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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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138 hedge funds and large institutions have $501M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

3% less capital invested

Capital invested by funds: $518M → $501M (-$17.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 143 → 138 (-5)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
14
Increased
63
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$6.69M
2
Morgan Stanley
Morgan Stanley
New York
+$6.62M
3
Jane Street
Jane Street
New York
+$4.08M
4
CCC
Crescent Capital Consulting
Louisiana
+$3.69M
5
GI
Gradient Investments
Minnesota
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.71M
2
UBS Group
UBS Group
Switzerland
-$5.77M
3
OMC
Old Mission Capital
Illinois
-$5.21M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.11M
5
WI
Wintrust Investments
Illinois
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$28.5K – – –
IA
127
IFP Advisors
Florida
$26K – – –
WQ
128
Wealth Quarterback
New Jersey
$24K +$186 +8 +0.8%
FGAM
129
Financial Gravity Asset Management
Texas
$23K -$186 -8 -3%
AA
130
Ancora Advisors
Ohio
$21K – – –
IBOK
131
Independence Bank of Kentucky
Kentucky
$20K +$19.9K +855 New
KIG
132
Kessler Investment Group
Indiana
$17K – – –
CIAS
133
Capital Investment Advisory Services
North Carolina
$14K – – –
SBL
134
Sargent Bickham Lagudis
Colorado
$12K – – –
MWM
135
Mascoma Wealth Management
New Hampshire
$12K +$11.6K +500 New
CFA
136
Carroll Financial Associates
North Carolina
$11K – – –
Fidelity Investments
137
Fidelity Investments
Massachusetts
$7K -$6.66K -286 -48%
FMTCOCP
138
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
OMC
139
Old Mission Capital
Illinois
– -$5.21M -223,160 Closed
WI
140
Wintrust Investments
Illinois
– -$1.98M -84,975 Closed
ARC
141
Advisor Resource Council
Texas
– -$1.73M -74,248 Closed
PAS
142
Park Avenue Securities
New York
– -$754K -32,278 Closed
VAM
143
Verity Asset Management
North Carolina
– -$665K -28,461 Closed
HB
144
Homrich & Berg
Georgia
– -$587K -25,128 Closed
JWCA
145
J.W. Cole Advisors
Florida
– -$552K -23,635 Closed
BCM
146
BlueCrest Capital Management
Jersey
– -$407K -17,417 Closed
BA
147
Ballew Advisors
Mississippi
– -$228K -9,790 Closed
MWM
148
Meridian Wealth Management
Kentucky
– -$224K -9,573 Closed
ASN
149
Advisory Services Network
Georgia
– -$56K -2,377 Closed
M1FG
150
Mach-1 Financial Group
Arkansas
– -$19K -847 Closed
3 4 5
6
7

BSJM Hedge Fund Activity: Q3 2021 in Review

138 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2021, worth a combined $501M — down 3.3% from $518M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BSJM and 14 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 63 added.

The largest buyer was Stifel Financial, adding an estimated $6.69M. The largest seller was Citadel Advisors, cutting an estimated $7.71M.

  • 138 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2021, down from 143 in Q2 2021.
  • Funds reported $501M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2021 and 15 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2021 was Stifel Financial, an estimated $6.69M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $7.71M sold.

Based on aggregated 13F filings for Q3 2021.