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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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164 hedge funds and large institutions have $574M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $463M → $574M (+$111M)

6% more funds holding

Funds holding: 155 → 164 (+9)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
77
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$26.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
MCP
Mirador Capital Partners
California
+$19.8M
4
ADL
Asset Dedication LLC
California
+$8.22M
5
UBS Group
UBS Group
Switzerland
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.87M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1.62M
3
DP
Denver PWM
Colorado
-$1.61M
4
EH
Equitable Holdings
New York
-$1.6M
5
IF
Ironwood Financial
Arizona
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$1.11M -$3.34K -148 -0.3%
WWM
77
Western Wealth Management
Colorado
$1.06M +$400K +17,722 +61%
FIA
78
Foundations Investment Advisors
Arizona
$1.04M +$567K +25,121 +121%
GI
79
Gradient Investments
Minnesota
$1.04M -$106K -4,719 -9%
AAS
80
Avantax Advisory Services
Texas
$1.04M +$29.3K +1,300 +3%
RS
81
Retirement Solution
Washington
$1.02M -$17.2K -761 -2%
IF
82
IRON Financial
Illinois
$1.01M -$87.2K -3,864 -8%
GI
83
GLOBALT Investments
Georgia
$909K +$903K +40,025 New
FFS
84
Founders Financial Securities
Maryland
$894K -$25.8K -1,145 -3%
Brown Advisory
85
Brown Advisory
Maryland
$889K +$200K +8,884 +29%
AWS
86
Atria Wealth Solutions
New York
$883K +$52.2K +2,313 +6%
TWC
87
TD Waterhouse Canada
Ontario, Canada
$879K -$37.2K -1,650 -4%
BCM
88
Brookstone Capital Management
Illinois
$862K -$162K -7,192 -16%
HIP
89
HUB Investment Partners
Texas
$818K -$422K -18,712 -34%
IWP
90
Insight Wealth Partners
Texas
$782K -$44.1K -1,957 -5%
CAN
91
Cetera Advisor Networks
California
$765K +$39.2K +1,737 +5%
SWM
92
Segment Wealth Management
Texas
$744K +$188K +8,320 +34%
SP
93
Stablepoint Partners
Massachusetts
$717K +$712K +31,551 New
KAS
94
Kestra Advisory Services
Texas
$710K +$5.14K +228 +0.7%
MOS
95
MGO One Seven
Ohio
$704K +$418K +18,530 +149%
EH
96
Equitable Holdings
New York
$695K -$1.6M -70,775 -70%
WA
97
WESPAC Advisors
California
$663K +$75.6K +3,352 +13%
CP
98
Camelot Portfolios
Ohio
$658K +$212K +9,414 +48%
4FG
99
4Thought Financial Group
New York
$651K +$286K +12,681 +79%
BWM
100
BCS Wealth Management
Tennessee
$637K +$67.1K +2,975 +12%
2 3
4
5 6

BSJO Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2023, worth a combined $574M — up 24% from $463M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJO positions and 15 closed out — a net gain of 10 holders — while 77 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $26.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.87M.

  • 164 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $574M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2023 and 15 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $26.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2023.