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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

129 hedge funds and large institutions have $336M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $305M → $336M (+$31.3M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

2% less funds holding

Funds holding: 132129 (-3)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
16
Increased
46
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$955K -$39.9K -1,799 -4%
NRI
52
NFP Retirement Inc
California
$930K +$158K +7,144 +21%
CA
53
Cetera Advisors
Colorado
$902K -$30.5K -1,376 -3%
OA
54
Oxbow Advisors
Texas
$884K
AIFAIM
55
American Institute for Advanced Investment Management
Arizona
$876K +$466 +21 +0.1%
MCP
56
Mirador Capital Partners
California
$865K -$4.13M -186,016 -83%
WI
57
Wintrust Investments
Illinois
$818K +$366K +16,500 +82%
SPC
58
Sigma Planning Corp
Michigan
$810K +$296K +13,326 +58%
DADC
59
D.A. Davidson & Co
Montana
$785K +$19.7K +888 +3%
VAM
60
Verity Asset Management
North Carolina
$784K +$162K +7,324 +26%
IWC
61
Integrated Wealth Concepts
Massachusetts
$777K +$59.1K +2,663 +8%
SF
62
Synovus Financial
Georgia
$772K -$899K -40,528 -54%
MWM
63
Meridian Wealth Management
Kentucky
$741K +$206K +9,302 +39%
AIC
64
Ameritas Investment Company
Nebraska
$728K +$278K +12,513 +62%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$727K
BC
66
Burney Company
Virginia
$650K
SWM
67
Segment Wealth Management
Texas
$635K +$69.9K +3,150 +12%
WP
68
WealthPLAN Partners
Nebraska
$607K -$77K -3,469 -12%
SRC
69
Shufro Rose & Co
New York
$602K +$299K +13,500 +100%
WI
70
WrapManager Inc
California
$597K -$87.8K -3,956 -13%
IWP
71
Insight Wealth Partners
Texas
$565K -$5.15K -232 -0.9%
WWM
72
Western Wealth Management
Colorado
$561K -$10.2K -460 -2%
HB
73
Homrich & Berg
Georgia
$558K +$710 +32 +0.1%
EWM
74
Empirical Wealth Management
Washington
$534K -$17.7K -797 -3%
SWMG
75
Strategic Wealth Management Group
Maryland
$488K +$486K +21,903 New

BSJM Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2020, worth a combined $336M — up 10% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSJM and 16 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Citadel Advisors, adding an estimated $14.9M. The largest seller was United Capital Financial Advisors, cutting an estimated $6.74M.

  • 129 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2020, down from 132 in Q1 2020.
  • Funds reported $336M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2020 and 19 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2020 was Citadel Advisors, an estimated $14.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2020 was United Capital Financial Advisors, an estimated $6.74M sold.

Based on aggregated 13F filings for Q2 2020.