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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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164 hedge funds and large institutions have $574M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $463M → $574M (+$111M)

6% more funds holding

Funds holding: 155 → 164 (+9)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
77
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$26.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
MCP
Mirador Capital Partners
California
+$19.8M
4
ADL
Asset Dedication LLC
California
+$8.22M
5
UBS Group
UBS Group
Switzerland
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.87M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1.62M
3
DP
Denver PWM
Colorado
-$1.61M
4
EH
Equitable Holdings
New York
-$1.6M
5
IF
Ironwood Financial
Arizona
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
SFE Investment Counsel
California
$5.35M -$856K -37,971 -14%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.34M -$72.5K -3,214 -1%
OPAM
28
Ocean Park Asset Management
California
$4.77M – – –
Jane Street
29
Jane Street
New York
$4.74M +$2.27M +100,762 +93%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$4.71M -$904K -40,103 -16%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.49M +$247K +10,950 +6%
WRPWM
32
Werba Rubin Papier Wealth Management
California
$4.44M +$89.8K +3,982 +2%
BAM
33
Banta Asset Management
California
$4.25M -$6.77K -300 -0.2%
OIM
34
Oder Investment Management
California
$4.2M +$51.6K +2,286 +1%
VAM
35
Verity Asset Management
North Carolina
$3.95M +$3.92M +173,794 New
PFS
36
Prospera Financial Services
Texas
$3.35M -$227K -10,066 -6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.17M +$449K +19,899 +17%
WP
38
WealthSource Partners
California
$3.15M +$442K +19,610 +16%
BBW
39
Blue Barn Wealth
Utah
$3.14M +$3.11M +138,024 New
HWM
40
Horizons Wealth Management
North Carolina
$2.98M +$153K +6,781 +5%
RJA
41
Raymond James & Associates
Florida
$2.85M +$1.86M +82,364 +190%
IAS
42
IMA Advisory Services
Colorado
$2.69M -$492K -21,831 -16%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.63M +$605K +26,803 +30%
CAL
44
Capital Analysts LLC
Pennsylvania
$2.61M +$369K +16,351 +17%
IA
45
IFP Advisors
Florida
$2.6M +$220K +9,761 +9%
NB
46
Northwest Bancshares
Pennsylvania
$2.55M -$140K -6,213 -5%
R
47
Rebalance
California
$2.38M -$69.4K -3,079 -3%
RSA
48
River Street Advisors
Illinois
$2.36M +$85.3K +3,781 +4%
P
49
Paradiem
Louisiana
$2.31M – – –
FC
50
FCA Corp
Texas
$2.14M +$17K +753 +0.8%
1
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BSJO Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2023, worth a combined $574M — up 24% from $463M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJO positions and 15 closed out — a net gain of 10 holders — while 77 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $26.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.87M.

  • 164 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $574M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2023 and 15 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $26.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2023.