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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

146 hedge funds and large institutions have $423M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 143146 (+3)

2% more capital invested

Capital invested by funds: $413M → $423M (+$10.3M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
57
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$4.95M +$2.93M +130,964 +147%
WRPWM
27
Werba Rubin Papier Wealth Management
California
$4.63M +$120K +5,375 +3%
Jane Street
28
Jane Street
New York
$4.23M -$36.7M -1,640,985 -90%
IAS
29
IMA Advisory Services
Colorado
$4.11M -$8.35M -372,731 -67%
OIM
30
Oder Investment Management
California
$3.92M +$156K +6,972 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.83M +$396K +17,701 +12%
PFS
32
Prospera Financial Services
Texas
$3.5M -$94.2K -4,206 -3%
BAM
33
Banta Asset Management
California
$3.42M +$1.39M +62,225 +69%
AP
34
Atwood & Palmer
Missouri
$3.09M -$48.1K -2,150 -2%
Ameriprise
35
Ameriprise
Minnesota
$2.94M -$127K -5,680 -4%
GCP
36
Gill Capital Partners
Colorado
$2.94M -$337K -15,058 -10%
SPIA
37
Steward Partners Investment Advisory
New York
$2.82M -$3.45M -153,867 -55%
NB
38
Northwest Bancshares
Pennsylvania
$2.77M -$101K -4,517 -4%
WP
39
WealthSource Partners
California
$2.62M +$14.3K +638 +0.6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.59M +$1.05M +46,716 +68%
R
41
Rebalance
California
$2.41M +$62.3K +2,784 +3%
IA
42
IFP Advisors
Florida
$2.39M -$46.8K -2,090 -2%
P
43
Paradiem
Louisiana
$2.29M +$940 +42 +0%
EH
44
Equitable Holdings
New York
$2.25M +$461K +20,597 +26%
MTWM
45
Masso Torrence Wealth Management
New Jersey
$2.25M -$47.1K -2,105 -2%
SS
46
Sound Stewardship
Kansas
$2.22M +$57.4K +2,562 +3%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$2.1M +$2.09M +93,415 New
MML Investors Services
48
MML Investors Services
Massachusetts
$2.05M +$293K +13,100 +17%
FC
49
FCA Corp
Texas
$2.05M -$25.3K -1,132 -1%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.81M +$161K +7,211 +10%

BSJO Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2023, worth a combined $423M — up 2.5% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJO positions and 10 closed out — a net gain of 4 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was UBS Group, adding an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $423M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2023 was UBS Group, an estimated $23.8M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2023.