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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

132 hedge funds and large institutions have $305M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

6% more funds holding

Funds holding: 124132 (+8)

1% more capital invested

Capital invested by funds: $301M → $305M (+$4.01M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
26
Increased
52
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Flaharty Asset Management
Florida
$892K
MML Investors Services
52
MML Investors Services
Massachusetts
$871K -$338K -14,337 -26%
OA
53
Oxbow Advisors
Texas
$858K -$14.2K -600 -1%
AIFAIM
54
American Institute for Advanced Investment Management
Arizona
$851K +$117K +4,964 +14%
AC
55
Avestar Capital
New York
$784K +$854K +36,188 New
NRI
56
NFP Retirement Inc
California
$748K +$435K +18,453 +115%
DADC
57
D.A. Davidson & Co
Montana
$743K +$5.47K +232 +0.7%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$727K
IWC
59
Integrated Wealth Concepts
Massachusetts
$697K -$70.8K -3,001 -9%
Stifel Financial
60
Stifel Financial
Missouri
$695K +$55.1K +2,336 +8%
WI
61
WrapManager Inc
California
$665K -$359K -15,235 -33%
WP
62
WealthPLAN Partners
Nebraska
$652K +$707K +29,973 New
BC
63
Burney Company
Virginia
$631K +$687K +29,130 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$620K +$676K +28,637 New
VAM
65
Verity Asset Management
North Carolina
$603K -$859K -36,393 -57%
WWM
66
Western Wealth Management
Colorado
$557K +$967 +41 +0.2%
IWP
67
Insight Wealth Partners
Texas
$554K
SWM
68
Segment Wealth Management
Texas
$549K -$639K -27,085 -52%
HB
69
Homrich & Berg
Georgia
$541K +$708 +30 +0.1%
TA
70
TCG Advisors
Texas
$536K -$258K -10,949 -31%
EWM
71
Empirical Wealth Management
Washington
$536K -$37.2K -1,578 -6%
MWM
72
Meridian Wealth Management
Kentucky
$519K +$327K +13,844 +137%
SPC
73
Sigma Planning Corp
Michigan
$498K -$52.8K -2,239 -9%
EWM
74
Edge Wealth Management
New York
$482K +$188K +7,967 +55%
WI
75
Wintrust Investments
Illinois
$438K +$477K +20,200 New

BSJM Hedge Fund Activity: Q1 2020 in Review

132 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2020, worth a combined $305M — up 1.3% from $301M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSJM positions and 15 closed out — a net gain of 11 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $13.9M. The largest seller was Vigilare Wealth Management, exiting entirely with an estimated $9.88M sold.

  • 132 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2020, up from 124 in Q4 2019.
  • Funds reported $305M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2020, up 1.3% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2020 and 15 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $13.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2020 was Vigilare Wealth Management, an estimated $9.88M sold.

Based on aggregated 13F filings for Q1 2020.