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.

145 hedge funds and large institutions have $490M invested in Invesco BulletShares 2022 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

97% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 33

17% more capital invested

Capital invested by funds: $420M → $490M (+$70.1M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 133145 (+12)

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
2.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
25
Increased
65
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$40.8M -$4.49M -193,065 -10%
AMG
2
Advisors Management Group
Wisconsin
$34.5M +$22.3M +956,019 +183%
UBS Group
3
UBS Group
Switzerland
$30.8M +$981K +42,124 +3%
GI
4
Gradient Investments
Minnesota
$28.2M +$3.51M +150,732 +14%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$19.1M
Morgan Stanley
6
Morgan Stanley
New York
$17.3M +$2.54M +108,901 +17%
IWC
7
Integrated Wealth Concepts
Massachusetts
$14M +$1.84M +79,109 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13M -$35.7K -1,534 -0.3%
MCP
9
Mirador Capital Partners
California
$12.2M +$4.11M +176,391 +51%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.2M +$2.43M +104,398 +28%
LPL Financial
11
LPL Financial
California
$10.8M +$1.35M +57,956 +14%
IAS
12
IMA Advisory Services
Colorado
$10.8M +$1.52M +65,153 +16%
AP
13
Atwood & Palmer
Missouri
$10.6M +$1.59M +68,363 +18%
CCC
14
Crescent Capital Consulting
Louisiana
$10.3M +$10.1M +433,935 +5,951%
UCFA
15
United Capital Financial Advisors
Texas
$9.62M -$150K -6,463 -2%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$9.04M +$1.95M +83,674 +28%
IF
17
Ironwood Financial
Arizona
$8.55M +$1.5M +64,533 +21%
Stifel Financial
18
Stifel Financial
Missouri
$8.45M +$689K +29,603 +9%
CIC
19
Carnegie Investment Counsel
Ohio
$8.03M +$512K +22,009 +7%
Bank of America
20
Bank of America
North Carolina
$7.45M +$1.51M +64,694 +25%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.45M +$341K +14,629 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.02M -$317K -13,603 -4%
AA
23
Advisory Alpha
Michigan
$6.94M +$6.92M +297,109 New
SIC
24
SFE Investment Counsel
California
$6.84M +$198K +8,503 +3%
AWS
25
AJ Wealth Strategies
New York
$5.9M +$5.88M +252,735 New

BSJM Hedge Fund Activity: Q1 2021 in Review

145 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) for Q1 2021, worth a combined $490M — up 17% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJM positions and 11 closed out — a net gain of 14 holders — while 65 added to existing stakes and 33 trimmed.

The largest buyer was Advisors Management Group, adding an estimated $22.3M. The largest seller was BlueCrest Capital Management, cutting an estimated $7.85M.

  • 145 institutional investors held Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) as of Q1 2021, up from 133 in Q4 2020.
  • Funds reported $490M of Invesco BulletShares 2022 High Yield Corporate Bond ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2022 High Yield Corporate Bond ETF positions in Q1 2021 and 11 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF buyer in Q1 2021 was Advisors Management Group, an estimated $22.3M added.
  • The largest Invesco BulletShares 2022 High Yield Corporate Bond ETF seller in Q1 2021 was BlueCrest Capital Management, an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2021.