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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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143 hedge funds and large institutions have $331M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $306M → $331M (+$24.3M)

8% more funds holding

Funds holding: 133 → 143 (+10)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
20
Increased
59
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M
2
UCFA
United Capital Financial Advisors
Texas
+$13.2M
3
SPIA
Steward Partners Investment Advisory
New York
+$4.86M
4
IF
Intrua Financial
Texas
+$4.11M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$2.97M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24.7M
2
TCCM
Timber Creek Capital Management
Massachusetts
-$4.79M
3
Morgan Stanley
Morgan Stanley
New York
-$3.28M
4
SIC
SFE Investment Counsel
California
-$2.94M
5
Wells Fargo
Wells Fargo
California
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$733K +$327K +14,799 +81%
BCM
77
Brookstone Capital Management
Illinois
$690K -$119K -5,378 -15%
CAL
78
Capital Analysts LLC
Pennsylvania
$661K +$661K +29,882 New
HI
79
Harbour Investments
Wisconsin
$657K +$657K +29,700 New
LIM
80
Leavell Investment Management
Alabama
$629K -$22.1K -1,000 -3%
ACM
81
Absolute Capital Management
Pennsylvania
$621K +$177K +8,003 +40%
AAS
82
Avantax Advisory Services
Texas
$597K +$114K +5,144 +24%
IWP
83
Insight Wealth Partners
Texas
$592K – – –
SWM
84
Segment Wealth Management
Texas
$576K +$53.3K +2,410 +10%
HIP
85
HUB Investment Partners
Texas
$566K -$19.6K -886 -3%
DP
86
Denver PWM
Colorado
$558K +$52.1K +2,357 +10%
BAM
87
BOS Asset Management
Illinois
$549K +$548K +24,800 New
Brown Advisory
88
Brown Advisory
Maryland
$546K +$546K +24,700 New
EWM
89
Empirical Wealth Management
Washington
$536K +$55.7K +2,520 +12%
FAM
90
Flaharty Asset Management
Florida
$531K – – –
ACM
91
AlphaStar Capital Management
North Carolina
$527K -$41.9K -1,895 -7%
DWM
92
Denver Wealth Management
Colorado
$522K +$182K +8,247 +54%
4FG
93
4Thought Financial Group
New York
$518K +$1.52K +69 +0.3%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$498K – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$493K +$492K +22,262 +69,569%
WA
96
Wealthstar Advisors
Texas
$483K -$2.28K -103 -0.5%
RJA
97
Raymond James & Associates
Florida
$475K -$457K -20,661 -49%
BRWA
98
B. Riley Wealth Advisors
Florida
$440K -$8.84K -400 -2%
LA
99
Latitude Advisors
Florida
$420K +$419K +18,971 New
QCIG
100
Quad-Cities Investment Group
Iowa
$417K +$4.24K +192 +1%
2 3
4
5 6

BSJO Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2022, worth a combined $331M — up 7.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 8 closed out — a net gain of 12 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $331M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2022.