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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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130 hedge funds and large institutions have $278M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 135 → 130 (-5)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

24% less capital invested

Capital invested by funds: $366M → $278M (-$87.8M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

63% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 65

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
24
Reduced
65
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.02M
2
UCFA
United Capital Financial Advisors
Texas
+$1.94M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.09M
4
SEEDPG
S.E.E.D. Planning Group
New York
+$876K
5
MOS
MGO One Seven
Ohio
+$734K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$16.7M
2
UBS Group
UBS Group
Switzerland
-$15.5M
3
FTUS
Flow Traders U.S.
New York
-$7.26M
4
Stifel Financial
Stifel Financial
Missouri
-$5.98M
5
CFO
Collective Family Office
Pennsylvania
-$5.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$203K +$205K +9,236 New
KFI
102
Key Financial Inc
Pennsylvania
$130K – – –
CP
103
Castleview Partners
Texas
$126K -$762K -34,342 -86%
GI
104
Gradient Investments
Minnesota
$125K – – –
WAM
105
Worth Asset Management
Texas
$110K – – –
GWM
106
Geneos Wealth Management
Colorado
$85K -$51.1K -2,305 -37%
CFD
107
Creative Financial Designs
Indiana
$75K – – –
AF
108
Advisornet Financial
Minnesota
$53K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$50K +$50.7K +2,285 New
JP Morgan Chase
110
JP Morgan Chase
New York
$42K -$292K -13,154 -87%
APA
111
American Portfolios Advisors
New York
$35.7K – – –
SWM
112
Spire Wealth Management
Virginia
$32K -$71.1K -3,203 -69%
AIP
113
Almanack Investment Partners
Pennsylvania
$31K +$31.6K +1,425 New
SWA
114
Sutton Wealth Advisors
Florida
$26.9K – – –
CIAS
115
Capital Investment Advisory Services
North Carolina
$21K – – –
AA
116
Ancora Advisors
Ohio
$20K – – –
HWMA
117
Heritage Wealth Management (Arizona)
Arizona
$19K – – –
IBOK
118
Independence Bank of Kentucky
Kentucky
$19K – – –
PTC
119
Private Trust Company
Ohio
$12K -$377 -17 -3%
MCC
120
Money Concepts Capital
Florida
$9K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$8K -$27.7K -1,249 -78%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$6.59K +$6.66K +300 New
MWM
123
Mascoma Wealth Management
New Hampshire
$5K – – –
SIC
124
SJS Investment Consulting
Ohio
$5K +$5.41K +244 New
FGAM
125
Financial Gravity Asset Management
Texas
$4.88K – – –
2 3 4
5
6

BSJM Hedge Fund Activity: Q3 2022 in Review

130 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2022, worth a combined $278M — down 24% from $366M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BSJM and 11 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 24 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.02M. The largest seller was Integrated Wealth Concepts, cutting an estimated $16.7M.

  • 130 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2022, down from 135 in Q2 2022.
  • Funds reported $278M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2022, down 24% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2022 and 16 closed out, a net change of -5 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.02M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2022 was Integrated Wealth Concepts, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2022.