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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

158 hedge funds and large institutions have $435M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 157158 (+1)

10% less capital invested

Capital invested by funds: $483M → $435M (-$47.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
52
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.91M +$118K +5,204 +7%
SIC
52
SFE Investment Counsel
California
$1.83M -$2.85M -125,478 -61%
PAG
53
Private Advisor Group
New Jersey
$1.76M -$671K -29,509 -28%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.74M +$1.47M +64,450 +534%
TSWM
55
Tyler-Stone Wealth Management
Ohio
$1.71M +$95.1K +4,183 +6%
AFA
56
AA Financial Advisors
Ohio
$1.58M -$50.1K -2,202 -3%
PWSG
57
Pacific Wealth Strategies Group
California
$1.56M +$59.9K +2,635 +4%
BBW
58
Blue Barn Wealth
Utah
$1.54M -$437K -19,219 -22%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.53M +$1.53M +67,254 +45,442%
HI
60
Harbour Investments
Wisconsin
$1.39M -$19.8K -871 -1%
BA
61
Ballew Advisors
Mississippi
$1.26M -$545K -23,979 -30%
LWL
62
Leo Wealth LLC
Texas
$1.26M
NA
63
NewEdge Advisors
Louisiana
$1.26M +$48.4K +2,128 +4%
OMC
64
Old Mission Capital
Illinois
$1.14M +$916K +40,256 +410%
SS
65
Sound Stewardship
Kansas
$1.09M -$18.3K -804 -2%
MOS
66
MGO One Seven
Ohio
$1.08M +$358K +15,740 +50%
RS
67
Retirement Solution
Washington
$1.02M +$14.4K +631 +1%
Ameriprise
68
Ameriprise
Minnesota
$1.02M -$91.7K -4,030 -8%
NRI
69
NFP Retirement Inc
California
$999K -$132K -5,807 -12%
DAS
70
Diversify Advisory Services
Utah
$929K +$930K +40,875 New
AWS
71
Atria Wealth Solutions
New York
$920K -$153K -6,709 -14%
FFA
72
Farther Finance Advisors
California
$907K -$60.5K -2,660 -6%
GI
73
Gradient Investments
Minnesota
$905K -$95K -4,176 -9%
AFG
74
Atomi Financial Group
New York
$903K +$904K +39,731 New
Brown Advisory
75
Brown Advisory
Maryland
$889K

BSJO Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2024, worth a combined $435M — down 9.9% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 15 closed out — a net gain of 3 holders — while 52 added to existing stakes and 72 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $8.97M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $10.5M.

  • 158 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $435M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $8.97M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.