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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 $413M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $331M → $413M (+$82.1M)

0% more funds holding

Funds holding: 143 → 143 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
74
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$40.9M
2
MCP
Mirador Capital Partners
California
+$7.48M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.33M
4
Bank of America
Bank of America
North Carolina
+$5.59M
5
ADL
Asset Dedication LLC
California
+$4.99M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$7.51M
2
UBS Group
UBS Group
Switzerland
-$6.6M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.82M
4
PAS
Park Avenue Securities
New York
-$901K
5
WAM
Warberg Asset Management
Illinois
-$884K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$880K +$18K +806 +2%
PAMG
77
Patton Albertson Miller Group
Tennessee
$861K – – –
AAS
78
Avantax Advisory Services
Texas
$795K +$189K +8,441 +31%
BCM
79
Brookstone Capital Management
Illinois
$788K +$98K +4,379 +14%
AWS
80
Atria Wealth Solutions
New York
$738K -$22.7K -1,014 -3%
PWSG
81
Pacific Wealth Strategies Group
California
$665K +$663K +29,606 New
DWM
82
Denver Wealth Management
Colorado
$641K +$111K +4,948 +21%
LIM
83
Leavell Investment Management
Alabama
$639K – – –
Citadel Advisors
84
Citadel Advisors
Florida
$638K +$636K +28,399 New
RJA
85
Raymond James & Associates
Florida
$636K +$154K +6,866 +32%
CP
86
Camelot Portfolios
Ohio
$634K +$631K +28,215 New
EWM
87
Empirical Wealth Management
Washington
$607K +$62.6K +2,799 +12%
DP
88
Denver PWM
Colorado
$602K +$38.8K +1,733 +7%
IWP
89
Insight Wealth Partners
Texas
$601K – – –
SWM
90
Segment Wealth Management
Texas
$586K +$1.46K +65 +0.2%
ACM
91
Absolute Capital Management
Pennsylvania
$566K -$64.2K -2,868 -10%
Brown Advisory
92
Brown Advisory
Maryland
$555K – – –
HWAM
93
Hennion & Walsh Asset Management
New Jersey
$541K -$417K -18,613 -44%
FAM
94
Flaharty Asset Management
Florida
$539K – – –
ACM
95
AlphaStar Capital Management
North Carolina
$539K +$3.47K +155 +0.6%
4FG
96
4Thought Financial Group
New York
$536K +$10.1K +451 +2%
WA
97
WESPAC Advisors
California
$531K +$529K +23,626 New
HSBC Holdings
98
HSBC Holdings
United Kingdom
$505K – – –
GFG
99
Goldstone Financial Group
Illinois
$492K +$491K +21,917 New
WA
100
Wealthstar Advisors
Texas
$474K – – –
2 3
4
5 6

BSJO Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2023, worth a combined $413M — up 25% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 11 closed out — a net gain of 5 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $40.9M. The largest seller was Gradient Investments, cutting an estimated $7.51M.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $413M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $40.9M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2023 was Gradient Investments, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2023.