We are live on ! Find out more
BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

145 hedge funds and large institutions have $490M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

97% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 33

17% more capital invested

Capital invested by funds: $420M → $490M (+$70.1M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 133145 (+12)

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
2.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
25
Increased
65
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Synovus Financial
Georgia
$757K -$26K -1,117 -3%
SRC
77
Shufro Rose & Co
New York
$727K +$21K +900 +3%
IWP
78
Insight Wealth Partners
Texas
$693K
WI
79
WrapManager Inc
California
$613K -$87.1K -3,740 -12%
MWM
80
Meridian Wealth Management
Kentucky
$604K -$111K -4,770 -16%
AIC
81
Ameritas Investment Company
Nebraska
$599K +$22.9K +985 +4%
BCM
82
BlueCrest Capital Management
Jersey
$599K -$7.85M -337,250 -93%
PAG
83
Private Advisory Group
Washington
$598K -$607K -26,058 -50%
HB
84
Homrich & Berg
Georgia
$586K +$629 +27 +0.1%
SWM
85
Segment Wealth Management
Texas
$563K +$4.31K +185 +0.8%
SIA
86
SkyView Investment Advisors
New Jersey
$548K
HI
87
Harbour Investments
Wisconsin
$547K +$546K +23,433 New
KA
88
Kovack Advisors
Florida
$534K +$532K +22,864 New
FAM
89
Flaharty Asset Management
Florida
$524K
4FG
90
4Thought Financial Group
New York
$515K +$514K +22,072 New
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$500K -$2.48M -106,469 -83%
TCCM
92
Timber Creek Capital Management
Massachusetts
$482K +$253K +10,857 +111%
BA
93
Ballew Advisors
Mississippi
$470K +$265K +11,370 +131%
NA
94
NewEdge Advisors
Louisiana
$466K -$17.4K -746 -4%
CA
95
Calton & Associates
Florida
$463K +$20K +857 +5%
LNC
96
Lincoln National Corp
Pennsylvania
$459K +$129K +5,526 +39%
BFA
97
Beaumont Financial Advisors
Massachusetts
$440K -$22.1K -951 -5%
JWCA
98
J.W. Cole Advisors
Florida
$440K +$2.51K +108 +0.6%
EWM
99
Empirical Wealth Management
Washington
$439K -$138K -5,944 -24%
BRWA
100
B. Riley Wealth Advisors
Florida
$414K +$413K +17,720 New

BSJM Hedge Fund Activity: Q1 2021 in Review

145 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2021, worth a combined $490M — up 17% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJM positions and 11 closed out — a net gain of 14 holders — while 65 added to existing stakes and 33 trimmed.

The largest buyer was Advisors Management Group, adding an estimated $22.3M. The largest seller was BlueCrest Capital Management, cutting an estimated $7.85M.

  • 145 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2021, up from 133 in Q4 2020.
  • Funds reported $490M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2021 and 11 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2021 was Advisors Management Group, an estimated $22.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2021 was BlueCrest Capital Management, an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2021.