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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

BSJM was delisted on the 15th of December, 2022.

39 hedge funds and large institutions have $64.4M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

22% more funds holding

Funds holding: 3239 (+7)

17% more capital invested

Capital invested by funds: $55.1M → $64.4M (+$9.29M)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.2M +$1.17M +46,169 +9%
UCFA
2
United Capital Financial Advisors
Texas
$10.2M +$487K +19,211 +5%
Morgan Stanley
3
Morgan Stanley
New York
$4.93M +$420K +16,582 +9%
Bank of America
4
Bank of America
North Carolina
$4.02M +$493K +19,462 +14%
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$3.59M +$675K +26,663 +23%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.5M +$3.48M +137,219 New
FA
7
FDx Advisors
Illinois
$3.07M -$47.7K -1,884 -2%
FTUS
8
Flow Traders U.S.
New York
$2.9M +$2.9M +114,374 New
BCM
9
Brookstone Capital Management
Illinois
$2.14M -$122K -4,824 -5%
PWSG
10
Pacific Wealth Strategies Group
California
$1.79M -$4.13K -163 -0.2%
Citadel Advisors
11
Citadel Advisors
Florida
$1.36M -$28.9K -1,141 -2%
LPL Financial
12
LPL Financial
California
$1.32M +$503K +19,853 +61%
MCP
13
Mirador Capital Partners
California
$1.2M +$393K +15,515 +49%
SCM
14
Southport Capital Management
Tennessee
$987K +$985K +38,898 New
GI
15
Gradient Investments
Minnesota
$900K +$723K +28,540 +412%
TCCM
16
Timber Creek Capital Management
Massachusetts
$889K +$888K +35,065 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$845K +$149K +5,876 +21%
FA
18
FCG Advisors
New Jersey
$789K +$67.4K +2,661 +9%
EWM
19
Empirical Wealth Management
Washington
$773K +$8.08K +319 +1%
CP
20
Camelot Portfolios
Ohio
$633K -$85.8K -3,387 -12%
ICOA
21
Investment Centers of America
North Dakota
$586K +$105K +4,150 +22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$516K +$115K +4,560 +29%
UBS Group
23
UBS Group
Switzerland
$490K -$157K -6,207 -24%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$483K +$482K +19,015 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$322K +$7.83K +309 +2%

BSJM Hedge Fund Activity: Q2 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2017, worth a combined $64.4M — up 17% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJM positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.48M. The largest seller was Wolverine Trading, exiting entirely with an estimated $2.78M sold.

  • 39 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2017, up from 32 in Q1 2017.
  • Funds reported $64.4M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2017 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.48M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2017 was Wolverine Trading, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2017.