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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Delisted

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

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146 hedge funds and large institutions have $332M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 158 → 146 (-12)

24% less capital invested

Capital invested by funds: $435M → $332M (-$103M)

32% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
49
Reduced
72
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$4.84M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.42M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
Invesco
Invesco
Georgia
+$1.63M
5
TSWM
Tyler-Stone Wealth Management
Ohio
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
-$38.8M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$8.96M
3
CFO
Collective Family Office
Pennsylvania
-$7.6M
4
AWM
Avior Wealth Management
Nebraska
-$7.18M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.49M -$422K -18,610 -22%
HI
52
Harbour Investments
Wisconsin
$1.39M – – –
NA
53
NewEdge Advisors
Louisiana
$1.39M +$127K +5,577 +10%
LWL
54
Leo Wealth LLC
Texas
$1.35M +$89.3K +3,935 +7%
BBW
55
Blue Barn Wealth
Utah
$1.31M -$237K -10,443 -15%
BA
56
Ballew Advisors
Mississippi
$1.27M +$6.11K +269 +0.5%
AWS
57
Atria Wealth Solutions
New York
$1.09M +$173K +7,607 +19%
SS
58
Sound Stewardship
Kansas
$1.07M -$15K -659 -1%
RS
59
Retirement Solution
Washington
$1.03M +$13.7K +605 +1%
MTWM
60
Masso Torrence Wealth Management
New Jersey
$997K -$913K -40,197 -48%
AFG
61
Atomi Financial Group
New York
$997K +$93.8K +4,132 +10%
Brown Advisory
62
Brown Advisory
Maryland
$889K – – –
GI
63
Gradient Investments
Minnesota
$823K -$82.4K -3,628 -9%
4FG
64
4Thought Financial Group
New York
$822K +$3.77K +166 +0.5%
BCM
65
Brookstone Capital Management
Illinois
$821K +$19.9K +878 +2%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$798K +$312K +13,757 +64%
KFI
67
Key Financial Inc
Pennsylvania
$776K +$75.3K +3,315 +11%
Ameriprise
68
Ameriprise
Minnesota
$776K -$243K -10,698 -24%
GI
69
GLOBALT Investments
Georgia
$755K -$19.7K -867 -3%
SIC
70
SFE Investment Counsel
California
$740K -$1.09M -47,869 -60%
WCM
71
WealthBridge Capital Management
Ohio
$732K +$251K +11,060 +52%
DAS
72
Diversify Advisory Services
Utah
$723K -$202K -8,915 -22%
NRI
73
NFP Retirement Inc
California
$717K -$281K -12,374 -28%
EWM
74
Empirical Wealth Management
Washington
$682K +$5.81K +256 +0.9%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$682K -$68K -2,996 -9%
1 2
3
4 5

BSJO Hedge Fund Activity: Q3 2024 in Review

146 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2024, worth a combined $332M — down 24% from $435M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BSJO and 9 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 49 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $4.84M. The largest seller was Mirador Capital Partners, cutting an estimated $38.8M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2024, down from 158 in Q2 2024.
  • Funds reported $332M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2024, down 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2024 and 20 closed out, a net change of -11 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2024 was GTS Securities, an estimated $4.84M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2024 was Mirador Capital Partners, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.