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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

129 hedge funds and large institutions have $336M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more capital invested

Capital invested by funds: $305M → $336M (+$31.3M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

2% less funds holding

Funds holding: 132129 (-3)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
16
Increased
46
Reduced
43
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$166K +$266 +12 +0.2%
TCCM
102
Timber Creek Capital Management
Massachusetts
$135K
VFA
103
Valeo Financial Advisors
Indiana
$135K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$122K
AWM
105
Avior Wealth Management
Nebraska
$84K +$84.1K +3,790 New
SFS
106
Sowell Financial Services
Arkansas
$82K +$8.3K +374 +11%
IA
107
IFP Advisors
Florida
$67K -$22.8K -1,027 -25%
APWA
108
Atlas Private Wealth Advisors
New Jersey
$64K +$63.6K +2,865 New
APA
109
American Portfolios Advisors
New York
$53K -$23.3K -1,050 -31%
FGAM
110
Financial Gravity Asset Management
Texas
$53K +$53.1K +2,393 New
AF
111
Advisornet Financial
Minnesota
$47K -$36.1K -1,629 -43%
JP Morgan Chase
112
JP Morgan Chase
New York
$33K +$33.1K +1,491 New
SWA
113
Sutton Wealth Advisors
Florida
$27.3K
KIG
114
Kessler Investment Group
Indiana
$27K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$27K +$155 +7 +0.6%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$25K -$2.77K -125 -10%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20.4K +920 New
CAN
118
Cetera Advisor Networks
California
$19K +$18.5K +834 New
PO
119
Private Ocean
California
$16K
US Bancorp
120
US Bancorp
Minnesota
$14K
SIS
121
Sound Income Strategies
Florida
$13K +$22 +1 +0.2%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$11K
SBL
123
Sargent Bickham Lagudis
Colorado
$11K
CFA
124
Carroll Financial Associates
North Carolina
$10K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$5K

BSJM Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2020, worth a combined $336M — up 10% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSJM and 16 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Citadel Advisors, adding an estimated $14.9M. The largest seller was United Capital Financial Advisors, cutting an estimated $6.74M.

  • 129 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2020, down from 132 in Q1 2020.
  • Funds reported $336M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2020 and 19 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2020 was Citadel Advisors, an estimated $14.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2020 was United Capital Financial Advisors, an estimated $6.74M sold.

Based on aggregated 13F filings for Q2 2020.