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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

91 hedge funds and large institutions have $141M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

21% more funds holding

Funds holding: 7591 (+16)

17% more capital invested

Capital invested by funds: $121M → $141M (+$20.1M)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$13M +$276K +11,486 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.9M +$614K +25,508 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.59M +$8.51M +353,658 +2,167%
Wells Fargo
4
Wells Fargo
California
$7.84M +$1.33M +55,493 +20%
IF
5
Ironwood Financial
Arizona
$6.11M +$277K +11,515 +5%
UBS Group
6
UBS Group
Switzerland
$6M +$416K +17,313 +7%
GI
7
Gradient Investments
Minnesota
$5.96M +$5.54M +230,165 +860%
ACG
8
Allen Capital Group
Nebraska
$5.59M +$2.48M +102,917 +80%
Morgan Stanley
9
Morgan Stanley
New York
$4.75M +$3.29M +136,627 +201%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.29M +$60K +2,495 +1%
Bank of America
11
Bank of America
North Carolina
$3.77M +$467K +19,401 +14%
FC
12
FCA Corp
Texas
$3.47M +$51.8K +2,152 +1%
LPL Financial
13
LPL Financial
California
$3.26M +$448K +18,633 +15%
SIC
14
SFE Investment Counsel
California
$3.26M -$464K -19,287 -12%
WCM
15
Weatherstone Capital Management
Colorado
$3.17M +$3.09M +128,539 New
PWSG
16
Pacific Wealth Strategies Group
California
$2.78M +$247K +10,248 +9%
ASN
17
Advisory Services Network
Georgia
$2.54M
CP
18
Camelot Portfolios
Ohio
$2.07M -$34.9K -1,451 -2%
EFS
19
Econ Financial Services
Pennsylvania
$1.87M +$1.94M +80,762 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.85M -$246K -10,243 -11%
BCM
21
Brookstone Capital Management
Illinois
$1.8M +$225K +9,336 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.75M -$68K -2,827 -4%
AG
23
Advisor Group
Arizona
$1.73M +$1.19M +49,622 +198%
AMG
24
Advisors Management Group
Wisconsin
$1.7M +$459K +19,070 +35%
ACM
25
AlphaStar Capital Management
North Carolina
$1.67M +$152K +6,312 +10%

BSJM Hedge Fund Activity: Q4 2018 in Review

91 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q4 2018, worth a combined $141M — up 17% from $121M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJM positions and 8 closed out — a net gain of 16 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.51M. The largest seller was Advisory Alpha, exiting entirely with an estimated $4.61M sold.

  • 91 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $141M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q4 2018, up 17% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q4 2018 and 8 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $8.51M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q4 2018 was Advisory Alpha, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2018.