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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

75 hedge funds and large institutions have $121M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $97.3M → $121M (+$24M)

9% more funds holding

Funds holding: 6975 (+6)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$13.5M +$112K +4,568 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M +$12M +487,752 New
Wells Fargo
3
Wells Fargo
California
$6.96M +$859K +34,927 +14%
IF
4
Ironwood Financial
Arizona
$6.21M +$608K +24,739 +11%
Jane Street
5
Jane Street
New York
$6.06M +$6.05M +245,997 New
UBS Group
6
UBS Group
Switzerland
$5.95M +$545K +22,141 +10%
AA
7
Advisory Alpha
Michigan
$4.61M +$828K +33,654 +21%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.5M +$34.6K +1,407 +0.8%
SIC
9
SFE Investment Counsel
California
$3.94M +$442K +17,990 +13%
FC
10
FCA Corp
Texas
$3.63M +$102K +4,139 +3%
Bank of America
11
Bank of America
North Carolina
$3.53M +$1.69M +68,756 +92%
ACG
12
Allen Capital Group
Nebraska
$3.17M +$3.16M +128,539 New
LPL Financial
13
LPL Financial
California
$3.01M +$574K +23,344 +24%
PWSG
14
Pacific Wealth Strategies Group
California
$2.7M +$127K +5,170 +5%
ASN
15
Advisory Services Network
Georgia
$2.69M +$2.69M +109,228 New
CP
16
Camelot Portfolios
Ohio
$2.23M +$120K +4,883 +6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.21M +$230K +9,346 +12%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.93M +$43.5K +1,768 +2%
BCM
19
Brookstone Capital Management
Illinois
$1.68M +$24.1K +980 +1%
Morgan Stanley
20
Morgan Stanley
New York
$1.67M +$354K +14,377 +27%
BCM
21
Bluefin Capital Management
New York
$1.66M +$1.03M +41,890 +165%
ACM
22
AlphaStar Capital Management
North Carolina
$1.62M -$242K -9,853 -13%
FA
23
FCG Advisors
New Jersey
$1.41M +$83.3K +3,386 +6%
AMG
24
Advisors Management Group
Wisconsin
$1.33M +$925K +37,602 +227%
MCP
25
Mirador Capital Partners
California
$1.33M +$63.3K +2,575 +5%

BSJM Hedge Fund Activity: Q3 2018 in Review

75 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2018, worth a combined $121M — up 25% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJM positions and 5 closed out — a net gain of 7 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $9.29M sold.

  • 75 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2018, up from 69 in Q2 2018.
  • Funds reported $121M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2018, up 25% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2018 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.