Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
BSJM was delisted on the 15th of December, 2022.
94 hedge funds and large institutions have $204M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 12 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 10
44% more capital invested
Capital invested by funds: $141M → $204M (+$62.5M)
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
3% more funds holding
Funds holding: 91 → 94 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$19.3M |
| 2 |
AMG
Advisors Management Group
La Crosse,
Wisconsin
|
+$5.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.77M |
| 4 |
Morgan Stanley
New York
|
+$4.71M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$3.17M |
| 2 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
-$1.87M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$930K |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$895K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$816K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNC
101
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$267K | -11,524 | Closed |
|
|
MWA
102
Meridian Wealth Advisors
Austin,
Texas
| – | -$186K | -8,000 | Closed |
|
|
BOPW
103
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$96K | -4,172 | Closed |
|
|
NFG
104
Next Financial Group
Houston,
Texas
| – | -$76K | -3,260 | Closed |
|
105
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$46K | -1,973 | Closed |
|
BSJM Hedge Fund Activity: Q1 2019 in Review
94 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2019, worth a combined $204M — up 44% from $141M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BSJM positions and 12 closed out — a net gain of 4 holders — while 55 added to existing stakes and 10 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19.3M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $3.17M sold.
- 94 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2019, up from 91 in Q4 2018.
- Funds reported $204M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
- 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2019 and 12 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $19.3M added.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2019.