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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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129 hedge funds and large institutions have $278M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more funds holding

Funds holding: 119 → 129 (+10)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

6% less capital invested

Capital invested by funds: $294M → $278M (-$16.2M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
20
Increased
43
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.18M
2
IAS
IMA Advisory Services
Colorado
+$8.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.82M
5
MFG
Merit Financial Group
Georgia
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$14.4M
2
UBS Group
UBS Group
Switzerland
-$10.9M
3
ACM
Absolute Capital Management
Pennsylvania
-$5.21M
4
Wells Fargo
Wells Fargo
California
-$3.74M
5
FTUS
Flow Traders U.S.
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
26
Straight Path Wealth Management
Michigan
$3.07M +$329K +14,412 +11%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.06M +$53.4K +2,340 +2%
NB
28
Northwest Bancshares
Pennsylvania
$3M -$106K -4,633 -3%
CIC
29
Carnegie Investment Counsel
Ohio
$2.86M -$554K -24,255 -16%
WOSD
30
WFA of San Diego
California
$2.75M -$44K -1,927 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.61M -$159K -6,961 -5%
HCWM
32
Harrison & Co Wealth Management
Virginia
$2.45M +$148K +6,472 +6%
P
33
Paradiem
Louisiana
$2.38M -$9.71K -425 -0.4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.29M +$592K +25,906 +33%
Jane Street
35
Jane Street
New York
$2.24M -$1.47M -64,200 -38%
GIA
36
Gladstone Institutional Advisory
Florida
$2.16M -$483K -21,138 -18%
MTWM
37
Masso Torrence Wealth Management
New Jersey
$2.01M +$2.11M +92,190 New
BAM
38
Banta Asset Management
California
$2M +$81.1K +3,550 +4%
Stifel Financial
39
Stifel Financial
Missouri
$1.97M +$114K +4,981 +6%
FC
40
FCA Corp
Texas
$1.95M +$48.5K +2,124 +2%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$1.79M -$115K -5,033 -6%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.78M -$68.7K -3,009 -4%
KIG
43
Kessler Investment Group
Indiana
$1.6M -$222K -9,739 -12%
NA
44
NewEdge Advisors
Louisiana
$1.44M +$821K +35,938 +119%
CFO
45
Collective Family Office
Pennsylvania
$1.42M -$129K -5,637 -8%
SF
46
Synovus Financial
Georgia
$1.37M +$58.6K +2,564 +4%
PAG
47
Private Advisor Group
New Jersey
$1.28M -$34.9K -1,526 -3%
AWM
48
AE Wealth Management
Kansas
$1.2M +$480K +21,007 +62%
IF
49
IRON Financial
Illinois
$1.14M +$12.3K +540 +1%
RS
50
Retirement Solution
Washington
$1.13M -$90.5K -3,961 -7%
1
2
3 4 5

BSJO Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2022, worth a combined $278M — down 5.5% from $294M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 10 closed out — a net gain of 10 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Gradient Investments, cutting an estimated $14.4M.

  • 129 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2022, up from 119 in Q1 2022.
  • Funds reported $278M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $9.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2022 was Gradient Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.