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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

119 hedge funds and large institutions have $294M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $275M → $294M (+$18.3M)

5% more funds holding

Funds holding: 113119 (+6)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
50
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.18M +$9.66K +399 +0.8%
AWS
52
Atria Wealth Solutions
New York
$1.14M +$1.16M +47,915 New
IA
53
IFP Advisors
Florida
$1.13M +$1.11M +45,676 New
HIP
54
HUB Investment Partners
Texas
$1.02M -$248K -10,235 -19%
PAMG
55
Patton Albertson Miller Group
Tennessee
$985K +$1M +41,370 New
FFS
56
Founders Financial Securities
Maryland
$937K -$133K -5,502 -12%
MIAN
57
Mariner Independent Advisor Network
Kansas
$926K -$36K -1,488 -4%
BCM
58
Brookstone Capital Management
Illinois
$924K -$128K -5,303 -12%
LIM
59
Leavell Investment Management
Alabama
$808K +$133K +5,500 +19%
AWM
60
AE Wealth Management
Kansas
$807K +$821K +33,886 New
NA
61
NewEdge Advisors
Louisiana
$719K +$6.83K +282 +0.9%
ACM
62
AlphaStar Capital Management
North Carolina
$700K -$272K -11,245 -28%
IWP
63
Insight Wealth Partners
Texas
$690K
AAS
64
Ameritas Advisory Services
Nebraska
$643K
NRI
65
NFP Retirement Inc
California
$633K +$165K +6,818 +35%
4FG
66
4Thought Financial Group
New York
$604K +$2.95K +122 +0.5%
WI
67
WrapManager Inc
California
$591K -$28.5K -1,177 -5%
SWM
68
Segment Wealth Management
Texas
$585K -$10.4K -430 -2%
WWM
69
Western Wealth Management
Colorado
$580K +$280K +11,563 +91%
UCFA
70
United Capital Financial Advisors
Texas
$578K -$187K -7,708 -24%
FAM
71
Flaharty Asset Management
Florida
$572K
WA
72
Wealthstar Advisors
Texas
$550K -$785K -32,407 -58%
DP
73
Denver PWM
Colorado
$542K +$32.8K +1,356 +6%
EWM
74
Empirical Wealth Management
Washington
$540K +$3.29K +136 +0.6%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$536K

BSJO Hedge Fund Activity: Q1 2022 in Review

119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2022, worth a combined $294M — up 6.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Gradient Investments, adding an estimated $27.3M. The largest seller was Stifel Financial, cutting an estimated $12.8M.

  • 119 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $294M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2022 was Gradient Investments, an estimated $27.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2022 was Stifel Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.