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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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157 hedge funds and large institutions have $483M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 164 → 157 (-7)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

16% less capital invested

Capital invested by funds: $574M → $483M (-$91M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
57
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18M
2
MAM
Milestone Asset Management
Pennsylvania
+$10.4M
3
DP
Denver PWM
Colorado
+$4.71M
4
MCP
Mirador Capital Partners
California
+$4.05M
5
CA
Cetera Advisors
Colorado
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$33.5M
2
Goldman Sachs
Goldman Sachs
New York
-$26.5M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$10.7M
5
Bank of America
Bank of America
North Carolina
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.55M +$52.8K +2,323 +1%
WRPWM
27
Werba Rubin Papier Wealth Management
California
$4.43M -$20.8K -916 -0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$4.24M -$2.8M -123,467 -40%
OIM
29
Oder Investment Management
California
$4.16M -$40.7K -1,792 -1%
Bank of America
30
Bank of America
North Carolina
$4.11M -$5.79M -254,945 -58%
UBS Group
31
UBS Group
Switzerland
$3.83M -$33.5M -1,473,565 -90%
VAM
32
Verity Asset Management
North Carolina
$3.65M -$302K -13,281 -8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$3.34M +$707K +31,128 +27%
PFS
34
Prospera Financial Services
Texas
$3.33M -$23.7K -1,045 -0.7%
RJA
35
Raymond James & Associates
Florida
$3.22M +$366K +16,126 +13%
HWM
36
Horizons Wealth Management
North Carolina
$2.98M – – –
PCS
37
Private Client Services
Kentucky
$2.86M +$1.02M +45,096 +56%
CAL
38
Capital Analysts LLC
Pennsylvania
$2.74M +$126K +5,546 +5%
DIM
39
Delta Investment Management
California
$2.59M +$1.48M +65,039 +133%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.56M -$603K -26,570 -19%
NB
41
Northwest Bancshares
Pennsylvania
$2.5M -$47.1K -2,074 -2%
PAG
42
Private Advisor Group
New Jersey
$2.44M -$4.72M -207,889 -66%
RSA
43
River Street Advisors
Illinois
$2.42M +$57.8K +2,544 +2%
R
44
Rebalance
California
$2.32M -$56.3K -2,479 -2%
P
45
Paradiem
Louisiana
$2.32M +$3.52K +155 +0.2%
FC
46
FCA Corp
Texas
$2.18M +$40.5K +1,784 +2%
IA
47
IFP Advisors
Florida
$2.17M -$437K -19,263 -17%
SEEDPG
48
S.E.E.D. Planning Group
New York
$2.09M +$4.68K +206 +0.2%
IAS
49
IMA Advisory Services
Colorado
$2.08M -$606K -26,701 -23%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$2.02M +$10.7K +469 +0.5%
1
2
3 4 5

BSJO Hedge Fund Activity: Q1 2024 in Review

157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2024, worth a combined $483M — down 16% from $574M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BSJO and 13 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 57 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $18M. The largest seller was UBS Group, cutting an estimated $33.5M.

  • 157 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $483M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2024 and 16 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2024 was UBS Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2024.