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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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155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

9% more capital invested

Capital invested by funds: $423M → $463M (+$39.5M)

6% more funds holding

Funds holding: 146 → 155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$24.3M
2
KCM
Kaye Capital Management
California
+$7.82M
3
OSNBOA
Old Second National Bank of Aurora
Illinois
+$6.08M
4
OPAM
Ocean Park Asset Management
California
+$4.72M
5
RSA
River Street Advisors
Illinois
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.97M
2
AP
Atwood & Palmer
Missouri
-$2.95M
3
SEEDPG
S.E.E.D. Planning Group
New York
-$1.91M
4
Ameriprise
Ameriprise
Minnesota
-$1.86M
5
Jane Street
Jane Street
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$501K +$377K +16,728 +301%
Comerica Bank
102
Comerica Bank
Texas
$479K +$480K +21,303 New
FIA
103
Foundations Investment Advisors
Arizona
$467K +$85K +3,774 +22%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$456K +$456K +20,260 New
CP
105
Camelot Portfolios
Ohio
$440K -$186K -8,277 -30%
PAG
106
Private Advisory Group
Washington
$410K +$156K +6,949 +62%
WANY
107
Wealthspire Advisors (New York)
New York
$406K – – –
SPWM
108
Straight Path Wealth Management
Michigan
$397K +$6.15K +273 +2%
WA
109
Wealthstar Advisors
Texas
$388K -$87.1K -3,869 -18%
QCIG
110
Quad-Cities Investment Group
Iowa
$375K +$4.68K +208 +1%
BRWA
111
B. Riley Wealth Advisors
Florida
$372K -$52.3K -2,325 -12%
DIM
112
Delta Investment Management
California
$360K +$361K +16,022 New
4FG
113
4Thought Financial Group
New York
$359K +$4.55K +202 +1%
SI
114
Stephens Inc
Arkansas
$356K +$20.8K +924 +6%
MA
115
MONECO Advisors
Connecticut
$316K +$24.9K +1,106 +9%
KOC
116
Koss-Olinger Consulting
Florida
$307K +$80.4K +3,573 +35%
GFG
117
Goldstone Financial Group
Illinois
$299K -$3.13K -139 -1%
MOS
118
MGO One Seven
Ohio
$280K +$59.4K +2,638 +27%
FIM
119
Freedom Investment Management
Connecticut
$274K +$275K +12,196 New
LA
120
Latitude Advisors
Florida
$273K +$9.82K +436 +4%
CA
121
CoreCap Advisors
Michigan
$264K – – –
EAM
122
Evanson Asset Management
California
$261K – – –
TCA
123
Transcend Capital Advisors
New Jersey
$259K – – –
SWP
124
Stratos Wealth Partners
Ohio
$255K +$256K +11,359 New
OIA
125
OneDigital Investment Advisors
Kansas
$250K +$41.1K +1,826 +20%
3 4
5
6 7

BSJO Hedge Fund Activity: Q3 2023 in Review

155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2023, worth a combined $463M — up 9.3% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 8 closed out — a net gain of 10 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $24.3M. The largest seller was UBS Group, cutting an estimated $2.97M.

  • 155 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $463M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2023 was Mirador Capital Partners, an estimated $24.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2023 was UBS Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2023.