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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

9% more capital invested

Capital invested by funds: $423M → $463M (+$39.5M)

6% more funds holding

Funds holding: 146155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$2M +$183K +8,141 +10%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$1.93M +$223K +9,905 +13%
SPIA
53
Steward Partners Investment Advisory
New York
$1.93M -$888K -39,438 -31%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$1.92M -$183K -8,126 -9%
Stifel Financial
55
Stifel Financial
Missouri
$1.84M +$69.8K +3,098 +4%
WOSD
56
WFA of San Diego
California
$1.65M +$1.56M +69,394 +1,693%
DP
57
Denver PWM
Colorado
$1.61M +$1.01M +44,747 +165%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.57M -$46.4K -2,062 -3%
GCP
59
Gill Capital Partners
Colorado
$1.56M -$1.38M -61,373 -47%
AWM
60
AE Wealth Management
Kansas
$1.52M +$264K +11,747 +21%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$1.45M +$1.45M +64,400 New
PWSG
62
Pacific Wealth Strategies Group
California
$1.41M +$661K +29,343 +88%
HI
63
Harbour Investments
Wisconsin
$1.36M +$22.5K +1,000 +2%
HIP
64
HUB Investment Partners
Texas
$1.23M -$64.8K -2,877 -5%
SF
65
Synovus Financial
Georgia
$1.23M -$10.6K -473 -0.9%
BA
66
Ballew Advisors
Mississippi
$1.21M +$71.9K +3,193 +6%
RA
67
RFG Advisory
Alabama
$1.21M -$14.2K -629 -1%
NA
68
NewEdge Advisors
Louisiana
$1.19M -$3.42K -152 -0.3%
NRI
69
NFP Retirement Inc
California
$1.15M -$37.6K -1,671 -3%
GI
70
Gradient Investments
Minnesota
$1.14M -$160K -7,093 -12%
Mariner
71
Mariner
Kansas
$1.13M -$23.6K -1,049 -2%
SPC
72
Sigma Planning Corp
Michigan
$1.1M +$25.9K +1,150 +2%
PAS
73
Park Avenue Securities
New York
$1.1M -$116K -5,131 -9%
IF
74
IRON Financial
Illinois
$1.08M +$26.3K +1,169 +2%
Ameriprise
75
Ameriprise
Minnesota
$1.08M -$1.86M -82,821 -63%

BSJO Hedge Fund Activity: Q3 2023 in Review

155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2023, worth a combined $463M — up 9.3% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 8 closed out — a net gain of 10 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $24.3M. The largest seller was UBS Group, cutting an estimated $2.97M.

  • 155 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $463M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2023 was Mirador Capital Partners, an estimated $24.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2023 was UBS Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2023.