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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

89 hedge funds and large institutions have $168M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 8289 (+7)

6% more capital invested

Capital invested by funds: $159M → $168M (+$9.35M)

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
44
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$623K +$125 +5 +0%
WI
52
WrapManager Inc
California
$619K -$2.83K -113 -0.5%
SWM
53
Segment Wealth Management
Texas
$600K
EWM
54
Empirical Wealth Management
Washington
$560K +$190K +7,580 +52%
SPIA
55
Steward Partners Investment Advisory
New York
$507K +$116K +4,608 +30%
4FG
56
4Thought Financial Group
New York
$483K +$37.8K +1,509 +9%
BRWA
57
B. Riley Wealth Advisors
Florida
$451K +$214K +8,540 +91%
BCPWM
58
Bradley & Co Private Wealth Management
Florida
$443K
BFA
59
Beaumont Financial Advisors
Massachusetts
$425K -$19.6K -783 -4%
DP
60
Denver PWM
Colorado
$421K +$420K +16,733 New
TCA
61
Transcend Capital Advisors
New Jersey
$380K +$379K +15,100 New
WWM
62
Western Wealth Management
Colorado
$360K -$30.1K -1,200 -8%
PAG
63
Private Advisory Group
Washington
$346K +$7.5K +299 +2%
KAS
64
Kestra Advisory Services
Texas
$331K -$114K -4,565 -26%
RJA
65
Raymond James & Associates
Florida
$326K -$15.3K -612 -5%
BWM
66
BCS Wealth Management
Tennessee
$317K +$315K +12,584 New
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$315K
EAM
68
Evanson Asset Management
California
$292K
SI
69
Stephens Inc
Arkansas
$281K +$652 +26 +0.2%
CWM
70
Cornerstone Wealth Management
Missouri
$269K +$20.1K +800 +8%
QCIG
71
Quad-Cities Investment Group
Iowa
$228K +$227K +9,050 New
AIM
72
Anchor Investment Management
South Carolina
$227K +$727 +29 +0.3%
WWM
73
WT Wealth Management
Arizona
$207K +$206K +8,228 New
GWM
74
Geneos Wealth Management
Colorado
$198K +$11.5K +458 +6%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$158K +$157K +6,266 New

BSJO Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2021, worth a combined $168M — up 5.9% from $159M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 9 closed out — a net gain of 8 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.18M. The largest seller was Advisory Alpha, exiting entirely with an estimated $5.08M sold.

  • 89 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2021, up from 82 in Q1 2021.
  • Funds reported $168M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $2.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2021 was Advisory Alpha, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2021.