We are live on ! Find out more
BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM

Delisted

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

Back to rankings

156 hedge funds and large institutions have $528M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

13% more funds holding

Funds holding: 138 → 156 (+18)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.2M)

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
156
Holders Change
+18
Holders Change %
+13.04%
% of All Funds
2.4%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
34
Increased
39
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBW
Blue Barn Wealth
Utah
+$4.5M
2
UCFA
United Capital Financial Advisors
Texas
+$4.39M
3
IAS
IMA Advisory Services
Colorado
+$4.35M
4
SCM
Southport Capital Management
Tennessee
+$2.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.6M
2
PWSG
Pacific Wealth Strategies Group
California
-$4.18M
3
Bank of America
Bank of America
North Carolina
-$3.82M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$3.68M
5
UBS Group
UBS Group
Switzerland
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$433K -$43.5K -1,873 -9%
AWM
102
Axxcess Wealth Management
California
$413K +$413K +17,780 New
AWE
103
Avidian Wealth Enterprises
Texas
$404K +$403K +17,380 New
CA
104
Calton & Associates
Florida
$400K – – –
TCCM
105
Timber Creek Capital Management
Massachusetts
$395K -$75.3K -3,244 -16%
SI
106
Stephens Inc
Arkansas
$389K -$29.3K -1,262 -7%
TSS
107
Two Sigma Securities
New York
$380K +$380K +16,370 New
KIA
108
Kraematon Investment Advisors
Massachusetts
$354K +$353K +15,223 New
WWM
109
Western Wealth Management
Colorado
$350K +$350K +15,085 New
CA
110
CoreCap Advisors
Michigan
$320K +$319K +13,761 New
WA
111
Wealthstar Advisors
Texas
$314K -$60.3K -2,597 -16%
GWM
112
Greenwich Wealth Management
Connecticut
$312K +$18.6K +800 +6%
SW
113
Simplicity Wealth
New Jersey
$312K +$312K +13,431 New
PIA
114
Perennial Investment Advisors
California
$308K -$44.2K -1,904 -13%
GWM
115
Geneos Wealth Management
Colorado
$294K -$14.5K -625 -5%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$289K +$289K +12,454 New
FCA
117
FinTrust Capital Advisors
South Carolina
$286K – – –
IWP
118
Innova Wealth Partners
Pennsylvania
$270K -$3.69K -159 -1%
AAS
119
Ameritas Advisory Services
Nebraska
$240K +$239K +10,311 New
TC
120
TownSquare Capital
Utah
$239K +$239K +10,300 New
NFG
121
Nations Financial Group
Iowa
$232K -$20.4K -880 -8%
CC
122
Courier Capital
New York
$232K – – –
RWP
123
Revolve Wealth Partners
New Jersey
$227K +$227K +9,778 New
WA
124
WESPAC Advisors
California
$218K -$5.62K -242 -3%
WP
125
WealthSource Partners
California
$201K -$5.06K -218 -2%
3 4
5
6 7

BSJM Hedge Fund Activity: Q4 2021 in Review

156 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2021, worth a combined $528M — up 5.4% from $501M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSJM positions and 13 closed out — a net gain of 21 holders — while 39 added to existing stakes and 63 trimmed.

The largest buyer was Blue Barn Wealth, opening a new position worth an estimated $4.5M. The largest seller was Wells Fargo, cutting an estimated $16.6M.

  • 156 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2021, up from 138 in Q3 2021.
  • Funds reported $528M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2021, up 5.4% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2021 and 13 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2021 was Blue Barn Wealth, an estimated $4.5M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2021 was Wells Fargo, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.