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
NFG
126
Next Financial Group
Texas
$169K -$809K -34,860 -83%
CFD
127
Creative Financial Designs
Indiana
$141K -$22.1K -953 -14%
KFI
128
Key Financial Inc
Pennsylvania
$137K – – –
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$114K – – –
BCPWM
130
Bradley & Co Private Wealth Management
Florida
$98K – – –
AIM
131
Anchor Investment Management
South Carolina
$74.1K – – –
CP
132
Castleview Partners
Texas
$73.6K +$39.6M +1,708,729 New
NFSG
133
Newbridge Financial Services Group
Florida
$54K – – –
AF
134
Advisornet Financial
Minnesota
$53K – – –
TWC
135
TD Waterhouse Canada
Ontario, Canada
$46.4K +$46.4K +2,000 New
1IA
136
1834 Investment Advisors
Wisconsin
$42K – – –
MCC
137
Money Concepts Capital
Florida
$40K +$39.6K +1,708 New
APA
138
American Portfolios Advisors
New York
$37.7K -$50.9K -2,193 -57%
PCMC
139
Paragon Capital Management (Colorado)
Colorado
$29K +$29K +1,250 New
SWA
140
Sutton Wealth Advisors
Florida
$28.5K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$27K +$26.8K +1,154 New
IA
142
IFP Advisors
Florida
$26K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$23K +$9.12K +393 +65%
AA
144
Ancora Advisors
Ohio
$21K – – –
IBOK
145
Independence Bank of Kentucky
Kentucky
$20K – – –
M1FG
146
Mach-1 Financial Group
Arkansas
$19K +$19.7K +847 New
KIG
147
Kessler Investment Group
Indiana
$17K – – –
CFCI
148
Comprehensive Financial Consultants Institutional
Indiana
$14K +$14.2K +614 New
MWM
149
Mascoma Wealth Management
New Hampshire
$12K – – –
SBL
150
Sargent Bickham Lagudis
Colorado
$12K – – –
3 4 5
6
7

BSJM Hedge Fund Activity: Q4 2021 in Review

156 of the 6,499 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.