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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

158 hedge funds and large institutions have $435M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 157158 (+1)

10% less capital invested

Capital invested by funds: $483M → $435M (-$47.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
52
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
AlphaStar Capital Management
North Carolina
$455K -$4.37K -192 -0.9%
SPIA
102
Steward Partners Investment Advisory
New York
$454K -$1.01M -44,330 -69%
LIM
103
Leavell Investment Management
Alabama
$427K -$73.7K -3,238 -15%
WWM
104
Western Wealth Management
Colorado
$403K -$427K -18,785 -51%
QCIG
105
Quad-Cities Investment Group
Iowa
$393K +$4.71K +207 +1%
KPWS
106
Kestra Private Wealth Services
Texas
$389K +$5.96K +262 +2%
VAMG
107
Voisard Asset Management Group
Michigan
$386K +$7.69K +338 +2%
SPWM
108
Straight Path Wealth Management
Michigan
$372K +$49.8K +2,190 +15%
BRWA
109
B. Riley Wealth Advisors
Florida
$362K -$13.7K -604 -4%
WA
110
WESPAC Advisors
California
$352K -$332K -14,596 -48%
APS
111
American Planning Services
Florida
$334K +$23.9K +1,050 +8%
SI
112
Stephens Inc
Arkansas
$330K -$13.6K -596 -4%
PAMG
113
Patton Albertson Miller Group
Tennessee
$318K -$106K -4,660 -25%
PCIA
114
Prime Capital Investment Advisors
Kansas
$309K +$19.4K +854 +7%
HIP
115
HUB Investment Partners
Texas
$305K -$256K -11,234 -46%
AWA
116
Arete Wealth Advisors
Illinois
$291K +$28.7K +1,263 +11%
Mariner
117
Mariner
Kansas
$277K -$14.6K -642 -5%
MF
118
Meridian Financial
Massachusetts
$274K +$910 +40 +0.3%
TVAMP
119
Tennessee Valley Asset Management Partners
Tennessee
$272K +$47.4K +2,082 +21%
CA
120
CoreCap Advisors
Michigan
$267K
CFS
121
CRA Financial Services
New Jersey
$265K +$266K +11,684 New
EAM
122
Evanson Asset Management
California
$264K
TCA
123
Transcend Capital Advisors
New Jersey
$239K
Citadel Advisors
124
Citadel Advisors
Florida
$230K +$4.87K +214 +2%
LFG
125
Larson Financial Group
Missouri
$225K +$84.7K +3,725 +60%

BSJO Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2024, worth a combined $435M — down 9.9% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 15 closed out — a net gain of 3 holders — while 52 added to existing stakes and 72 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $8.97M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $10.5M.

  • 158 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $435M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $8.97M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.