We are live on ! Find out more
BSJM

Invesco BulletShares 2022 High Yield Corporate Bond ETF

Delisted

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

111 hedge funds and large institutions have $252M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 15

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $225M → $252M (+$26.7M)

10% more funds holding

Funds holding: 101111 (+10)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
53
Reduced
15
Closed
7
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
Wells Fargo
2
Wells Fargo
California
$18.6M +$6.15M +251,565 +49%
Morgan Stanley
3
Morgan Stanley
New York
$17.2M +$2.12M +86,739 +14%
UCFA
4
United Capital Financial Advisors
Texas
$16.9M +$292K +11,925 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.6M -$99.1K -4,053 -0.7%
AMG
6
Advisors Management Group
Wisconsin
$11.8M +$3.46M +141,724 +42%
Bank of America
7
Bank of America
North Carolina
$11.7M -$33K -1,351 -0.3%
IF
8
Ironwood Financial
Arizona
$9.01M +$406K +16,625 +5%
UBS Group
9
UBS Group
Switzerland
$8.31M +$881K +36,037 +12%
RJA
10
Raymond James & Associates
Florida
$7.24M +$1.42M +57,990 +24%
CIC
11
Carnegie Investment Counsel
Ohio
$6.43M +$4.36M +178,508 +209%
LPL Financial
12
LPL Financial
California
$6.41M +$1.36M +55,447 +27%
SIC
13
SFE Investment Counsel
California
$6.08M +$167K +6,834 +3%
ACG
14
Allen Capital Group
Nebraska
$6M +$1.92M +78,613 +47%
GI
15
Gradient Investments
Minnesota
$5.63M -$318K -12,991 -5%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.28M +$381K +15,573 +8%
FC
17
FCA Corp
Texas
$4.07M +$49 +2 +0%
AG
18
Advisor Group
Arizona
$3.43M +$380K +15,545 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.39M +$931K +38,093 +38%
PWSG
20
Pacific Wealth Strategies Group
California
$3.17M +$152K +6,222 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.87M +$469K +19,181 +19%
IAS
22
IMA Advisory Services
Colorado
$2.86M +$51.9K +2,125 +2%
ASN
23
Advisory Services Network
Georgia
$2.85M
PAG
24
Private Advisory Group
Washington
$2.59M +$1.93M +79,074 +291%
BCM
25
Brookstone Capital Management
Illinois
$2.58M +$123K +5,043 +5%

BSJM Hedge Fund Activity: Q3 2019 in Review

111 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q3 2019, worth a combined $252M — up 12% from $225M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJM positions and 7 closed out — a net gain of 10 holders — while 53 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.15M. The largest seller was Jane Street, exiting entirely with an estimated $7.24M sold.

  • 111 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q3 2019, up from 101 in Q2 2019.
  • Funds reported $252M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q3 2019 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q3 2019 was Wells Fargo, an estimated $6.15M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $7.24M sold.

Based on aggregated 13F filings for Q3 2019.