Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
BSJM was delisted on the 15th of December, 2022.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.72M |
| 4 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
+$6.86M |
| 5 |
TC
Tatro Capital
Lexington,
Kentucky
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$13.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.11M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$6.77M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
126
WealthPLAN Partners
Omaha,
Nebraska
| – | -$607K | -26,504 | Closed |
|
|
JWCA
127
J.W. Cole Advisors
Tampa,
Florida
| – | -$411K | -18,447 | Closed |
|
|
LWA
128
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$378K | -16,963 | Closed |
|
|
FTUS
129
Flow Traders U.S.
New York
| – | -$369K | -16,566 | Closed |
|
|
HAS
130
HBW Advisory Services
Simi Valley,
California
| – | -$359K | -16,099 | Closed |
|
|
MG
131
Mather Group
Chicago,
Illinois
| – | -$210K | -9,408 | Closed |
|
|
APWA
132
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$64K | -2,865 | Closed |
|
|
CAN
133
Cetera Advisor Networks
El Segundo,
California
| – | -$19K | -834 | Closed |
|
|
FANJ
134
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$11K | -515 | Closed |
|
135
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -235 | Closed |
|
|
OPS
136
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -73 | Closed |
|
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.