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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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121 hedge funds and large institutions have $338M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0% more capital invested

Capital invested by funds: $336M → $338M (+$1.52M)

6% less funds holding

Funds holding: 129 → 121 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
8
Increased
53
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$15.3M
2
GI
Gradient Investments
Minnesota
+$10.6M
3
UBS Group
UBS Group
Switzerland
+$7.72M
4
MCP
Mirador Capital Partners
California
+$6.86M
5
TC
Tatro Capital
Kentucky
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$13.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.5M
3
UCFA
United Capital Financial Advisors
Texas
-$7.11M
4
ACG
Allen Capital Group
Nebraska
-$6.77M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$88K -$37.5K -1,642 -30%
SFS
102
Sowell Financial Services
Arkansas
$56K -$28.3K -1,239 -34%
APA
103
American Portfolios Advisors
New York
$55.1K +$755 +33 +1%
AF
104
Advisornet Financial
Minnesota
$49K – – –
PFS
105
Prospera Financial Services
Texas
$37K -$2.11M -92,267 -98%
SWA
106
Sutton Wealth Advisors
Florida
$28K – – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$26K -$1.65K -72 -6%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$26K – – –
PO
109
Private Ocean
California
$17K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$14K -$6.58K -288 -31%
US Bancorp
111
US Bancorp
Minnesota
$14K – – –
SIS
112
Sound Income Strategies
Florida
$14K +$23 +1 +0.2%
CIAS
113
Capital Investment Advisory Services
North Carolina
$14K +$13.8K +605 New
CFA
114
Carroll Financial Associates
North Carolina
$11K – – –
SBL
115
Sargent Bickham Lagudis
Colorado
$11K – – –
NFSG
116
Newbridge Financial Services Group
Florida
$10K +$10.3K +450 New
FHA
117
Flagship Harbor Advisors
Massachusetts
$5K – – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$5K +$4.55K +199 +19,900%
CFGS
119
Concourse Financial Group Securities
Alabama
$3K – – –
FMTCOCP
120
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
F
121
F3Logic
Minnesota
$1.72K +$1.72K +75 New
FCA
122
FinTrust Capital Advisors
South Carolina
$281 – – –
ACG
123
Allen Capital Group
Nebraska
– -$6.77M -303,593 Closed
TA
124
TCG Advisors
Texas
– -$1.53M -68,600 Closed
BC
125
Burney Company
Virginia
– -$650K -29,130 Closed
2 3 4
5
6

BSJM Hedge Fund Activity: Q3 2020 in Review

121 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2020, worth a combined $338M — up 0.45% from $336M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BSJM and 8 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 53 added.

The largest buyer was Wells Fargo, adding an estimated $15.3M. The largest seller was AE Wealth Management, cutting an estimated $13.9M.

  • 121 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $338M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2020, up 0.45% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2020 was Wells Fargo, an estimated $15.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2020 was AE Wealth Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2020.