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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

62 hedge funds and large institutions have $83.3M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $70.1M → $83.3M (+$13.2M)

2% more funds holding

Funds holding: 6162 (+1)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$629K +$77.7K +3,180 +13%
MCP
27
Mirador Capital Partners
California
$582K -$1.17M -48,058 -65%
CIC
28
Carnegie Investment Counsel
Ohio
$562K +$619K +25,315 New
IWP
29
Insight Wealth Partners
Texas
$558K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$556K +$113K +4,636 +23%
UBS Group
31
UBS Group
Switzerland
$554K +$148K +6,055 +32%
EWM
32
Empirical Wealth Management
Washington
$521K +$14.7K +603 +3%
SPC
33
Sigma Planning Corp
Michigan
$466K +$15.9K +649 +3%
SWM
34
Segment Wealth Management
Texas
$451K -$446K -18,265 -47%
IWC
35
Integrated Wealth Concepts
Massachusetts
$386K +$25.3K +1,035 +6%
RJA
36
Raymond James & Associates
Florida
$380K -$50.6K -2,071 -11%
NA
37
NewEdge Advisors
Louisiana
$377K +$414K +16,954 New
WWM
38
Western Wealth Management
Colorado
$376K
LWA
39
Lineweaver Wealth Advisors
Ohio
$297K +$2.83K +116 +0.9%
GI
40
Gradient Investments
Minnesota
$258K +$28.4K +1,164 +11%
SI
41
Stephens Inc
Arkansas
$233K +$831 +34 +0.3%
CWM
42
Cornerstone Wealth Management
Missouri
$224K -$7.92K -324 -3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$206K
AIM
44
Anchor Investment Management
South Carolina
$189K +$4.2K +172 +2%
IF
45
Ironwood Financial
Arizona
$147K -$6.36K -260 -4%
GWM
46
Geneos Wealth Management
Colorado
$87K +$29.3K +1,200 +43%
IA
47
IFP Advisors
Florida
$86K -$7.19K -294 -7%
AIC
48
Ameritas Investment Company
Nebraska
$81K +$660 +27 +0.7%
1IA
49
1834 Investment Advisors
Wisconsin
$71K -$141K -5,775 -64%
WQ
50
Wealth Quarterback
New Jersey
$69.1K -$1.16M -47,531 -94%

BSJO Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2020, worth a combined $83.3M — up 19% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJO positions and 7 closed out — a net gain of 3 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.4M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.44M sold.

  • 62 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2020, up from 61 in Q4 2019.
  • Funds reported $83.3M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $10.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2020.