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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

143 hedge funds and large institutions have $413M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $331M → $413M (+$82.1M)

0% more funds holding

Funds holding: 143143 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$1.76M -$238K -10,650 -12%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.75M +$480K +21,433 +38%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$1.64M -$696K -31,109 -30%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.54M +$198K +8,846 +15%
HWM
55
Horizons Wealth Management
North Carolina
$1.51M +$348K +15,543 +30%
NA
56
NewEdge Advisors
Louisiana
$1.49M +$104K +4,640 +8%
OMC
57
Old Mission Capital
Illinois
$1.43M +$1.42M +63,576 New
SF
58
Synovus Financial
Georgia
$1.33M -$78.7K -3,517 -6%
HIP
59
HUB Investment Partners
Texas
$1.29M +$709K +31,663 +124%
AWM
60
AE Wealth Management
Kansas
$1.28M +$153K +6,841 +14%
HI
61
Harbour Investments
Wisconsin
$1.26M +$588K +26,270 +88%
LB
62
Leo Brokerage
Texas
$1.25M +$1.24M +55,487 New
RA
63
RFG Advisory
Alabama
$1.19M +$148K +6,634 +14%
BA
64
Ballew Advisors
Mississippi
$1.14M +$806K +36,021 +243%
Mariner
65
Mariner
Kansas
$1.14M +$21.9K +977 +2%
NRI
66
NFP Retirement Inc
California
$1.13M +$47.9K +2,142 +4%
PAS
67
Park Avenue Securities
New York
$1.11M -$901K -40,276 -45%
RS
68
Retirement Solution
Washington
$1.08M +$14.8K +663 +1%
IF
69
IRON Financial
Illinois
$1.07M +$20.4K +912 +2%
CHAM
70
Clear Harbor Asset Management
Connecticut
$1.04M +$154K +6,900 +18%
FFS
71
Founders Financial Securities
Maryland
$1.03M -$273K -12,189 -21%
SPC
72
Sigma Planning Corp
Michigan
$1.03M -$6.69K -299 -0.6%
CAL
73
Capital Analysts LLC
Pennsylvania
$981K +$309K +13,822 +46%
KIG
74
Kessler Investment Group
Indiana
$918K -$62.1K -2,776 -6%
B
75
Bellecapital
Switzerland
$895K

BSJO Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2023, worth a combined $413M — up 25% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 11 closed out — a net gain of 5 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $40.9M. The largest seller was Gradient Investments, cutting an estimated $7.51M.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $413M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $40.9M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2023 was Gradient Investments, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2023.