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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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133 hedge funds and large institutions have $306M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $278M → $306M (+$28.9M)

3% more funds holding

Funds holding: 129 → 133 (+4)

2% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
15
Increased
50
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.2M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$4.22M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.84M
4
IF
Intrua Financial
Texas
+$2.86M
5
WAM
Warberg Asset Management
Illinois
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
-$4.94M
2
AP
Atwood & Palmer
Missouri
-$4.6M
3
Wells Fargo
Wells Fargo
California
-$4.34M
4
GI
Gradient Investments
Minnesota
-$2.19M
5
GIA
Gladstone Institutional Advisory
Florida
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
101
Evanson Asset Management
California
$251K – – –
WP
102
WealthSource Partners
California
$251K +$259K +11,594 New
TCA
103
Transcend Capital Advisors
New Jersey
$249K – – –
CCP
104
Carmel Capital Partners
California
$241K – – –
MF
105
Meridian Financial
Massachusetts
$238K +$246K +11,008 New
GIA
106
Gladstone Institutional Advisory
Florida
$234K -$1.97M -88,210 -89%
CWM
107
Cornerstone Wealth Management
Missouri
$231K – – –
BWM
108
BCS Wealth Management
Tennessee
$230K -$1.81K -81 -0.8%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$223K +$231K +10,357 New
SRC
110
Shufro Rose & Co
New York
$212K +$219K +9,800 New
Truist Financial
111
Truist Financial
North Carolina
$206K +$213K +9,531 New
SWM
112
Spire Wealth Management
Virginia
$120K – – –
ADL
113
Asset Dedication LLC
California
$105K -$8.86K -397 -8%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$100K +$55.8K +2,500 +119%
KFI
115
Key Financial Inc
Pennsylvania
$97K – – –
BFEC
116
Benjamin F. Edwards & Company
Missouri
$97K +$11.2K +500 +13%
GWM
117
Geneos Wealth Management
Colorado
$87K -$2.23K -100 -2%
PTC
118
Private Trust Company
Ohio
$73K -$179 -8 -0.2%
NFSG
119
Newbridge Financial Services Group
Florida
$70K +$60.8K +2,724 +543%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$43K -$8.35K -374 -16%
SBL
121
Sargent Bickham Lagudis
Colorado
$43K – – –
CFD
122
Creative Financial Designs
Indiana
$40K +$290 +13 +0.7%
AIP
123
Almanack Investment Partners
Pennsylvania
$30K +$31.4K +1,406 New
IBOK
124
Independence Bank of Kentucky
Kentucky
$20K – – –
BAM
125
Baldrige Asset Management
Pennsylvania
$16K – – –
2 3 4
5
6

BSJO Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2022, worth a combined $306M — up 10% from $278M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJO positions and 10 closed out — a net gain of 5 holders — while 50 added to existing stakes and 49 trimmed.

The largest buyer was Jane Street, adding an estimated $23.2M. The largest seller was Merit Financial Group, exiting entirely with an estimated $4.94M sold.

  • 133 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2022, up from 129 in Q2 2022.
  • Funds reported $306M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2022 and 10 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2022 was Jane Street, an estimated $23.2M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2022 was Merit Financial Group, an estimated $4.94M sold.

Based on aggregated 13F filings for Q3 2022.