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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

BSJO was delisted on the 13th of December, 2024.

61 hedge funds and large institutions have $70.1M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $53M → $70.1M (+$17.2M)

27% more funds holding

Funds holding: 4861 (+13)

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$518K +$512K +20,332 New
BFA
27
Beaumont Financial Advisors
Massachusetts
$506K +$499K +19,828 New
RJA
28
Raymond James & Associates
Florida
$489K +$146K +5,813 +44%
UBS Group
29
UBS Group
Switzerland
$482K -$155K -6,152 -25%
WWM
30
Western Wealth Management
Colorado
$432K +$427K +16,963 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$417K -$11.7K -466 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$377K +$40.6K +1,611 +12%
DP
33
Dearborn Partners
Illinois
$368K +$103K +4,079 +39%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$353K -$7.88K -313 -2%
LWA
35
Lineweaver Wealth Advisors
Ohio
$338K +$334K +13,278 New
FA
36
FCG Advisors
New Jersey
$292K +$289K +11,465 New
SI
37
Stephens Inc
Arkansas
$266K +$881 +35 +0.3%
GI
38
Gradient Investments
Minnesota
$266K +$70.6K +2,804 +37%
CWM
39
Cornerstone Wealth Management
Missouri
$266K +$262K +10,427 New
PFS
40
Prospera Financial Services
Texas
$235K +$232K +9,200 New
1IA
41
1834 Investment Advisors
Wisconsin
$228K +$187K +7,410 +478%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$226K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$223K +$5.64K +224 +3%
CPIG
44
Chicago Partners Investment Group
Illinois
$217K +$655 +26 +0.3%
AIM
45
Anchor Investment Management
South Carolina
$213K
IF
46
Ironwood Financial
Arizona
$174K -$7.3K -290 -4%
IA
47
IFP Advisors
Florida
$108K +$529 +21 +0.5%
SFS
48
Sowell Financial Services
Arkansas
$93K +$91.4K +3,632 New
AIC
49
Ameritas Investment Company
Nebraska
$92K +$91.1K +3,620 New
GWM
50
Geneos Wealth Management
Colorado
$70K +$35.2K +1,400 +103%

BSJO Hedge Fund Activity: Q4 2019 in Review

61 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2019, worth a combined $70.1M — up 32% from $53M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 4 closed out — a net gain of 13 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $2.07M. The largest seller was Jane Street, exiting entirely with an estimated $822K sold.

  • 61 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $70.1M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2019, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2019 was Brookstone Capital Management, an estimated $2.07M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2019.