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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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129 hedge funds and large institutions have $278M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more funds holding

Funds holding: 119 → 129 (+10)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

6% less capital invested

Capital invested by funds: $294M → $278M (-$16.2M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
20
Increased
43
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.18M
2
IAS
IMA Advisory Services
Colorado
+$8.8M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.82M
5
MFG
Merit Financial Group
Georgia
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$14.4M
2
UBS Group
UBS Group
Switzerland
-$10.9M
3
ACM
Absolute Capital Management
Pennsylvania
-$5.21M
4
Wells Fargo
Wells Fargo
California
-$3.74M
5
FTUS
Flow Traders U.S.
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
101
BCS Wealth Management
Tennessee
$233K – – –
CWM
102
Cornerstone Wealth Management
Missouri
$233K – – –
KAS
103
Kestra Advisory Services
Texas
$225K +$1.32K +58 +0.6%
SWM
104
Spire Wealth Management
Virginia
$121K -$365K -15,991 -74%
ADL
105
Asset Dedication LLC
California
$115K -$27.4K -1,200 -19%
KFI
106
Key Financial Inc
Pennsylvania
$98K – – –
GWM
107
Geneos Wealth Management
Colorado
$91K -$14.7K -645 -13%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$87K +$91.4K +4,000 New
BCPWM
109
Bradley & Co Private Wealth Management
Florida
$84K – – –
PTC
110
Private Trust Company
Ohio
$74K +$77.8K +3,406 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$51K +$8.54K +374 +19%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$46K +$48K +2,100 New
SBL
113
Sargent Bickham Lagudis
Colorado
$43K – – –
CFD
114
Creative Financial Designs
Indiana
$40K +$41.5K +1,816 New
1IA
115
1834 Investment Advisors
Wisconsin
$38K – – –
ETI
116
Enterprise Trust & Investment
California
$26K – – –
BCWM
117
Bartlett & Co Wealth Management
Ohio
$21.3K +$22.3K +977 New
BC
118
Bartlett & Co
Ohio
$21K +$22.3K +977 New
IBOK
119
Independence Bank of Kentucky
Kentucky
$20K +$2.99K +131 +16%
BAM
120
Baldrige Asset Management
Pennsylvania
$16K – – –
NFSG
121
Newbridge Financial Services Group
Florida
$11K +$11.5K +502 New
MCC
122
Money Concepts Capital
Florida
$9K -$16.4K -719 -64%
AIM
123
Anchor Investment Management
South Carolina
$8.72K – – –
CI
124
CX Institutional
Indiana
$8K +$8.22K +360 New
AF
125
Advisornet Financial
Minnesota
$6K – – –
2 3 4
5
6

BSJO Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2022, worth a combined $278M — down 5.5% from $294M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 10 closed out — a net gain of 10 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Gradient Investments, cutting an estimated $14.4M.

  • 129 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2022, up from 119 in Q1 2022.
  • Funds reported $278M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $9.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2022 was Gradient Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.