RS
44
Retirement Solution
Washington
$2.13M +$2.11M +91,120 New
BCM
45
Brookstone Capital Management
Illinois
$2.09M -$94.6K -4,085 -4%
FI
46
FormulaFolio Investments
Michigan
$1.95M +$1.93M +83,468 New
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$1.93M +$49K +2,117 +3%
HIP
48
HUB Investment Partners
Texas
$1.75M +$1.77M +76,355 New
RJA
49
Raymond James & Associates
Florida
$1.6M -$164K -7,101 -9%
KNW
50
Kesler Norman & Wride
Utah
$1.58M +$1.57M +67,632 New

BSJM Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2020, worth a combined $420M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSJM positions and 16 closed out — a net gain of 13 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.07M sold.

  • 133 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2020, up from 121 in Q3 2020.
  • Funds reported $420M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2020 was Integrated Wealth Concepts, an estimated $10.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.