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.

145 hedge funds and large institutions have $490M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

97% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 33

17% more capital invested

Capital invested by funds: $420M → $490M (+$70.1M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 133145 (+12)

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
2.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
25
Increased
65
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
26
Collective Family Office
Pennsylvania
$5.74M +$827K +35,527 +17%
MIAN
27
Mariner Independent Advisor Network
Kansas
$5.71M +$561K +24,101 +11%
TC
28
Tatro Capital
Kentucky
$5.35M +$426K +18,281 +9%
CP
29
Camelot Portfolios
Ohio
$5.05M +$672K +28,847 +15%
GCP
30
Gill Capital Partners
Colorado
$4.65M +$856K +36,752 +23%
DP
31
Denver PWM
Colorado
$4.42M -$318K -13,660 -7%
FC
32
FCA Corp
Texas
$4.39M +$67.2K +2,887 +2%
BWM
33
BCS Wealth Management
Tennessee
$4.08M +$395K +16,946 +11%
SEEDPG
34
S.E.E.D. Planning Group
New York
$3.99M +$691K +29,680 +21%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.71M -$2.54M -109,121 -41%
PWSG
36
Pacific Wealth Strategies Group
California
$3.56M +$143K +6,138 +4%
WOSD
37
WFA of San Diego
California
$3.56M +$869K +37,332 +32%
OIM
38
Oder Investment Management
California
$3.36M +$424K +18,202 +14%
ADL
39
Asset Dedication LLC
California
$3.34M +$2.9M +124,516 +667%
PFS
40
Prospera Financial Services
Texas
$3.08M +$302K +12,984 +11%
P
41
Paradiem
Louisiana
$2.92M +$88.1K +3,783 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.63M -$4.71M -202,206 -64%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.62M +$2.61M +112,239 New
SWM
44
Spire Wealth Management
Virginia
$2.47M +$2.46M +105,589 New
KAS
45
Kestra Advisory Services
Texas
$2.44M -$2.05M -87,866 -46%
RS
46
Retirement Solution
Washington
$2.37M +$243K +10,441 +11%
ACM
47
AlphaStar Capital Management
North Carolina
$2.36M -$24.1K -1,036 -1%
NB
48
Northwest Bancshares
Pennsylvania
$2.03M -$385K -16,536 -16%
WANY
49
Wealthspire Advisors (New York)
New York
$1.95M +$1.95M +83,558 New
SWMG
50
Strategic Wealth Management Group
Maryland
$1.92M +$823K +35,336 +75%

BSJM Hedge Fund Activity: Q1 2021 in Review

145 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2021, worth a combined $490M — up 17% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJM positions and 11 closed out — a net gain of 14 holders — while 65 added to existing stakes and 33 trimmed.

The largest buyer was Advisors Management Group, adding an estimated $22.3M. The largest seller was BlueCrest Capital Management, cutting an estimated $7.85M.

  • 145 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2021, up from 133 in Q4 2020.
  • Funds reported $490M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2021 and 11 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2021 was Advisors Management Group, an estimated $22.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2021 was BlueCrest Capital Management, an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2021.