We are live on ! Find out more
BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM

Delisted

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

Back to rankings

133 hedge funds and large institutions have $420M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $338M → $420M (+$81.8M)

10% more funds holding

Funds holding: 121 → 133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
48
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$10.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.56M
3
BCM
BlueCrest Capital Management
Jersey
+$8.4M
4
UCFA
United Capital Financial Advisors
Texas
+$8.22M
5
AP
Atwood & Palmer
Missouri
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.07M
2
Jane Street
Jane Street
New York
-$6.23M
3
TSA
Tri-Star Advisors
Texas
-$3.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.75M
5
IF
Ironwood Financial
Arizona
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$576K -$184K -7,965 -24%
SWM
77
Segment Wealth Management
Texas
$558K -$55.7K -2,405 -9%
SIA
78
SkyView Investment Advisors
New Jersey
$548K +$543K +23,467 New
FAM
79
Flaharty Asset Management
Florida
$524K -$491K -21,225 -49%
IWP
80
Innova Wealth Partners
Pennsylvania
$501K +$497K +21,446 New
NA
81
NewEdge Advisors
Louisiana
$483K -$21.5K -930 -4%
BFA
82
Beaumont Financial Advisors
Massachusetts
$462K -$835K -36,057 -65%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$458K -$36.1K -1,557 -7%
CA
84
Calton & Associates
Florida
$443K -$4.63K -200 -1%
ADL
85
Asset Dedication LLC
California
$438K -$30.1K -1,300 -7%
JWCA
86
J.W. Cole Advisors
Florida
$437K +$434K +18,726 New
WWM
87
Western Wealth Management
Colorado
$423K -$113K -4,893 -21%
PIA
88
Perennial Investment Advisors
California
$401K – – –
GWM
89
Geneos Wealth Management
Colorado
$347K +$74.8K +3,232 +27%
CWM
90
Cornerstone Wealth Management
Missouri
$334K +$9.59K +414 +3%
LNC
91
Lincoln National Corp
Pennsylvania
$331K +$30.9K +1,335 +10%
AWM
92
AE Wealth Management
Kansas
$292K +$44.8K +1,937 +18%
FCA
93
FinTrust Capital Advisors
South Carolina
$287K – – –
AIM
94
Anchor Investment Management
South Carolina
$261K – – –
SWP
95
Stratos Wealth Partners
Ohio
$254K -$53.1K -2,295 -17%
SI
96
Stephens Inc
Arkansas
$252K +$602 +26 +0.2%
WWM
97
WT Wealth Management
Arizona
$244K +$35.8K +1,546 +17%
CC
98
Courier Capital
New York
$233K – – –
TCCM
99
Timber Creek Capital Management
Massachusetts
$228K +$31.4K +1,355 +16%
1SB
100
1ST Source Bank
Indiana
$228K +$227K +9,786 New
2 3
4
5 6

BSJM Hedge Fund Activity: Q4 2020 in Review

133 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2020, worth a combined $420M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSJM positions and 16 closed out — a net gain of 13 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.07M sold.

  • 133 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2020, up from 121 in Q3 2020.
  • Funds reported $420M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2020 was Integrated Wealth Concepts, an estimated $10.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.