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BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

94 hedge funds and large institutions have $204M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

44% more capital invested

Capital invested by funds: $141M → $204M (+$62.5M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9194 (+3)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
55
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$19.3M +799,491 +3,912%
UCFA
2
United Capital Financial Advisors
Texas
$14.7M +$999K +41,296 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M +$952K +39,325 +8%
Wells Fargo
4
Wells Fargo
California
$11M +$2.66M +110,059 +33%
Bank of America
5
Bank of America
North Carolina
$9.81M +$5.77M +238,259 +147%
Morgan Stanley
6
Morgan Stanley
New York
$9.77M +$4.71M +194,814 +95%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.26M +$201K +8,323 +2%
AMG
8
Advisors Management Group
Wisconsin
$7.63M +$5.77M +238,377 +326%
IF
9
Ironwood Financial
Arizona
$7.19M +$740K +30,588 +12%
UBS Group
10
UBS Group
Switzerland
$7.15M +$813K +33,601 +13%
ACG
11
Allen Capital Group
Nebraska
$6.2M +$530K +21,895 +9%
SIC
12
SFE Investment Counsel
California
$5.49M +$2.03M +84,006 +60%
GI
13
Gradient Investments
Minnesota
$5.35M -$930K -38,433 -15%
RJA
14
Raymond James & Associates
Florida
$5.07M +$4.21M +174,150 +527%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.79M +$258K +10,669 +6%
LPL Financial
16
LPL Financial
California
$4.41M +$955K +39,454 +28%
FC
17
FCA Corp
Texas
$4M +$335K +13,861 +9%
PWSG
18
Pacific Wealth Strategies Group
California
$3M +$64.5K +2,664 +2%
ASN
19
Advisory Services Network
Georgia
$2.75M +$73.8K +3,050 +3%
AG
20
Advisor Group
Arizona
$2.52M +$685K +28,324 +38%
Jane Street
21
Jane Street
New York
$2.5M +$970K +40,084 +65%
IAS
22
IMA Advisory Services
Colorado
$2.34M +$2.28M +94,117 +6,559%
BCM
23
Brookstone Capital Management
Illinois
$2.2M +$303K +12,524 +16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.18M +$232K +9,579 +12%
DP
25
Denver PWM
Colorado
$2.16M +$1.61M +66,597 +312%

BSJM Hedge Fund Activity: Q1 2019 in Review

94 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2019, worth a combined $204M — up 44% from $141M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJM positions and 12 closed out — a net gain of 4 holders — while 55 added to existing stakes and 10 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19.3M. The largest seller was Weatherstone Capital Management, exiting entirely with an estimated $3.17M sold.

  • 94 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2019, up from 91 in Q4 2018.
  • Funds reported $204M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2019, up 44% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2019 and 12 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $19.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2019 was Weatherstone Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2019.