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.

75 hedge funds and large institutions have $121M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $97.3M → $121M (+$24M)

9% more funds holding

Funds holding: 6975 (+6)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$402K +$121K +4,927 +43%
CIAS
52
Capital Investment Advisory Services
North Carolina
$283K -$8.83K -359 -3%
LNC
53
Lincoln National Corp
Pennsylvania
$281K +$3.37K +137 +1%
AIM
54
Aspen Investment Management
Michigan
$271K -$11K -448 -4%
SI
55
Stephens Inc
Arkansas
$232K +$232K +9,417 New
GWM
56
Geneos Wealth Management
Colorado
$229K +$180K +7,310 +365%
AIM
57
Anchor Investment Management
South Carolina
$200K
1IA
58
1834 Investment Advisors
Wisconsin
$193K -$1.23K -50 -0.6%
AP
59
Atwood & Palmer
Missouri
$150K +$150K +6,100 New
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$127K +$1.89K +77 +2%
QCIG
61
Quad-Cities Investment Group
Iowa
$114K +$49.2K +2,000 +77%
MCM
62
Monument Capital Management
Virginia
$100K +$2.26K +92 +2%
APA
63
American Portfolios Advisors
New York
$84.5K
NFG
64
Next Financial Group
Texas
$80K +$80.2K +3,260 New
IA
65
IFP Advisors
Florida
$78K +$53.3K +2,167 +214%
BA
66
Ballew Advisors
Mississippi
$53K +$394 +16 +0.7%
SIS
67
Sound Income Strategies
Florida
$36K -$2.02K -82 -5%
IAS
68
IMA Advisory Services
Colorado
$35K
VFA
69
Valeo Financial Advisors
Indiana
$24K +$24.6K +1,000 New
ADL
70
Asset Dedication LLC
California
$23K
WPW
71
Winthrop Partners - WNY
New York
$7.34K
ECM
72
Exchange Capital Management
Michigan
$2K
FMTCOCP
73
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
OIA
74
Optimum Investment Advisors
Illinois
$2K
CWM
75
Cornerstone Wealth Management
Missouri
-$9.29M -227,805 Closed

BSJM Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2018, worth a combined $121M — up 25% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJM positions and 5 closed out — a net gain of 7 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $9.29M sold.

  • 75 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2018, up from 69 in Q2 2018.
  • Funds reported $121M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2018, up 25% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2018 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.