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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

101 hedge funds and large institutions have $225M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 12

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $204M → $225M (+$21.2M)

7% more funds holding

Funds holding: 94101 (+7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
56
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisory Group
Washington
$666K -$165K -6,724 -20%
IWC
52
Integrated Wealth Concepts
Massachusetts
$666K +$32.4K +1,324 +5%
EWM
53
Empirical Wealth Management
Washington
$640K -$114K -4,664 -15%
WWM
54
Western Wealth Management
Colorado
$622K +$37.1K +1,516 +6%
SPC
55
Sigma Planning Corp
Michigan
$614K +$29K +1,183 +5%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$587K
AP
57
Atwood & Palmer
Missouri
$576K +$239K +9,775 +71%
PWP
58
Personal Wealth Partners
Minnesota
$527K
Stifel Financial
59
Stifel Financial
Missouri
$500K +$56.2K +2,293 +13%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$472K -$5.49K -224 -1%
SWM
61
Shakespeare Wealth Management
Wisconsin
$410K +$409K +16,701 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$346K +$68.6K +2,800 +25%
CL
63
Cabana LLC
Arkansas
$322K +$324K +13,224 New
CWM
64
Cornerstone Wealth Management
Missouri
$320K +$48.8K +1,992 +18%
WA
65
WESPAC Advisors
California
$298K +$66.5K +2,716 +29%
AIM
66
Anchor Investment Management
South Carolina
$298K
MWA
67
Meridian Wealth Advisors
Texas
$294K +$294K +12,000 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$285K -$1.96K -80 -0.7%
SI
69
Stephens Inc
Arkansas
$280K +$18.6K +758 +7%
GWM
70
Geneos Wealth Management
Colorado
$279K +$2.45K +100 +0.9%
BTS
71
BB&T Securities
Virginia
$278K +$278K +11,341 New
CA
72
Calton & Associates
Florida
$243K +$242K +9,896 New
FGAM
73
Financial Gravity Asset Management
Texas
$227K -$36.2K -1,478 -14%
HB
74
Homrich & Berg
Georgia
$224K +$224K +9,154 New
BA
75
Ballew Advisors
Mississippi
$212K +$882 +36 +0.4%

BSJM Hedge Fund Activity: Q2 2019 in Review

101 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2019, worth a combined $225M — up 10% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSJM positions and 5 closed out — a net gain of 8 holders — while 56 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.47M.

  • 101 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2019, up from 94 in Q1 2019.
  • Funds reported $225M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2019, up 10% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2019 and 5 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $5.4M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2019.