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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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155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

9% more capital invested

Capital invested by funds: $423M → $463M (+$39.5M)

6% more funds holding

Funds holding: 146 → 155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$24.3M
2
KCM
Kaye Capital Management
California
+$7.82M
3
OSNBOA
Old Second National Bank of Aurora
Illinois
+$6.08M
4
OPAM
Ocean Park Asset Management
California
+$4.72M
5
RSA
River Street Advisors
Illinois
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.97M
2
AP
Atwood & Palmer
Missouri
-$2.95M
3
SEEDPG
S.E.E.D. Planning Group
New York
-$1.91M
4
Ameriprise
Ameriprise
Minnesota
-$1.86M
5
Jane Street
Jane Street
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
76
Retirement Solution
Washington
$1.03M -$5.79K -257 -0.6%
BCM
77
Brookstone Capital Management
Illinois
$1.01M -$22.5K -1,000 -2%
AAS
78
Avantax Advisory Services
Texas
$997K -$101K -4,505 -9%
RJA
79
Raymond James & Associates
Florida
$973K +$208K +9,247 +27%
FFS
80
Founders Financial Securities
Maryland
$911K -$24.6K -1,094 -3%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$909K +$62.3K +2,769 +8%
PAMG
82
Patton Albertson Miller Group
Tennessee
$862K – – –
CIC
83
Carnegie Investment Counsel
Ohio
$850K -$490K -21,762 -37%
AWS
84
Atria Wealth Solutions
New York
$822K +$124K +5,504 +18%
IWP
85
Insight Wealth Partners
Texas
$818K -$504K -22,375 -38%
Invesco
86
Invesco
Georgia
$772K +$773K +34,329 New
CAN
87
Cetera Advisor Networks
California
$718K +$719K +31,935 New
KAS
88
Kestra Advisory Services
Texas
$698K +$5.38K +239 +0.8%
Brown Advisory
89
Brown Advisory
Maryland
$680K +$119K +5,286 +21%
WWM
90
Western Wealth Management
Colorado
$656K +$240K +10,640 +57%
LIM
91
Leavell Investment Management
Alabama
$635K +$1.98K +88 +0.3%
EWM
92
Empirical Wealth Management
Washington
$618K +$11.8K +524 +2%
WA
93
WESPAC Advisors
California
$581K +$49.8K +2,214 +9%
FTUS
94
Flow Traders U.S.
New York
$567K -$410K -18,200 -42%
BWM
95
BCS Wealth Management
Tennessee
$563K +$187K +8,287 +49%
SWM
96
Segment Wealth Management
Texas
$550K +$6.08K +270 +1%
FAM
97
Flaharty Asset Management
Florida
$540K – – –
EW
98
Evexia Wealth
Wisconsin
$529K +$42.8K +1,902 +9%
FFA
99
Farther Finance Advisors
California
$525K +$207K +9,174 +65%
ACM
100
AlphaStar Capital Management
North Carolina
$506K -$62.6K -2,782 -11%
2 3
4
5 6

BSJO Hedge Fund Activity: Q3 2023 in Review

155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2023, worth a combined $463M — up 9.3% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 8 closed out — a net gain of 10 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $24.3M. The largest seller was UBS Group, cutting an estimated $2.97M.

  • 155 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $463M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2023 was Mirador Capital Partners, an estimated $24.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2023 was UBS Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2023.