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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

74 hedge funds and large institutions have $116M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

53% more capital invested

Capital invested by funds: $75.7M → $116M (+$40.3M)

28% more funds holding

Funds holding: 5874 (+16)

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
29
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.31M +$297K +12,077 +30%
KIG
27
Kessler Investment Group
Indiana
$1.28M -$79.3K -3,226 -6%
KAS
28
Kestra Advisory Services
Texas
$1.11M -$326K -13,274 -23%
CIC
29
Carnegie Investment Counsel
Ohio
$976K +$243K +9,902 +34%
SPC
30
Sigma Planning Corp
Michigan
$951K +$56.6K +2,303 +6%
PAG
31
Private Advisory Group
Washington
$893K +$141K +5,728 +19%
MCP
32
Mirador Capital Partners
California
$891K -$10K -409 -1%
RS
33
Retirement Solution
Washington
$824K +$812K +33,056 New
MML Investors Services
34
MML Investors Services
Massachusetts
$799K +$20.2K +824 +3%
UCFA
35
United Capital Financial Advisors
Texas
$780K +$22.6K +918 +3%
OIM
36
Oder Investment Management
California
$746K +$738K +30,046 New
IWP
37
Insight Wealth Partners
Texas
$722K +$111K +4,512 +18%
WI
38
WrapManager Inc
California
$703K +$51.6K +2,099 +8%
Invesco
39
Invesco
Georgia
$619K +$610K +24,844 New
Osaic Holdings
40
Osaic Holdings
Arizona
$610K +$39.3K +1,598 +7%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$593K -$77.7K -3,162 -12%
Legacy Financial Group (Iowa)
42
Legacy Financial Group (Iowa)
Iowa
$542K +$535K +21,768 New
EWM
43
Empirical Wealth Management
Washington
$536K +$13.2K +537 +3%
SWM
44
Segment Wealth Management
Texas
$489K -$10.4K -425 -2%
IF
45
Ironwood Financial
Arizona
$485K +$139K +5,654 +41%
NA
46
NewEdge Advisors
Louisiana
$460K -$22.1K -899 -5%
BFA
47
Beaumont Financial Advisors
Massachusetts
$450K -$839K -34,164 -65%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$439K
WWM
49
Western Wealth Management
Colorado
$423K
RJA
50
Raymond James & Associates
Florida
$328K -$23.6K -962 -7%

BSJO Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2020, worth a combined $116M — up 53% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSJO positions and 4 closed out — a net gain of 17 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 74 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $116M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2020, up 53% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $8.02M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2020.