We are live on ! Find out more
BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Delisted

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

Back to rankings

146 hedge funds and large institutions have $423M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 143 → 146 (+3)

2% more capital invested

Capital invested by funds: $413M → $423M (+$10.3M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
57
Reduced
56
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$23.8M
2
MCP
Mirador Capital Partners
California
+$20.1M
3
CFO
Collective Family Office
Pennsylvania
+$4.94M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.93M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.7M
2
IAS
IMA Advisory Services
Colorado
-$8.35M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$3.58M
4
SPIA
Steward Partners Investment Advisory
New York
-$3.45M
5
GI
Gradient Investments
Minnesota
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$935K -$97.9K -4,371 -10%
PAMG
77
Patton Albertson Miller Group
Tennessee
$862K – – –
TWC
78
TD Waterhouse Canada
Ontario, Canada
$835K +$522K +23,331 +179%
RJA
79
Raymond James & Associates
Florida
$764K +$127K +5,675 +20%
PWSG
80
Pacific Wealth Strategies Group
California
$751K +$85.5K +3,818 +13%
KIG
81
Kessler Investment Group
Indiana
$740K -$178K -7,970 -19%
AWS
82
Atria Wealth Solutions
New York
$699K -$39.8K -1,777 -5%
KAS
83
Kestra Advisory Services
Texas
$693K -$188K -8,401 -21%
LIM
84
Leavell Investment Management
Alabama
$633K -$6.56K -293 -1%
CP
85
Camelot Portfolios
Ohio
$626K -$8.69K -388 -1%
DP
86
Denver PWM
Colorado
$609K +$3.49K +156 +0.6%
EWM
87
Empirical Wealth Management
Washington
$606K -$1.46K -65 -0.2%
ACM
88
AlphaStar Capital Management
North Carolina
$569K +$29.1K +1,300 +5%
Brown Advisory
89
Brown Advisory
Maryland
$561K +$5.55K +248 +1%
Renaissance Technologies
90
Renaissance Technologies
New York
$549K -$1.65M -73,700 -75%
SWM
91
Segment Wealth Management
Texas
$544K -$42.7K -1,905 -7%
FAM
92
Flaharty Asset Management
Florida
$540K – – –
WA
93
WESPAC Advisors
California
$531K – – –
EW
94
Evexia Wealth
Wisconsin
$488K +$487K +21,761 New
WA
95
Wealthstar Advisors
Texas
$475K -$15.9K -712 -3%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$448K -$93.2K -4,161 -17%
BRWA
97
B. Riley Wealth Advisors
Florida
$425K -$22.4K -1,000 -5%
WWM
98
Western Wealth Management
Colorado
$416K +$11.2K +500 +3%
WANY
99
Wealthspire Advisors (New York)
New York
$406K – – –
HSBC Holdings
100
HSBC Holdings
United Kingdom
$393K – – –
2 3
4
5 6

BSJO Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2023, worth a combined $423M — up 2.5% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJO positions and 10 closed out — a net gain of 4 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was UBS Group, adding an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $423M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2023 was UBS Group, an estimated $23.8M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2023.