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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

119 hedge funds and large institutions have $294M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $275M → $294M (+$18.3M)

5% more funds holding

Funds holding: 113119 (+6)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
50
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
26
Straight Path Wealth Management
Michigan
$3.01M +$479K +19,772 +19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.97M +$903K +37,292 +43%
GIA
28
Gladstone Institutional Advisory
Florida
$2.86M +$2.62M +108,230 +908%
MCP
29
Mirador Capital Partners
California
$2.74M +$18.1K +749 +0.7%
P
30
Paradiem
Louisiana
$2.57M -$5.04K -208 -0.2%
HCWM
31
Harrison & Co Wealth Management
Virginia
$2.53M +$167K +6,889 +7%
Mariner
32
Mariner
Kansas
$2.28M -$144K -5,960 -6%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.13M +$2.15M +88,634 +8,881%
BAM
34
Banta Asset Management
California
$2.11M -$211K -8,700 -9%
FC
35
FCA Corp
Texas
$2.08M +$2.11M +87,300 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.07M -$37.7K -1,556 -2%
Stifel Financial
37
Stifel Financial
Missouri
$2.03M -$12.8M -529,909 -86%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.02M +$148K +6,102 +8%
KIG
39
Kessler Investment Group
Indiana
$1.98M -$117K -4,815 -5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.89M -$145K -6,005 -7%
CFO
41
Collective Family Office
Pennsylvania
$1.69M +$15.5K +640 +0.9%
Citadel Advisors
42
Citadel Advisors
Florida
$1.6M +$1.63M +67,230 New
Osaic Holdings
43
Osaic Holdings
Arizona
$1.55M +$133K +5,505 +4%
RJA
44
Raymond James & Associates
Florida
$1.51M +$1.17M +48,474 +325%
SF
45
Synovus Financial
Georgia
$1.44M +$1.46M +60,481 New
PAG
46
Private Advisor Group
New Jersey
$1.44M +$513K +21,178 +54%
RS
47
Retirement Solution
Washington
$1.33M +$145K +5,970 +12%
B
48
Bellecapital
Switzerland
$1.23M +$47.5K +1,962 +4%
IF
49
IRON Financial
Illinois
$1.23M +$789K +32,582 +169%
Ameriprise
50
Ameriprise
Minnesota
$1.19M +$20.8K +861 +2%

BSJO Hedge Fund Activity: Q1 2022 in Review

119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2022, worth a combined $294M — up 6.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Gradient Investments, adding an estimated $27.3M. The largest seller was Stifel Financial, cutting an estimated $12.8M.

  • 119 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $294M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2022 was Gradient Investments, an estimated $27.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2022 was Stifel Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.