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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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129 hedge funds and large institutions have $278M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more funds holding

Funds holding: 119 → 129 (+10)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

6% less capital invested

Capital invested by funds: $294M → $278M (-$16.2M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
20
Increased
43
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.18M
2
IAS
IMA Advisory Services
Colorado
+$8.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.82M
5
MFG
Merit Financial Group
Georgia
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$14.4M
2
UBS Group
UBS Group
Switzerland
-$10.9M
3
ACM
Absolute Capital Management
Pennsylvania
-$5.21M
4
Wells Fargo
Wells Fargo
California
-$3.74M
5
FTUS
Flow Traders U.S.
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$513K -$16K -702 -3%
4FG
77
4Thought Financial Group
New York
$510K -$43.9K -1,921 -8%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$490K – – –
WA
79
Wealthstar Advisors
Texas
$489K -$15.6K -684 -3%
EWM
80
Empirical Wealth Management
Washington
$484K -$10.5K -458 -2%
MML Investors Services
81
MML Investors Services
Massachusetts
$470K +$12.4K +544 +3%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$440K -$47.1K -2,062 -9%
BRWA
83
B. Riley Wealth Advisors
Florida
$438K +$31.6K +1,385 +7%
AAS
84
Avantax Advisory Services
Texas
$413K +$433K +18,967 New
PAG
85
Private Advisory Group
Washington
$401K +$170K +7,460 +68%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$400K +$88.6K +3,881 +27%
WANY
87
Wealthspire Advisors (New York)
New York
$395K +$1.92K +84 +0.5%
SPIA
88
Steward Partners Investment Advisory
New York
$382K -$12.8K -560 -3%
HWM
89
Horizons Wealth Management
North Carolina
$381K +$382K +16,747 New
SI
90
Stephens Inc
Arkansas
$345K +$731 +32 +0.2%
BFA
91
Beaumont Financial Advisors
Massachusetts
$309K -$29.2K -1,278 -8%
CHAM
92
Clear Harbor Asset Management
Connecticut
$294K +$308K +13,500 New
IF
93
Intrua Financial
Texas
$286K +$300K +13,129 New
FFA
94
Founders Financial Alliance
North Carolina
$275K +$289K +12,642 New
OMC
95
Old Mission Capital
Illinois
$274K +$287K +12,563 New
CA
96
CoreCap Advisors
Michigan
$256K – – –
EAM
97
Evanson Asset Management
California
$253K – – –
QCIG
98
Quad-Cities Investment Group
Iowa
$253K +$19K +833 +8%
TCA
99
Transcend Capital Advisors
New Jersey
$251K – – –
CCP
100
Carmel Capital Partners
California
$243K +$91 +4 +0%
2 3
4
5 6

BSJO Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2022, worth a combined $278M — down 5.5% from $294M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 10 closed out — a net gain of 10 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Gradient Investments, cutting an estimated $14.4M.

  • 129 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2022, up from 119 in Q1 2022.
  • Funds reported $278M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $9.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2022 was Gradient Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.