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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM

Delisted

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

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91 hedge funds and large institutions have $141M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

21% more funds holding

Funds holding: 75 → 91 (+16)

17% more capital invested

Capital invested by funds: $121M → $141M (+$20.1M)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
41
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.51M
2
GI
Gradient Investments
Minnesota
+$5.54M
3
Morgan Stanley
Morgan Stanley
New York
+$3.29M
4
WCM
Weatherstone Capital Management
Colorado
+$3.09M
5
ACG
Allen Capital Group
Nebraska
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$4.61M
2
Jane Street
Jane Street
New York
-$4.42M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$787K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$754K
5
PAG
Private Advisor Group
New Jersey
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$550K +$28.9K +1,202 +5%
SPC
52
Sigma Planning Corp
Michigan
$536K +$10.9K +455 +2%
WWM
53
Western Wealth Management
Colorado
$535K +$554K +23,040 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$523K +$527K +21,923 New
DP
55
Denver PWM
Colorado
$519K -$348K -14,468 -40%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$474K -$754K -31,346 -61%
Citadel Advisors
57
Citadel Advisors
Florida
$312K +$323K +13,440 New
AIC
58
Ameritas Investment Company
Nebraska
$305K +$316K +13,127 New
AP
59
Atwood & Palmer
Missouri
$293K +$157K +6,525 +107%
CIAS
60
Capital Investment Advisory Services
North Carolina
$273K +$7.43K +309 +3%
LNC
61
Lincoln National Corp
Pennsylvania
$267K +$3.46K +144 +1%
MWM
62
Meridian Wealth Management
Kentucky
$258K +$268K +11,125 New
CWM
63
Cornerstone Wealth Management
Missouri
$249K +$260K +10,814 New
GWM
64
Geneos Wealth Management
Colorado
$242K +$27.7K +1,150 +12%
WEC
65
Winslow Evans & Crocker
Massachusetts
$230K +$237K +9,846 New
SI
66
Stephens Inc
Arkansas
$219K – – –
Stifel Financial
67
Stifel Financial
Missouri
$212K +$218K +9,049 New
BA
68
Ballew Advisors
Mississippi
$200K +$146K +6,073 +277%
1IA
69
1834 Investment Advisors
Wisconsin
$194K +$13.6K +565 +7%
AIM
70
Anchor Investment Management
South Carolina
$189K +$842 +35 +0.4%
MWA
71
Meridian Wealth Advisors
Texas
$186K +$192K +8,000 New
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$121K +$1.95K +81 +2%
FNC
73
First National Corp
Massachusetts
$108K +$112K +4,650 New
QCIG
74
Quad-Cities Investment Group
Iowa
$106K – – –
BOPW
75
Brandywine Oak Private Wealth
Pennsylvania
$96K +$100K +4,172 New
1 2
3
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BSJM Hedge Fund Activity: Q4 2018 in Review

91 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2018, worth a combined $141M — up 17% from $121M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJM positions and 8 closed out — a net gain of 16 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.51M. The largest seller was Advisory Alpha, exiting entirely with an estimated $4.61M sold.

  • 91 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $141M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2018 and 8 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $8.51M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2018 was Advisory Alpha, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2018.