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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

60 hedge funds and large institutions have $96.6M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

26% more capital invested

Capital invested by funds: $77M → $96.6M (+$19.7M)

22% more funds holding

Funds holding: 4960 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bluefin Capital Management
New York
$13.1M +$13.2M +524,429 New
UCFA
2
United Capital Financial Advisors
Texas
$11.8M +$1.35M +53,464 +13%
Wells Fargo
3
Wells Fargo
California
$8.62M +$1.01M +40,136 +13%
AA
4
Advisory Alpha
Michigan
$4.46M +$4.5M +178,768 New
IF
5
Ironwood Financial
Arizona
$4.44M +$1.61M +63,867 +56%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.07M +$300K +11,914 +8%
LFPWM
7
Leicht Financial Planning & Wealth Management
New Jersey
$3.83M -$67K -2,660 -2%
Bank of America
8
Bank of America
North Carolina
$3.58M +$542K +21,533 +18%
KFA
9
Kabarec Financial Advisors
Illinois
$3.38M +$3.42M +135,698 New
Jane Street
10
Jane Street
New York
$2.37M -$43.8K -1,741 -2%
PWSG
11
Pacific Wealth Strategies Group
California
$2.29M +$314K +12,484 +16%
BCM
12
Brookstone Capital Management
Illinois
$2.04M -$3.7K -147 -0.2%
LPL Financial
13
LPL Financial
California
$2M +$497K +19,730 +32%
SCM
14
Southport Capital Management
Tennessee
$1.87M +$652K +25,881 +53%
SI
15
SII Investments
Wisconsin
$1.78M +$1.8M +71,395 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.75M +$576K +22,864 +48%
TCCM
17
Timber Creek Capital Management
Massachusetts
$1.48M +$537K +21,321 +56%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.43M +$805K +31,991 +126%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.43M -$7.77M -308,840 -84%
SIC
20
SFE Investment Counsel
California
$1.27M +$756K +30,029 +145%
OMC
21
Old Mission Capital
Illinois
$1.25M +$1.26M +50,223 New
MCP
22
Mirador Capital Partners
California
$1.24M +$63K +2,503 +5%
PSF
23
Pacific Sun Financial
California
$1.24M +$1.25M +49,833 New
Morgan Stanley
24
Morgan Stanley
New York
$1.17M -$4.2M -166,882 -78%
FA
25
FCG Advisors
New Jersey
$1.13M +$179K +7,120 +19%

BSJM Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2017, worth a combined $96.6M — up 26% from $77M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJM positions and 4 closed out — a net gain of 11 holders — while 30 added to existing stakes and 11 trimmed.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $13.2M. The largest seller was Susquehanna International Group, cutting an estimated $7.77M.

  • 60 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $96.6M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2017, up 26% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2017 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2017 was Bluefin Capital Management, an estimated $13.2M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2017 was Susquehanna International Group, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2017.