Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
BSJM was delisted on the 15th of December, 2022.
156 hedge funds and large institutions have $528M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
13% more funds holding
Funds holding: 138 → 156 (+18)
5% more capital invested
Capital invested by funds: $501M → $528M (+$27.2M)
38% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBW
Blue Barn Wealth
Orem,
Utah
|
+$4.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.39M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$4.35M |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
+$2.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.6M |
| 2 |
PWSG
Pacific Wealth Strategies Group
Santa Barbara,
California
|
-$4.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.82M |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$3.68M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.57M |
BSJM Hedge Fund Activity: Q4 2021 in Review
156 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2021, worth a combined $528M — up 5.4% from $501M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new BSJM positions and 13 closed out — a net gain of 21 holders — while 39 added to existing stakes and 63 trimmed.
The largest buyer was Blue Barn Wealth, opening a new position worth an estimated $4.5M. The largest seller was Wells Fargo, cutting an estimated $16.6M.
- 156 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2021, up from 138 in Q3 2021.
- Funds reported $528M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2021, up 5.4% quarter-over-quarter.
- 34 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +21 holders.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2021 was Blue Barn Wealth, an estimated $4.5M added.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $16.6M sold.
Based on aggregated 13F filings for Q4 2021.