Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
BSJM was delisted on the 15th of December, 2022.
11 hedge funds and large institutions have $15M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more capital invested
Capital invested by funds: $7.52M → $15M (+$7.48M)
22% more funds holding
Funds holding: 9 → 11 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$781K |
| 4 |
Jane Street
New York
|
+$231K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$566K |
| 2 |
Morgan Stanley
New York
|
-$69.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $3.47M | +$3.59M | +153,776 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.46M | +$3.59M | +153,507 | New |
|
|
3
Morgan Stanley
New York
| $3M | -$69.2K | -2,962 | -2% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.4M | +$781K | +33,426 | +46% |
|
|
5
Wells Fargo
San Francisco,
California
| $1.06M | +$229K | +9,822 | +27% |
|
6
Bank of America
Charlotte,
North Carolina
| $728K | +$128K | +5,462 | +20% |
|
|
7
Jane Street
New York
| $492K | +$231K | +9,882 | +83% |
|
|
VKH
8
Virtu KCG Holdings
New York
| $300K | +$71.8K | +3,075 | +30% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $46K | -$2.71K | -116 | -5% |
|
10
UBS Group
Zurich,
Switzerland
| $42K | +$43.1K | +1,845 | New |
|
|
LW
11
Linscomb Wealth
Houston,
Texas
| – | -$566K | -24,187 | Closed |
|
BSJM Hedge Fund Activity: Q4 2015 in Review
11 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2015, worth a combined $15M — up 100% from $7.52M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BSJM positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $3.59M. The largest seller was Linscomb Wealth, exiting entirely with an estimated $566K sold.
- 11 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2015, up from 9 in Q3 2015.
- Funds reported $15M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2015, up 100% quarter-over-quarter.
- 3 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $3.59M added.
- The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2015 was Linscomb Wealth, an estimated $566K sold.
Based on aggregated 13F filings for Q4 2015.