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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM

Delisted

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

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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: 6 → 7 (+1)

0% more capital invested

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

6% less funds holding

Funds holding: 129 → 121 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$15.3M
2
GI
Gradient Investments
Minnesota
+$10.6M
3
UBS Group
UBS Group
Switzerland
+$7.72M
4
MCP
Mirador Capital Partners
California
+$6.86M
5
TC
Tatro Capital
Kentucky
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$13.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.5M
3
UCFA
United Capital Financial Advisors
Texas
-$7.11M
4
ACG
Allen Capital Group
Nebraska
-$6.77M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$373K +$3.77K +165 +1%
CWM
77
Cornerstone Wealth Management
Missouri
$318K -$49.9K -2,184 -14%
WAS
78
Wealth Advisory Solutions
Indiana
$307K -$29.3K -1,283 -9%
SWP
79
Stratos Wealth Partners
Ohio
$302K -$22.8K -997 -7%
LNC
80
Lincoln National Corp
Pennsylvania
$293K +$1.6K +70 +0.5%
GWM
81
Geneos Wealth Management
Colorado
$275K +$8K +350 +3%
MWA
82
Meridian Wealth Advisors
Texas
$274K – – –
FWM
83
Frontier Wealth Management
Missouri
$256K -$10.4K -453 -4%
AIM
84
Anchor Investment Management
South Carolina
$255K – – –
SI
85
Stephens Inc
Arkansas
$246K +$8.03K +351 +3%
AWM
86
AE Wealth Management
Kansas
$241K -$13.9M -606,523 -98%
CC
87
Courier Capital
New York
$232K – – –
WP
88
WealthSource Partners
California
$214K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$209K – – –
Truist Financial
90
Truist Financial
North Carolina
$203K – – –
WWM
91
WT Wealth Management
Arizona
$203K +$204K +8,916 New
TCCM
92
Timber Creek Capital Management
Massachusetts
$193K +$54.5K +2,385 +39%
EWM
93
Edge Wealth Management
New York
$190K -$108K -4,745 -36%
CFD
94
Creative Financial Designs
Indiana
$170K +$252 +11 +0.1%
ASN
95
Advisory Services Network
Georgia
$159K +$159K +6,950 New
KA
96
Kovack Advisors
Florida
$143K +$143K +6,250 New
VFA
97
Valeo Financial Advisors
Indiana
$115K -$22.9K -1,000 -17%
AWM
98
Avior Wealth Management
Nebraska
$106K +$20.1K +877 +23%
IA
99
IFP Advisors
Florida
$97K +$27.1K +1,186 +39%
KIG
100
Kessler Investment Group
Indiana
$94K +$66.2K +2,897 +242%
2 3
4
5 6

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.