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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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98 hedge funds and large institutions have $203M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $168M → $203M (+$34.3M)

10% more funds holding

Funds holding: 89 → 98 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
49
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$11.5M
2
Wells Fargo
Wells Fargo
California
+$7.54M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5.4M
4
Morgan Stanley
Morgan Stanley
New York
+$3.49M
5
OMC
Old Mission Capital
Illinois
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.51M
2
FTUS
Flow Traders U.S.
New York
-$2M
3
GIA
Gladstone Institutional Advisory
Florida
-$909K
4
HIP
HUB Investment Partners
Texas
-$875K
5
Citadel Advisors
Citadel Advisors
Florida
-$809K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$253K +$26.1K +1,040 +11%
WANY
77
Wealthspire Advisors (New York)
New York
$251K +$252K +10,028 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$213K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$210K +$52.8K +2,103 +34%
GWM
80
Geneos Wealth Management
Colorado
$202K +$5.02K +200 +3%
BC
81
Barnett & Company
Tennessee
$134K +$134K +5,353 New
KFI
82
Key Financial Inc
Pennsylvania
$112K – – –
ADL
83
Asset Dedication LLC
California
$86K – – –
SBL
84
Sargent Bickham Lagudis
Colorado
$62K – – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$49K – – –
1IA
86
1834 Investment Advisors
Wisconsin
$44K +$43.9K +1,750 New
IAS
87
IMA Advisory Services
Colorado
$31K +$31K +1,233 New
ETI
88
Enterprise Trust & Investment
California
$29K +$29.5K +1,175 New
FGAM
89
Financial Gravity Asset Management
Texas
$25K -$201 -8 -3%
WQ
90
Wealth Quarterback
New Jersey
$25K +$226 +9 +0.9%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$25K +$25.1K +998 New
IBOK
92
Independence Bank of Kentucky
Kentucky
$20K +$20K +795 New
BAM
93
Baldrige Asset Management
Pennsylvania
$18K – – –
HI
94
Harbour Investments
Wisconsin
$12K -$126 -5 -1%
MWM
95
Mascoma Wealth Management
New Hampshire
$12K +$11.6K +462 New
AIM
96
Anchor Investment Management
South Carolina
$10K -$217K -8,627 -96%
AF
97
Advisornet Financial
Minnesota
$7K – – –
Citadel Advisors
98
Citadel Advisors
Florida
– -$809K -32,127 Closed
WWM
99
WT Wealth Management
Arizona
– -$207K -8,228 Closed
ASN
100
Advisory Services Network
Georgia
– -$25K -983 Closed
1 2 3
4
5

BSJO Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2021, worth a combined $203M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 7 closed out — a net gain of 10 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.51M.

  • 98 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $203M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2021 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2021 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2021.