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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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143 hedge funds and large institutions have $413M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $331M → $413M (+$82.1M)

0% more funds holding

Funds holding: 143 → 143 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
74
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$40.9M
2
MCP
Mirador Capital Partners
California
+$7.48M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.33M
4
Bank of America
Bank of America
North Carolina
+$5.59M
5
ADL
Asset Dedication LLC
California
+$4.99M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$7.51M
2
UBS Group
UBS Group
Switzerland
-$6.6M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.82M
4
PAS
Park Avenue Securities
New York
-$901K
5
WAM
Warberg Asset Management
Illinois
-$884K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$446K – – –
QCIG
102
Quad-Cities Investment Group
Iowa
$428K +$4.39K +196 +1%
WANY
103
Wealthspire Advisors (New York)
New York
$405K – – –
WWM
104
Western Wealth Management
Colorado
$405K +$107K +4,800 +36%
SPWM
105
Straight Path Wealth Management
Michigan
$397K -$437K -19,518 -52%
LA
106
Latitude Advisors
Florida
$393K -$33.3K -1,490 -8%
FIA
107
Foundations Investment Advisors
Arizona
$372K +$371K +16,566 New
PAG
108
Private Advisory Group
Washington
$370K +$24.9K +1,114 +7%
ACM
109
Arlington Capital Management
Illinois
$339K -$33.3K -1,490 -9%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$330K +$110K +4,900 +60%
BWM
111
BCS Wealth Management
Tennessee
$325K +$109K +4,880 +51%
HF
112
HRT Financial
New York
$322K +$322K +14,373 New
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$284K -$962 -43 -0.3%
SI
114
Stephens Inc
Arkansas
$278K -$45.1K -2,014 -14%
FFA
115
Farther Finance Advisors
California
$273K +$272K +12,160 New
EAM
116
Evanson Asset Management
California
$260K – – –
TCA
117
Transcend Capital Advisors
New Jersey
$258K – – –
MOS
118
MGO One Seven
Ohio
$257K – – –
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$239K +$238K +10,625 New
MF
120
Meridian Financial
Massachusetts
$221K +$1.1K +49 +0.5%
CCP
121
Carmel Capital Partners
California
$218K – – –
GRP
122
Global Retirement Partners
California
$211K +$182K +8,126 +610%
SRC
123
Shufro Rose & Co
New York
$202K +$201K +9,000 New
AAS
124
Ameritas Advisory Services
Nebraska
$201K -$541K -24,187 -73%
TT
125
TI-Trust
Illinois
$201K +$200K +8,940 New
3 4
5
6 7

BSJO Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2023, worth a combined $413M — up 25% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 11 closed out — a net gain of 5 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $40.9M. The largest seller was Gradient Investments, cutting an estimated $7.51M.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $413M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $40.9M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2023 was Gradient Investments, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2023.