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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

69 hedge funds and large institutions have $97.3M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

38% more funds holding

Funds holding: 5069 (+19)

35% more capital invested

Capital invested by funds: $72M → $97.3M (+$25.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+19
Holders Change %
+38%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$13.3M +$1.28M +52,110 +11%
CWM
2
Cornerstone Wealth Management
Missouri
$9.29M +$5.6M +227,805 New
Wells Fargo
3
Wells Fargo
California
$6.05M +$338K +13,772 +6%
IF
4
Ironwood Financial
Arizona
$5.56M +$5.58M +227,092 New
UBS Group
5
UBS Group
Switzerland
$5.37M +$4.39M +178,865 +443%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.44M +$4.45M +181,220 New
KFA
7
Kabarec Financial Advisors
Illinois
$4.14M -$425K -17,313 -9%
AA
8
Advisory Alpha
Michigan
$3.86M +$244K +9,912 +7%
FC
9
FCA Corp
Texas
$3.5M +$49.4K +2,011 +1%
SIC
10
SFE Investment Counsel
California
$3.47M +$3.48M +141,744 New
PWSG
11
Pacific Wealth Strategies Group
California
$2.56M +$208K +8,470 +9%
LPL Financial
12
LPL Financial
California
$2.41M +$251K +10,221 +12%
CP
13
Camelot Portfolios
Ohio
$2.1M +$865K +35,217 +70%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.97M +$359K +14,608 +22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.87M +$53.5K +2,177 +3%
ACM
16
AlphaStar Capital Management
North Carolina
$1.85M -$524K -21,341 -22%
Bank of America
17
Bank of America
North Carolina
$1.82M -$1.64M -66,675 -47%
BCM
18
Brookstone Capital Management
Illinois
$1.64M +$1.65M +67,106 New
TCCM
19
Timber Creek Capital Management
Massachusetts
$1.39M +$136K +5,517 +11%
FA
20
FCG Advisors
New Jersey
$1.32M +$91K +3,702 +7%
Morgan Stanley
21
Morgan Stanley
New York
$1.31M +$200K +8,157 +18%
MCP
22
Mirador Capital Partners
California
$1.26M +$1.27M +51,549 New
OA
23
Oxbow Advisors
Texas
$924K +$927K +37,750 New
FAM
24
Flaharty Asset Management
Florida
$859K
MML Investors Services
25
MML Investors Services
Massachusetts
$849K +$85.4K +3,474 +11%

BSJM Hedge Fund Activity: Q2 2018 in Review

69 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q2 2018, worth a combined $97.3M — up 35% from $72M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSJM positions and 4 closed out — a net gain of 19 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $5.6M. The largest seller was Bluefin Capital Management, cutting an estimated $6.32M.

  • 69 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q2 2018, up from 50 in Q1 2018.
  • Funds reported $97.3M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q2 2018, up 35% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q2 2018 and 4 closed out, a net change of +19 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $5.6M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q2 2018 was Bluefin Capital Management, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2018.