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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

143 hedge funds and large institutions have $331M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $306M → $331M (+$24.3M)

8% more funds holding

Funds holding: 133143 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
20
Increased
59
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
101
Wealthspire Advisors (New York)
New York
$399K
ACM
102
Arlington Capital Management
Illinois
$367K +$367K +16,605 New
PAG
103
Private Advisory Group
Washington
$340K -$54.3K -2,457 -14%
BA
104
Ballew Advisors
Mississippi
$335K +$327K +14,814 New
SI
105
Stephens Inc
Arkansas
$318K -$32.4K -1,465 -9%
BFA
106
Beaumont Financial Advisors
Massachusetts
$312K +$796 +36 +0.3%
WWM
107
Western Wealth Management
Colorado
$292K -$254K -11,503 -47%
WHCI
108
W.H. Cornerstone Investments
Massachusetts
$287K +$15.5K +702 +6%
ADL
109
Asset Dedication LLC
California
$280K +$177K +7,986 +164%
CA
110
CoreCap Advisors
Michigan
$260K
EAM
111
Evanson Asset Management
California
$257K
TCA
112
Transcend Capital Advisors
New Jersey
$254K
MOS
113
MGO One Seven
Ohio
$253K -$58.8K -2,661 -19%
Truist Financial
114
Truist Financial
North Carolina
$219K +$8.58K +388 +4%
MF
115
Meridian Financial
Massachusetts
$217K -$26.8K -1,213 -11%
CCP
116
Carmel Capital Partners
California
$215K -$31.8K -1,437 -13%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$214K -$15.1K -682 -7%
BWM
118
BCS Wealth Management
Tennessee
$212K -$22.7K -1,026 -10%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$179K +$77.4K +3,500 +76%
NFSG
120
Newbridge Financial Services Group
Florida
$129K +$57.4K +2,595 +80%
CFD
121
Creative Financial Designs
Indiana
$127K +$86.3K +3,904 +213%
SWM
122
Spire Wealth Management
Virginia
$123K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$105K +$5.33K +241 +5%
KFI
124
Key Financial Inc
Pennsylvania
$96.6K
GWM
125
Geneos Wealth Management
Colorado
$89.9K

BSJO Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2022, worth a combined $331M — up 7.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 8 closed out — a net gain of 12 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $331M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2022.