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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

49 hedge funds and large institutions have $77M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

26% more funds holding

Funds holding: 3949 (+10)

19% more capital invested

Capital invested by funds: $64.4M → $77M (+$12.5M)

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$10.7M +$407K +16,070 +4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.3M +$9.27M +366,070 New
Wells Fargo
3
Wells Fargo
California
$7.77M -$6.39M -252,389 -45%
Morgan Stanley
4
Morgan Stanley
New York
$5.43M +$504K +19,914 +10%
FTUS
5
Flow Traders U.S.
New York
$4.42M +$1.52M +59,846 +52%
LFPWM
6
Leicht Financial Planning & Wealth Management
New Jersey
$3.93M +$312K +12,324 +9%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.86M +$356K +14,076 +10%
Bank of America
8
Bank of America
North Carolina
$3.11M -$914K -36,108 -23%
IF
9
Ironwood Financial
Arizona
$2.9M +$2.89M +114,247 New
Jane Street
10
Jane Street
New York
$2.46M +$2.46M +97,024 New
BCM
11
Brookstone Capital Management
Illinois
$2.08M -$58.3K -2,303 -3%
PWSG
12
Pacific Wealth Strategies Group
California
$2.02M +$231K +9,135 +13%
LPL Financial
13
LPL Financial
California
$1.54M +$216K +8,531 +16%
SCM
14
Southport Capital Management
Tennessee
$1.25M +$262K +10,364 +27%
MCP
15
Mirador Capital Partners
California
$1.2M -$3.32K -131 -0.3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.2M +$921K +36,376 +334%
FA
17
FDx Advisors
Illinois
$1.05M -$2.01M -79,579 -66%
FA
18
FCG Advisors
New Jersey
$969K +$179K +7,053 +23%
TCCM
19
Timber Creek Capital Management
Massachusetts
$965K +$74.2K +2,930 +8%
EWM
20
Empirical Wealth Management
Washington
$907K +$132K +5,221 +17%
GI
21
Gradient Investments
Minnesota
$901K
DP
22
Denver PWM
Colorado
$889K +$897K +35,416 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$870K +$23.7K +936 +3%
CP
24
Camelot Portfolios
Ohio
$726K +$92.4K +3,648 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$644K +$128K +5,049 +25%

BSJM Hedge Fund Activity: Q3 2017 in Review

49 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 Q3 2017, worth a combined $77M — up 19% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSJM positions and 3 closed out — a net gain of 10 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $9.27M. The largest seller was Wells Fargo, cutting an estimated $6.39M.

  • 49 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2017, up from 39 in Q2 2017.
  • Funds reported $77M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2017 and 3 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $9.27M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2017 was Wells Fargo, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2017.