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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 $75M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 6261 (-1)

10% less capital invested

Capital invested by funds: $83.3M → $75M (-$8.37M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisory Group
Washington
$733K +$67K +2,905 +10%
CIC
27
Carnegie Investment Counsel
Ohio
$646K +$51.9K +2,249 +9%
WI
28
WrapManager Inc
California
$609K -$105K -4,545 -15%
IWP
29
Insight Wealth Partners
Texas
$580K -$9.55K -414 -2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$578K -$9.39K -407 -2%
UBS Group
31
UBS Group
Switzerland
$555K -$29.1K -1,259 -5%
SWM
32
Segment Wealth Management
Texas
$505K +$28.3K +1,225 +6%
EWM
33
Empirical Wealth Management
Washington
$495K -$54.5K -2,362 -10%
MCP
34
Mirador Capital Partners
California
$460K -$143K -6,204 -24%
IWC
35
Integrated Wealth Concepts
Massachusetts
$448K +$40K +1,735 +10%
NA
36
NewEdge Advisors
Louisiana
$439K +$40.8K +1,768 +10%
WWM
37
Western Wealth Management
Colorado
$398K
RJA
38
Raymond James & Associates
Florida
$318K -$81.5K -3,530 -21%
LWA
39
Lineweaver Wealth Advisors
Ohio
$300K -$13K -562 -4%
CWM
40
Cornerstone Wealth Management
Missouri
$286K +$48.9K +2,119 +21%
GI
41
Gradient Investments
Minnesota
$275K +$2.52K +109 +0.9%
WI
42
Wintrust Investments
Illinois
$234K +$231K +10,000 New
SI
43
Stephens Inc
Arkansas
$214K -$30.6K -1,326 -13%
NB
44
Northwest Bancshares
Pennsylvania
$210K +$207K +8,977 New
WAS
45
Wealth Advisory Solutions
Indiana
$208K +$205K +8,872 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$206K
AIM
47
Anchor Investment Management
South Carolina
$190K -$9.23K -400 -5%
PAG
48
Private Advisor Group
New Jersey
$188K +$185K +8,007 New
IF
49
Ironwood Financial
Arizona
$165K +$9.51K +412 +6%
AP
50
Atwood & Palmer
Missouri
$156K +$153K +6,650 New

BSJO Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2020, worth a combined $75M — down 10% from $83.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSJO and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $772K. The largest seller was Jane Street, cutting an estimated $7.64M.

  • 61 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $75M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2020, down 10% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2020 and 9 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $772K added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2020.