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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

146 hedge funds and large institutions have $332M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 158146 (-12)

24% less capital invested

Capital invested by funds: $435M → $332M (-$103M)

32% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
49
Reduced
72
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
76
Stablepoint Partners
Massachusetts
$677K -$140K -6,186 -17%
TWC
77
TD Waterhouse Canada
Ontario, Canada
$677K -$142K -6,250 -17%
SWP
78
Stratos Wealth Partners
Ohio
$669K +$192K +8,461 +40%
GWM
79
Geneos Wealth Management
Colorado
$668K +$9.72K +428 +1%
IWP
80
Insight Wealth Partners
Texas
$660K
FFS
81
Founders Financial Securities
Maryland
$616K -$143K -6,289 -19%
FIA
82
Foundations Investment Advisors
Arizona
$608K +$11.6K +511 +2%
KA
83
Kovack Advisors
Florida
$594K +$594K +26,160 New
CFS
84
CRA Financial Services
New Jersey
$572K +$306K +13,480 +115%
FAM
85
Flaharty Asset Management
Florida
$546K
FFA
86
Farther Finance Advisors
California
$540K -$367K -16,172 -40%
BWM
87
BCS Wealth Management
Tennessee
$523K -$31.4K -1,382 -6%
MA
88
Mutual Advisors
Nebraska
$519K -$82.1K -3,615 -14%
PAS
89
Park Avenue Securities
New York
$502K -$302K -13,284 -38%
PAG
90
Private Advisory Group
Washington
$501K -$11K -483 -2%
WOSD
91
WFA of San Diego
California
$480K -$245K -10,773 -34%
KOC
92
Koss-Olinger Consulting
Florida
$472K +$14.1K +621 +3%
ACM
93
AlphaStar Capital Management
North Carolina
$457K +$2.18K +96 +0.5%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$407K +$279K +12,276 +218%
QCIG
95
Quad-Cities Investment Group
Iowa
$380K -$13.3K -587 -3%
SPWM
96
Straight Path Wealth Management
Michigan
$374K +$2.11K +93 +0.6%
JWCA
97
J.W. Cole Advisors
Florida
$358K +$358K +15,766 New
VAMG
98
Voisard Asset Management Group
Michigan
$356K -$30.2K -1,329 -8%
WA
99
WESPAC Advisors
California
$352K
RA
100
RFG Advisory
Alabama
$350K -$258K -11,381 -42%

BSJO Hedge Fund Activity: Q3 2024 in Review

146 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2024, worth a combined $332M — down 24% from $435M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BSJO and 9 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 49 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $4.84M. The largest seller was Mirador Capital Partners, cutting an estimated $38.8M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2024, down from 158 in Q2 2024.
  • Funds reported $332M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2024, down 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2024 and 20 closed out, a net change of -11 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2024 was GTS Securities, an estimated $4.84M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2024 was Mirador Capital Partners, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.