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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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130 hedge funds and large institutions have $278M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 135 → 130 (-5)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

24% less capital invested

Capital invested by funds: $366M → $278M (-$87.8M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

63% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 65

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
24
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.02M
2
UCFA
United Capital Financial Advisors
Texas
+$1.94M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09M
4
SEEDPG
S.E.E.D. Planning Group
New York
+$876K
5
MOS
MGO One Seven
Ohio
+$734K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$16.7M
2
UBS Group
UBS Group
Switzerland
-$15.5M
3
FTUS
Flow Traders U.S.
New York
-$7.26M
4
Stifel Financial
Stifel Financial
Missouri
-$5.98M
5
CFO
Collective Family Office
Pennsylvania
-$5.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
76
Horizons Wealth Management
North Carolina
$410K – – –
Legacy Financial Group (Iowa)
77
Legacy Financial Group (Iowa)
Iowa
$403K -$804K -36,244 -66%
AWM
78
Axxcess Wealth Management
California
$384K -$5.55K -250 -1%
BWP
79
Balboa Wealth Partners
Arizona
$384K +$388K +17,485 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$383K -$6.48K -292 -2%
IA
81
IFP Advisors
Florida
$374K +$45.5K +2,049 +16%
SI
82
Stephens Inc
Arkansas
$341K -$28.2K -1,270 -8%
GWM
83
Greenwich Wealth Management
Connecticut
$339K -$11.1K -500 -3%
WA
84
Wealthstar Advisors
Texas
$328K – – –
AAS
85
Avantax Advisory Services
Texas
$311K +$1.35K +61 +0.4%
LIM
86
Leavell Investment Management
Alabama
$300K -$448K -20,198 -60%
CA
87
CoreCap Advisors
Michigan
$298K – – –
KIA
88
Kraematon Investment Advisors
Massachusetts
$298K +$821 +37 +0.3%
PIA
89
Perennial Investment Advisors
California
$287K – – –
FCA
90
FinTrust Capital Advisors
South Carolina
$271K – – –
VNB
91
Virginia National Bank
Virginia
$270K -$301K -13,572 -52%
Truist Financial
92
Truist Financial
North Carolina
$265K -$14.2K -640 -5%
CA
93
Calton & Associates
Florida
$262K – – –
FIM
94
Freedom Investment Management
Connecticut
$235K -$11.5K -517 -5%
AAS
95
Ameritas Advisory Services
Nebraska
$227K – – –
BA
96
Ballew Advisors
Mississippi
$225K +$227K +10,234 New
Invesco
97
Invesco
Georgia
$224K +$226K +10,203 New
HighTower Advisors
98
HighTower Advisors
Illinois
$213K -$2.32M -104,468 -92%
NB
99
Northwest Bancshares
Pennsylvania
$209K -$3.82K -172 -2%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$207K -$446K -20,104 -68%
2 3
4
5 6

BSJM Hedge Fund Activity: Q3 2022 in Review

130 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2022, worth a combined $278M — down 24% from $366M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BSJM and 11 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 24 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.02M. The largest seller was Integrated Wealth Concepts, cutting an estimated $16.7M.

  • 130 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2022, down from 135 in Q2 2022.
  • Funds reported $278M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2022 and 16 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.02M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2022 was Integrated Wealth Concepts, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2022.