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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

158 hedge funds and large institutions have $435M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 157158 (+1)

10% less capital invested

Capital invested by funds: $483M → $435M (-$47.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
52
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$3.97M +$2.55M +112,268 +180%
UBS Group
27
UBS Group
Switzerland
$3.75M -$82.4K -3,621 -2%
VAM
28
Verity Asset Management
North Carolina
$3.56M -$83.5K -3,669 -2%
RJA
29
Raymond James & Associates
Florida
$3.5M +$278K +12,236 +9%
PFS
30
Prospera Financial Services
Texas
$3.26M -$75.1K -3,301 -2%
KAS
31
Kestra Advisory Services
Texas
$3.11M +$2.05M +89,991 +192%
PCS
32
Private Client Services
Kentucky
$2.85M -$8.62K -379 -0.3%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.72M -$18.1K -796 -0.7%
EW
34
Evexia Wealth
Wisconsin
$2.7M +$1.39M +61,290 +105%
OIA
35
OneDigital Investment Advisors
Kansas
$2.65M +$1.21M +52,995 +83%
WRPWM
36
Werba Rubin Papier Wealth Management
California
$2.53M -$1.9M -83,315 -43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.44M -$118K -5,172 -5%
NB
38
Northwest Bancshares
Pennsylvania
$2.36M -$140K -6,173 -6%
Bank of America
39
Bank of America
North Carolina
$2.35M -$1.77M -77,598 -43%
P
40
Paradiem
Louisiana
$2.31M -$637 -28 -0%
HWM
41
Horizons Wealth Management
North Carolina
$2.27M -$714K -31,391 -24%
IA
42
IFP Advisors
Florida
$2.19M +$24.2K +1,064 +1%
R
43
Rebalance
California
$2.17M -$150K -6,603 -6%
FC
44
FCA Corp
Texas
$2.13M -$52.3K -2,300 -2%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.11M -$2.14M -93,893 -50%
Stifel Financial
46
Stifel Financial
Missouri
$2.02M +$57K +2,508 +3%
SEEDPG
47
S.E.E.D. Planning Group
New York
$1.93M -$152K -6,691 -7%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.92M +$136K +5,966 +8%
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$1.91M -$49.7K -2,185 -3%
MTWM
50
Masso Torrence Wealth Management
New Jersey
$1.91M -$108K -4,741 -5%

BSJO Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2024, worth a combined $435M — down 9.9% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 15 closed out — a net gain of 3 holders — while 52 added to existing stakes and 72 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $8.97M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $10.5M.

  • 158 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $435M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $8.97M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.