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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

121 hedge funds and large institutions have $338M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more capital invested

Capital invested by funds: $336M → $338M (+$1.52M)

6% less funds holding

Funds holding: 129121 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
8
Increased
53
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$981K +$57.3K +2,506 +6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$942K
OA
53
Oxbow Advisors
Texas
$906K
WI
54
Wintrust Investments
Illinois
$899K +$60K +2,625 +7%
AIFAIM
55
American Institute for Advanced Investment Management
Arizona
$893K -$5.3K -232 -0.6%
DADC
56
D.A. Davidson & Co
Montana
$850K +$45.7K +2,000 +6%
SPC
57
Sigma Planning Corp
Michigan
$844K +$13.7K +600 +2%
SF
58
Synovus Financial
Georgia
$779K -$13.3K -580 -2%
NRI
59
NFP Retirement Inc
California
$758K -$196K -8,553 -21%
AIC
60
Ameritas Investment Company
Nebraska
$728K
MWM
61
Meridian Wealth Management
Kentucky
$706K -$54.5K -2,384 -7%
JP Morgan Chase
62
JP Morgan Chase
New York
$671K +$638K +27,917 +1,872%
SWMG
63
Strategic Wealth Management Group
Maryland
$650K +$149K +6,530 +30%
WI
64
WrapManager Inc
California
$628K +$16.1K +705 +3%
SRC
65
Shufro Rose & Co
New York
$627K +$9.95K +435 +2%
SWM
66
Segment Wealth Management
Texas
$602K -$49.7K -2,175 -8%
HB
67
Homrich & Berg
Georgia
$573K +$617 +27 +0.1%
IWP
68
Insight Wealth Partners
Texas
$569K -$10.2K -447 -2%
EWM
69
Empirical Wealth Management
Washington
$539K -$8.14K -356 -1%
WWM
70
Western Wealth Management
Colorado
$526K -$49.5K -2,167 -9%
NA
71
NewEdge Advisors
Louisiana
$495K +$15.5K +678 +3%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$484K +$37.5K +1,641 +8%
ADL
73
Asset Dedication LLC
California
$458K -$3.48M -152,193 -88%
CA
74
Calton & Associates
Florida
$438K
PIA
75
Perennial Investment Advisors
California
$394K

BSJM Hedge Fund Activity: Q3 2020 in Review

121 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2020, worth a combined $338M — up 0.45% from $336M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BSJM and 8 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 53 added.

The largest buyer was Wells Fargo, adding an estimated $15.3M. The largest seller was AE Wealth Management, cutting an estimated $13.9M.

  • 121 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $338M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2020, up 0.45% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $15.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2020 was AE Wealth Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2020.