We are live on ! Find out more
BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

BSJN was delisted on the 15th of December, 2023.

149 hedge funds and large institutions have $456M invested in Invesco BulletShares 2023 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

11% more funds holding

Funds holding: 134149 (+15)

8% more capital invested

Capital invested by funds: $422M → $456M (+$34.3M)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
52
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
126
TD Waterhouse Canada
Ontario, Canada
$42K +$18.6K +800 +80%
SWA
127
Sutton Wealth Advisors
Florida
$40.3K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$34K -$3.37M -144,689 -99%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$34K -$11.4K -489 -25%
PTC
130
Private Trust Company
Ohio
$31K -$46.5K -2,000 -60%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$28K +$27.9K +1,200 New
AF
132
Advisornet Financial
Minnesota
$27.9K +$2.4K +103 +9%
MCC
133
Money Concepts Capital
Florida
$25.8K +$16.6K +714 +182%
PA
134
Parallel Advisors
California
$23.3K +$23.3K +1,000 New
MSCM
135
McElhenny Sheffield Capital Management
Texas
$22.3K +$22.2K +955 New
NFSG
136
Newbridge Financial Services Group
Florida
$22.1K +$22.1K +950 New
RFG
137
RFP Financial Group
Georgia
$18.9K +$18.8K +809 New
SWM
138
Spire Wealth Management
Virginia
$18K -$45.1K -1,940 -72%
IBOK
139
Independence Bank of Kentucky
Kentucky
$18K
SIS
140
Sound Income Strategies
Florida
$17.2K +$17.2K +738 New
KIG
141
Kessler Investment Group
Indiana
$17K
TSWM
142
Tyler-Stone Wealth Management
Ohio
$17K +$17.4K +750 New
NA
143
NewEdge Advisors
Louisiana
$14.5K +$15.3K +658 +1%
AWM
144
Avior Wealth Management
Nebraska
$13.6K +$186 +8 +1%
IGWM
145
ICA Group Wealth Management
Colorado
$6.99K +$6.98K +300 New
PAG
146
Private Advisor Group
New Jersey
$4.32K +$618K +26,559 +17%
MWM
147
Mascoma Wealth Management
New Hampshire
$4.2K
CFGS
148
Concourse Financial Group Securities
Alabama
$2.56K +$2.56K +110 New
FGAM
149
Financial Gravity Asset Management
Texas
$917 -$2.14K -92 -80%
TCCM
150
Timber Creek Capital Management
Massachusetts
-$4.7M -206,145 Closed