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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

158 hedge funds and large institutions have $435M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 157158 (+1)

10% less capital invested

Capital invested by funds: $483M → $435M (-$47.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
52
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
76
TD Waterhouse Canada
Ontario, Canada
$819K -$84.5K -3,716 -9%
4FG
77
4Thought Financial Group
New York
$818K +$47.7K +2,098 +6%
SP
78
Stablepoint Partners
Massachusetts
$815K -$12.9K -566 -2%
PAS
79
Park Avenue Securities
New York
$804K -$87.3K -3,836 -10%
BCM
80
Brookstone Capital Management
Illinois
$802K -$101K -4,429 -11%
IF
81
IRON Financial
Illinois
$787K -$61.6K -2,709 -7%
GI
82
GLOBALT Investments
Georgia
$775K -$88.1K -3,873 -10%
FFS
83
Founders Financial Securities
Maryland
$759K +$142K +6,261 +23%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$750K -$53.3K -2,342 -7%
WOSD
85
WFA of San Diego
California
$725K +$725K +31,896 New
US Bancorp
86
US Bancorp
Minnesota
$711K +$712K +31,308 New
KFI
87
Key Financial Inc
Pennsylvania
$701K +$162K +7,137 +30%
EWM
88
Empirical Wealth Management
Washington
$676K +$40.2K +1,767 +6%
IWP
89
Insight Wealth Partners
Texas
$660K -$101K -4,459 -13%
GWM
90
Geneos Wealth Management
Colorado
$658K +$15.4K +679 +2%
RA
91
RFG Advisory
Alabama
$609K -$447K -19,631 -42%
MA
92
Mutual Advisors
Nebraska
$601K +$604K +26,567 New
FIA
93
Foundations Investment Advisors
Arizona
$596K +$22.8K +1,002 +4%
BWM
94
BCS Wealth Management
Tennessee
$555K -$31.3K -1,376 -5%
FAM
95
Flaharty Asset Management
Florida
$546K
PAG
96
Private Advisory Group
Washington
$512K +$75.3K +3,311 +17%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$485K +$60.5K +2,662 +14%
WCM
98
WealthBridge Capital Management
Ohio
$481K -$14.6K -643 -3%
SWP
99
Stratos Wealth Partners
Ohio
$477K +$32.4K +1,425 +7%
KOC
100
Koss-Olinger Consulting
Florida
$458K +$458K +20,143 New

BSJO Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2024, worth a combined $435M — down 9.9% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 15 closed out — a net gain of 3 holders — while 52 added to existing stakes and 72 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $8.97M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $10.5M.

  • 158 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $435M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $8.97M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.