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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

119 hedge funds and large institutions have $294M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $275M → $294M (+$18.3M)

5% more funds holding

Funds holding: 113119 (+6)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
50
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$199K +$202K +8,360 New
ADL
102
Asset Dedication LLC
California
$153K -$43.6K -1,800 -22%
GWM
103
Geneos Wealth Management
Colorado
$114K -$68.9K -2,845 -37%
SAS
104
Stelac Advisory Services
New York
$111K +$113K +4,670 New
KFI
105
Key Financial Inc
Pennsylvania
$106K
BCPWM
106
Bradley & Co Private Wealth Management
Florida
$92K -$333K -13,742 -78%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$72.4K +$73.6K +3,040 New
SBL
108
Sargent Bickham Lagudis
Colorado
$47K -$12.1K -500 -20%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$47K
1IA
110
1834 Investment Advisors
Wisconsin
$42K
ETI
111
Enterprise Trust & Investment
California
$28K
MCC
112
Money Concepts Capital
Florida
$27K +$17.4K +719 +178%
IBOK
113
Independence Bank of Kentucky
Kentucky
$19K
BAM
114
Baldrige Asset Management
Pennsylvania
$17K
MWM
115
Mascoma Wealth Management
New Hampshire
$11K
AIM
116
Anchor Investment Management
South Carolina
$9.53K
AF
117
Advisornet Financial
Minnesota
$7K
FGAM
118
Financial Gravity Asset Management
Texas
$4.94K -$3.05K -126 -84%
TCCM
119
Timber Creek Capital Management
Massachusetts
$4K
APA
120
American Portfolios Advisors
New York
$786 +$799 +33 New
MP
121
McDonald Partners
Ohio
-$6.38M -255,317 Closed
PWSG
122
Pacific Wealth Strategies Group
California
-$4.19M -167,672 Closed
FIM
123
Freedom Investment Management
Connecticut
-$1.03M -41,393 Closed
SCM
124
Southport Capital Management
Tennessee
-$207K -8,283 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$205K -8,192 Closed

BSJO Hedge Fund Activity: Q1 2022 in Review

119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2022, worth a combined $294M — up 6.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Gradient Investments, adding an estimated $27.3M. The largest seller was Stifel Financial, cutting an estimated $12.8M.

  • 119 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $294M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2022 was Gradient Investments, an estimated $27.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2022 was Stifel Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.