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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

124 hedge funds and large institutions have $301M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 16

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more capital invested

Capital invested by funds: $252M → $301M (+$49.4M)

12% more funds holding

Funds holding: 111124 (+13)

Holders
124
Holders Change
+13
Holders Change %
+11.71%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
27
Increased
60
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.03M -$235K -9,660 -19%
FAM
52
Flaharty Asset Management
Florida
$1.01M
OA
53
Oxbow Advisors
Texas
$984K
TA
54
TCG Advisors
Texas
$873K -$130K -5,336 -13%
IWC
55
Integrated Wealth Concepts
Massachusetts
$860K +$184K +7,578 +27%
AIFAIM
56
American Institute for Advanced Investment Management
Arizona
$839K +$834K +34,315 New
DADC
57
D.A. Davidson & Co
Montana
$833K +$89.4K +3,677 +12%
Stifel Financial
58
Stifel Financial
Missouri
$734K +$129K +5,314 +22%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$728K
AI
60
Atria Investments
North Carolina
$667K +$663K +27,291 New
EWM
61
Empirical Wealth Management
Washington
$643K +$3.06K +126 +0.5%
WWM
62
Western Wealth Management
Colorado
$626K +$6.05K +249 +1%
IWP
63
Insight Wealth Partners
Texas
$625K +$621K +25,568 New
SPC
64
Sigma Planning Corp
Michigan
$617K -$16.1K -662 -3%
HB
65
Homrich & Berg
Georgia
$610K +$208K +8,578 +52%
RCA
66
Reitz Capital Advisors
Michigan
$571K
PIA
67
Perennial Investment Advisors
California
$499K +$496K +20,396 New
HAS
68
HBW Advisory Services
California
$463K +$65.7K +2,703 +17%
LWA
69
Lineweaver Wealth Advisors
Ohio
$423K +$421K +17,323 New
RIG
70
Ramiah Investment Group
Wisconsin
$415K +$412K +16,965 New
CA
71
Calton & Associates
Florida
$399K +$156K +6,437 +65%
WEC
72
Winslow Evans & Crocker
Massachusetts
$394K +$12.2K +500 +3%
NRI
73
NFP Retirement Inc
California
$393K +$391K +16,099 New
CWM
74
Cornerstone Wealth Management
Missouri
$391K +$34.8K +1,430 +10%
DP
75
Dearborn Partners
Illinois
$357K +$99.1K +4,080 +39%

BSJM Hedge Fund Activity: Q4 2019 in Review

124 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2019, worth a combined $301M — up 20% from $252M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSJM positions and 12 closed out — a net gain of 15 holders — while 60 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.47M. The largest seller was Advisory Services Network, exiting entirely with an estimated $2.85M sold.

  • 124 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2019, up from 111 in Q3 2019.
  • Funds reported $301M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2019 and 12 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $8.47M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2019 was Advisory Services Network, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2019.