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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

146 hedge funds and large institutions have $423M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 143146 (+3)

2% more capital invested

Capital invested by funds: $413M → $423M (+$10.3M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
57
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
101
Straight Path Wealth Management
Michigan
$391K -$6.99K -312 -2%
FIA
102
Foundations Investment Advisors
Arizona
$382K +$9.61K +429 +3%
BWM
103
BCS Wealth Management
Tennessee
$377K +$51.3K +2,291 +16%
QCIG
104
Quad-Cities Investment Group
Iowa
$370K -$58K -2,589 -14%
4FG
105
4Thought Financial Group
New York
$355K -$181K -8,092 -34%
Citadel Advisors
106
Citadel Advisors
Florida
$348K -$289K -12,904 -45%
SI
107
Stephens Inc
Arkansas
$335K +$56.8K +2,535 +20%
ACM
108
Arlington Capital Management
Illinois
$333K -$7.17K -320 -2%
FFA
109
Farther Finance Advisors
California
$319K +$45.4K +2,028 +17%
GFG
110
Goldstone Financial Group
Illinois
$302K -$190K -8,501 -39%
MA
111
MONECO Advisors
Connecticut
$291K +$290K +12,940 New
CA
112
CoreCap Advisors
Michigan
$264K +$263K +11,738 New
LA
113
Latitude Advisors
Florida
$263K -$129K -5,763 -33%
EAM
114
Evanson Asset Management
California
$261K
WHCI
115
W.H. Cornerstone Investments
Massachusetts
$259K -$25.5K -1,139 -9%
TCA
116
Transcend Capital Advisors
New Jersey
$259K
PAG
117
Private Advisory Group
Washington
$254K -$116K -5,187 -31%
KOC
118
Koss-Olinger Consulting
Florida
$227K +$226K +10,083 New
MOS
119
MGO One Seven
Ohio
$221K -$36.7K -1,638 -14%
MF
120
Meridian Financial
Massachusetts
$220K -$1.01K -45 -0.5%
OIA
121
OneDigital Investment Advisors
Kansas
$209K +$208K +9,311 New
ACM
122
Altrius Capital Management
North Carolina
$209K +$208K +9,302 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$203K +$202K +9,043 New
SRC
124
Shufro Rose & Co
New York
$202K
TT
125
TI-Trust
Illinois
$201K

BSJO Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2023, worth a combined $423M — up 2.5% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJO positions and 10 closed out — a net gain of 4 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was UBS Group, adding an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $423M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2023 was UBS Group, an estimated $23.8M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2023.