BSJN

Invesco BulletShares 2023 High Yield Corporate Bond ETF

Delisted

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

150 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
Holders
150
Holders Change
+15
Holders Change %
+11.11%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
32
Increased
52
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$54.2M +$4.31M +184,978 +9%
MCP
2
Mirador Capital Partners
California
$44.4M +$18.1M +775,847 +69%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M +$6.41M +275,049 +40%
UCFA
4
United Capital Financial Advisors
Texas
$19.6M +$5.31M +227,876 +37%
Wells Fargo
5
Wells Fargo
California
$18.1M -$5.39M -231,132 -23%
Bank of America
6
Bank of America
North Carolina
$15.3M +$5.29M +226,936 +53%
IAS
7
IMA Advisory Services
Colorado
$14.4M +$1.02M +43,730 +8%
Morgan Stanley
8
Morgan Stanley
New York
$13.7M -$7.17M -307,782 -34%
LPL Financial
9
LPL Financial
California
$12.5M +$337K +14,438 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$12.3M -$3.35M -143,555 -21%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11M +$798K +34,244 +8%
CA
12
Cetera Advisors
Colorado
$9.88M +$4.81M +206,462 +95%
GI
13
Gradient Investments
Minnesota
$9.21M +$127K +5,468 +1%
CFO
14
Collective Family Office
Pennsylvania
$9.08M +$362K +15,541 +4%
IF
15
Ironwood Financial
Arizona
$8.35M -$740K -31,732 -8%
Stifel Financial
16
Stifel Financial
Missouri
$7.12M -$672K -28,828 -9%
GCP
17
Gill Capital Partners
Colorado
$6.97M -$179K -7,695 -3%
IWC
18
Integrated Wealth Concepts
Massachusetts
$6.87M -$132K -5,665 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$6.72M -$40.8K -1,749 -0.6%
Ameriprise
20
Ameriprise
Minnesota
$6.24M +$5.41M +232,331 +656%
Mariner
21
Mariner
Kansas
$5.52M +$5.52M +236,852 New
SEEDPG
22
S.E.E.D. Planning Group
New York
$4.97M +$719K +30,862 +17%
AA
23
Advisory Alpha
Michigan
$4.79M +$80.7K +3,464 +2%
ADL
24
Asset Dedication LLC
California
$4.67M +$192K +8,240 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.53M -$53.6K -2,300 -1%