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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

143 hedge funds and large institutions have $331M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $306M → $331M (+$24.3M)

8% more funds holding

Funds holding: 133143 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
20
Increased
59
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
26
Collective Family Office
Pennsylvania
$3.63M +$322K +14,587 +10%
OIM
27
Oder Investment Management
California
$3.61M +$225K +10,191 +7%
PFS
28
Prospera Financial Services
Texas
$3.5M -$153K -6,935 -4%
GCP
29
Gill Capital Partners
Colorado
$3.21M -$6.74K -305 -0.2%
AP
30
Atwood & Palmer
Missouri
$3.17M -$551K -24,925 -15%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.94M +$1.12M +50,588 +61%
Ameriprise
32
Ameriprise
Minnesota
$2.89M +$1.65M +74,643 +133%
NB
33
Northwest Bancshares
Pennsylvania
$2.87M -$115K -5,213 -4%
IA
34
IFP Advisors
Florida
$2.72M +$256K +11,600 +12%
WOSD
35
WFA of San Diego
California
$2.65M -$1.61K -73 -0.1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.34M -$199 -9 -0%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.31M +$148K +6,685 +7%
WP
38
WealthSource Partners
California
$2.31M +$2.05M +92,831 +801%
R
39
Rebalance
California
$2.29M +$2.29M +103,645 New
HCWM
40
Harrison & Co Wealth Management
Virginia
$2.28M +$44.1K +1,996 +2%
MTWM
41
Masso Torrence Wealth Management
New Jersey
$2.24M +$58.8K +2,661 +3%
P
42
Paradiem
Louisiana
$2.21M -$203K -9,166 -8%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$2.15M +$2.15M +97,294 New
SS
44
Sound Stewardship
Kansas
$2.09M +$2.09M +94,628 New
FC
45
FCA Corp
Texas
$2.03M +$4.31K +195 +0.2%
BAM
46
Banta Asset Management
California
$1.98M -$2.76K -125 -0.1%
PAS
47
Park Avenue Securities
New York
$1.98M +$416K +18,824 +27%
CIC
48
Carnegie Investment Counsel
Ohio
$1.97M -$818K -37,005 -29%
Stifel Financial
49
Stifel Financial
Missouri
$1.85M -$31.4K -1,421 -2%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.82M +$53.3K +2,413 +3%

BSJO Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2022, worth a combined $331M — up 7.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 8 closed out — a net gain of 12 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $331M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2022.