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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

9% more capital invested

Capital invested by funds: $423M → $463M (+$39.5M)

6% more funds holding

Funds holding: 146155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$5.56M +$616K +27,360 +12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.36M -$731K -32,455 -12%
OPAM
28
Ocean Park Asset Management
California
$4.72M +$4.72M +209,800 New
WRPWM
29
Werba Rubin Papier Wealth Management
California
$4.31M -$322K -14,321 -7%
BAM
30
Banta Asset Management
California
$4.21M +$790K +35,085 +23%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.2M +$373K +16,563 +10%
OIM
32
Oder Investment Management
California
$4.11M +$182K +8,101 +5%
PFS
33
Prospera Financial Services
Texas
$3.55M +$42K +1,867 +1%
SEEDPG
34
S.E.E.D. Planning Group
New York
$3.26M -$1.91M -84,718 -37%
IAS
35
IMA Advisory Services
Colorado
$3.15M -$963K -42,763 -23%
HWM
36
Horizons Wealth Management
North Carolina
$2.8M +$1.25M +55,494 +80%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.69M +$92.1K +4,090 +4%
WP
38
WealthSource Partners
California
$2.68M +$63.6K +2,827 +2%
NB
39
Northwest Bancshares
Pennsylvania
$2.66M -$113K -5,023 -4%
Jane Street
40
Jane Street
New York
$2.43M -$1.81M -80,244 -43%
R
41
Rebalance
California
$2.42M +$11.1K +494 +0.5%
IA
42
IFP Advisors
Florida
$2.36M -$35.1K -1,557 -1%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.29M +$240K +10,651 +12%
P
44
Paradiem
Louisiana
$2.29M +$968 +43 +0%
EH
45
Equitable Holdings
New York
$2.28M +$32.2K +1,429 +1%
RSA
46
River Street Advisors
Illinois
$2.25M +$2.25M +99,961 New
CAL
47
Capital Analysts LLC
Pennsylvania
$2.21M +$441K +19,609 +25%
SS
48
Sound Stewardship
Kansas
$2.19M -$31.7K -1,410 -1%
FC
49
FCA Corp
Texas
$2.1M +$52.6K +2,338 +3%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$2.05M -$195K -8,678 -9%

BSJO Hedge Fund Activity: Q3 2023 in Review

155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2023, worth a combined $463M — up 9.3% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 8 closed out — a net gain of 10 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $24.3M. The largest seller was UBS Group, cutting an estimated $2.97M.

  • 155 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $463M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2023 was Mirador Capital Partners, an estimated $24.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2023 was UBS Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2023.