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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Delisted

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

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58 hedge funds and large institutions have $75.7M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $75M → $75.7M (+$773K)

5% less funds holding

Funds holding: 61 → 58 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$6.81M
2
UBS Group
UBS Group
Switzerland
+$3.4M
3
SEEDPG
S.E.E.D. Planning Group
New York
+$2.7M
4
Wells Fargo
Wells Fargo
California
+$1.22M
5
Stifel Financial
Stifel Financial
Missouri
+$981K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$7.19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.6M
3
FTUS
Flow Traders U.S.
New York
-$2.96M
4
Jane Street
Jane Street
New York
-$2.25M
5
Citadel Advisors
Citadel Advisors
Florida
-$915K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$753K -$2.15K -89 -0.3%
UCFA
27
United Capital Financial Advisors
Texas
$733K -$7.19M -297,735 -91%
PAG
28
Private Advisory Group
Washington
$726K -$28.5K -1,180 -4%
CIC
29
Carnegie Investment Counsel
Ohio
$706K +$41K +1,699 +6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$650K +$55.9K +2,315 +9%
WI
31
WrapManager Inc
California
$630K +$3.04K +126 +0.5%
IWP
32
Insight Wealth Partners
Texas
$590K -$6.13K -254 -1%
Osaic Holdings
33
Osaic Holdings
Arizona
$551K -$837K -34,647 -60%
EWM
34
Empirical Wealth Management
Washington
$506K -$3.38K -140 -0.7%
SWM
35
Segment Wealth Management
Texas
$484K -$35.6K -1,475 -7%
NA
36
NewEdge Advisors
Louisiana
$466K +$15K +620 +3%
WWM
37
Western Wealth Management
Colorado
$409K – – –
RJA
38
Raymond James & Associates
Florida
$341K +$13.3K +551 +4%
IF
39
Ironwood Financial
Arizona
$333K +$164K +6,785 +97%
GI
40
Gradient Investments
Minnesota
$327K +$44K +1,820 +16%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$314K – – –
NB
42
Northwest Bancshares
Pennsylvania
$295K +$78.3K +3,242 +36%
CWM
43
Cornerstone Wealth Management
Missouri
$281K -$13.3K -550 -5%
AP
44
Atwood & Palmer
Missouri
$265K +$104K +4,325 +65%
SI
45
Stephens Inc
Arkansas
$229K +$8.12K +336 +4%
LWA
46
Lineweaver Wealth Advisors
Ohio
$222K -$86.9K -3,597 -28%
WI
47
Wintrust Investments
Illinois
$205K -$36.2K -1,500 -15%
AIM
48
Anchor Investment Management
South Carolina
$196K – – –
ASN
49
Advisory Services Network
Georgia
$162K +$163K +6,734 New
GWM
50
Geneos Wealth Management
Colorado
$99K +$4.83K +200 +5%
1
2
3

BSJO Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2020, worth a combined $75.7M — up 1% from $75M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSJO and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 30 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $6.81M. The largest seller was United Capital Financial Advisors, cutting an estimated $7.19M.

  • 58 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2020, down from 61 in Q2 2020.
  • Funds reported $75.7M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2020, up 1% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2020 and 8 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2020 was Integrated Wealth Concepts, an estimated $6.81M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2020 was United Capital Financial Advisors, an estimated $7.19M sold.

Based on aggregated 13F filings for Q3 2020.