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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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133 hedge funds and large institutions have $420M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $338M → $420M (+$81.8M)

10% more funds holding

Funds holding: 121 → 133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
48
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$10.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.56M
3
BCM
BlueCrest Capital Management
Jersey
+$8.4M
4
UCFA
United Capital Financial Advisors
Texas
+$8.22M
5
AP
Atwood & Palmer
Missouri
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.07M
2
Jane Street
Jane Street
New York
-$6.23M
3
TSA
Tri-Star Advisors
Texas
-$3.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.75M
5
IF
Ironwood Financial
Arizona
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$211K +$92.6K +4,000 +79%
QCIG
102
Quad-Cities Investment Group
Iowa
$203K +$201K +8,694 New
BA
103
Ballew Advisors
Mississippi
$203K +$202K +8,712 New
WP
104
WealthSource Partners
California
$201K -$17.3K -746 -8%
CFD
105
Creative Financial Designs
Indiana
$174K +$255 +11 +0.1%
CCC
106
Crescent Capital Consulting
Louisiana
$170K +$169K +7,292 New
KFI
107
Key Financial Inc
Pennsylvania
$138K +$137K +5,910 New
AWM
108
Avior Wealth Management
Nebraska
$110K +$1.09K +47 +1%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$89K – – –
Deutsche Bank
110
Deutsche Bank
Germany
$82K +$81K +3,500 New
IA
111
IFP Advisors
Florida
$75K -$24.2K -1,044 -25%
SPIA
112
Steward Partners Investment Advisory
New York
$64K -$148K -6,400 -70%
SFS
113
Sowell Financial Services
Arkansas
$57K – – –
APA
114
American Portfolios Advisors
New York
$56.2K – – –
AF
115
Advisornet Financial
Minnesota
$50K – – –
KIG
116
Kessler Investment Group
Indiana
$36K -$59.4K -2,564 -63%
IA
117
IFS Advisors
Kansas
$35K +$35.4K +1,530 New
SWA
118
Sutton Wealth Advisors
Florida
$28.6K – – –
BFEC
119
Benjamin F. Edwards & Company
Missouri
$27K – – –
M1FG
120
Mach-1 Financial Group
Arkansas
$19K +$19.6K +847 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
CIAS
122
Capital Investment Advisory Services
North Carolina
$14K – – –
SIS
123
Sound Income Strategies
Florida
$14K – – –
US Bancorp
124
US Bancorp
Minnesota
$14K – – –
SBL
125
Sargent Bickham Lagudis
Colorado
$12K – – –
2 3 4
5
6

BSJM Hedge Fund Activity: Q4 2020 in Review

133 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2020, worth a combined $420M — up 24% from $338M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSJM positions and 16 closed out — a net gain of 13 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $10.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.07M sold.

  • 133 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2020, up from 121 in Q3 2020.
  • Funds reported $420M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2020 and 16 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2020 was Integrated Wealth Concepts, an estimated $10.9M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2020.