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.

130 hedge funds and large institutions have $278M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 135130 (-5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less capital invested

Capital invested by funds: $366M → $278M (-$87.8M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

63% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 65

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
24
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
26
Straight Path Wealth Management
Michigan
$3.12M +$17.4K +784 +0.6%
FC
27
FCA Corp
Texas
$2.9M +$13.9K +626 +0.5%
AWM
28
AE Wealth Management
Kansas
$2.78M -$31.6K -1,424 -1%
P
29
Paradiem
Louisiana
$2.62M -$26.8K -1,207 -1%
RS
30
Retirement Solution
Washington
$2.61M +$40.8K +1,840 +2%
SPC
31
Sigma Planning Corp
Michigan
$2.51M +$25.6K +1,154 +1%
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$2.5M -$23.3K -1,051 -0.9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.47M +$2.02M +90,930 +425%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.32M +$320K +14,418 +16%
WANY
35
Wealthspire Advisors (New York)
New York
$2.01M -$56.7K -2,555 -3%
Bank of America
36
Bank of America
North Carolina
$1.94M -$670K -30,196 -25%
IF
37
Ironwood Financial
Arizona
$1.93M -$1.9M -85,821 -49%
CA
38
Cetera Advisors
Colorado
$1.9M -$169K -7,639 -8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.73M -$1.06M -47,841 -38%
KNW
40
Kesler Norman & Wride
Utah
$1.71M -$40.4K -1,822 -2%
WI
41
Wintrust Investments
Illinois
$1.6M -$53.4K -2,406 -3%
RFM
42
Royal Fund Management
Florida
$1.46M -$529K -23,838 -26%
SIC
43
SFE Investment Counsel
California
$1.43M -$880K -39,660 -38%
BCM
44
Brookstone Capital Management
Illinois
$1.42M +$443K +19,985 +45%
AWS
45
AJ Wealth Strategies
New York
$1.36M -$4.4M -198,518 -76%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.29M -$16.7M -752,334 -93%
ACM
47
AlphaStar Capital Management
North Carolina
$1.24M -$66.8K -3,013 -5%
UBS Group
48
UBS Group
Switzerland
$1.23M -$15.5M -698,397 -93%
PAMG
49
Patton Albertson Miller Group
Tennessee
$1.12M -$52.9K -2,385 -4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.03M -$74.2K -3,344 -7%

BSJM Hedge Fund Activity: Q3 2022 in Review

130 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2022, worth a combined $278M — down 24% from $366M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BSJM and 11 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 24 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.02M. The largest seller was Integrated Wealth Concepts, cutting an estimated $16.7M.

  • 130 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2022, down from 135 in Q2 2022.
  • Funds reported $278M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2022 and 16 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.02M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2022 was Integrated Wealth Concepts, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2022.