We are live on ! Find out more
BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

82 hedge funds and large institutions have $159M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

37% more capital invested

Capital invested by funds: $116M → $159M (+$42.8M)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

11% more funds holding

Funds holding: 7482 (+8)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
30
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Segment Wealth Management
Texas
$596K +$105K +4,205 +21%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$510K -$34.1K -1,367 -6%
CFO
53
Collective Family Office
Pennsylvania
$453K +$452K +18,141 New
KAS
54
Kestra Advisory Services
Texas
$442K -$667K -26,777 -60%
BFA
55
Beaumont Financial Advisors
Massachusetts
$442K -$9.64K -387 -2%
4FG
56
4Thought Financial Group
New York
$442K +$441K +17,689 New
BCPWM
57
Bradley & Co Private Wealth Management
Florida
$440K +$439K +17,608 New
NA
58
NewEdge Advisors
Louisiana
$439K -$21.5K -862 -5%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$394K
SPIA
60
Steward Partners Investment Advisory
New York
$388K +$311K +12,464 +406%
WWM
61
Western Wealth Management
Colorado
$386K -$37.4K -1,500 -9%
EWM
62
Empirical Wealth Management
Washington
$366K -$171K -6,858 -32%
RJA
63
Raymond James & Associates
Florida
$339K +$10.4K +416 +3%
PAG
64
Private Advisory Group
Washington
$336K -$558K -22,379 -62%
EAM
65
Evanson Asset Management
California
$290K +$289K +11,600 New
SI
66
Stephens Inc
Arkansas
$279K +$40.8K +1,637 +17%
CWM
67
Cornerstone Wealth Management
Missouri
$247K -$34.9K -1,400 -12%
BRWA
68
B. Riley Wealth Advisors
Florida
$235K +$234K +9,375 New
FTUS
69
Flow Traders U.S.
New York
$233K +$30.7K +1,233 +15%
AIM
70
Anchor Investment Management
South Carolina
$225K +$21.9K +880 +11%
GWM
71
Geneos Wealth Management
Colorado
$186K
KFI
72
Key Financial Inc
Pennsylvania
$112K
SBL
73
Sargent Bickham Lagudis
Colorado
$62K
HI
74
Hoey Investments
Pennsylvania
$38K +$38.1K +1,529 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$37K +$37.3K +1,497 New

BSJO Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2021, worth a combined $159M — up 37% from $116M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 12 closed out — a net gain of 8 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was HighTower Advisors, cutting an estimated $4.88M.

  • 82 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2021, up from 74 in Q4 2020.
  • Funds reported $159M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2021, up 37% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2021 and 12 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2021 was UBS Group, an estimated $16.7M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2021 was HighTower Advisors, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2021.