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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
CFA
126
Carroll Financial Associates
North Carolina
$11K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$11K – – –
MCC
128
Money Concepts Capital
Florida
$10K +$9.7K +419 New
CAAS
129
Capital Asset Advisory Services
Michigan
$9K +$9.15K +395 New
TRCT
130
Tower Research Capital (TRC)
New York
$4K +$3.63K +157 New
SIAG
131
Safeguard Investment Advisory Group
California
$4K +$4.79K +207 New
FMTCOCP
132
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
WOSD
133
WFA of San Diego
California
$23 +$2.66M +115,010 New
Citadel Advisors
134
Citadel Advisors
Florida
– -$9.07M -396,820 Closed
TSA
135
Tri-Star Advisors
Texas
– -$3.9M -168,860 Closed
Baird Financial Group
136
Baird Financial Group
Wisconsin
– -$1.31M -57,285 Closed
WAS
137
Wealth Advisory Solutions
Indiana
– -$307K -13,450 Closed
MWA
138
Meridian Wealth Advisors
Texas
– -$274K -12,000 Closed
FWM
139
Frontier Wealth Management
Missouri
– -$256K -11,189 Closed
Truist Financial
140
Truist Financial
North Carolina
– -$203K -9,036 Closed
EWM
141
Edge Wealth Management
New York
– -$190K -8,292 Closed
ASN
142
Advisory Services Network
Georgia
– -$161K -6,950 Closed
KA
143
Kovack Advisors
Florida
– -$143K -6,250 Closed
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
– -$26K -1,142 Closed
PO
145
Private Ocean
California
– -$17K -750 Closed
WEC
146
Winslow Evans & Crocker
Massachusetts
– -$14.5K -625 -4%
FHA
147
Flagship Harbor Advisors
Massachusetts
– -$5K -260 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
– -$5K -200 Closed
CFGS
149
Concourse Financial Group Securities
Alabama
– -$2.94K -127 Closed
F
150
F3Logic
Minnesota
– -$1.72K -75 Closed
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.