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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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146 hedge funds and large institutions have $332M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 158 → 146 (-12)

24% less capital invested

Capital invested by funds: $435M → $332M (-$103M)

32% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
49
Reduced
72
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$4.84M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.42M
3
Bank of America
Bank of America
North Carolina
+$1.92M
4
Invesco
Invesco
Georgia
+$1.63M
5
TSWM
Tyler-Stone Wealth Management
Ohio
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
-$38.8M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$8.96M
3
CFO
Collective Family Office
Pennsylvania
-$7.6M
4
AWM
Avior Wealth Management
Nebraska
-$7.18M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$343K -$46.2K -2,037 -12%
APS
102
American Planning Services
Florida
$334K – – –
SI
103
Stephens Inc
Arkansas
$333K +$2.7K +119 +0.8%
BRWA
104
B. Riley Wealth Advisors
Florida
$331K -$31.2K -1,373 -9%
LFG
105
Larson Financial Group
Missouri
$330K +$105K +4,638 +47%
PAMG
106
Patton Albertson Miller Group
Tennessee
$318K – – –
AWA
107
Arete Wealth Advisors
Illinois
$316K +$24.5K +1,080 +8%
IF
108
IRON Financial
Illinois
$308K -$478K -21,061 -61%
NWAG
109
Net Worth Advisory Group
Utah
$297K +$297K +13,083 New
HIP
110
HUB Investment Partners
Texas
$297K -$8.49K -374 -3%
WWM
111
Western Wealth Management
Colorado
$282K -$121K -5,313 -30%
SPIA
112
Steward Partners Investment Advisory
New York
$276K -$178K -7,828 -39%
MF
113
Meridian Financial
Massachusetts
$275K +$863 +38 +0.3%
TVAMP
114
Tennessee Valley Asset Management Partners
Tennessee
$273K +$1.61K +71 +0.6%
AQR Capital Management
115
AQR Capital Management
Connecticut
$273K +$272K +12,003 New
CA
116
CoreCap Advisors
Michigan
$267K – – –
LIM
117
Leavell Investment Management
Alabama
$261K -$165K -7,279 -39%
HFS
118
Horizon Financial Services
North Carolina
$252K +$112K +4,928 +80%
Mariner
119
Mariner
Kansas
$241K -$35.2K -1,551 -13%
TCA
120
Transcend Capital Advisors
New Jersey
$239K – – –
EAM
121
Evanson Asset Management
California
$229K -$35K -1,540 -13%
Citadel Advisors
122
Citadel Advisors
Florida
$214K -$15.6K -686 -7%
AAS
123
Avantax Advisory Services
Texas
$208K +$2.41K +106 +1%
PCIA
124
Prime Capital Investment Advisors
Kansas
$208K -$102K -4,484 -33%
TT
125
TI-Trust
Illinois
$203K – – –
3 4
5
6 7

BSJO Hedge Fund Activity: Q3 2024 in Review

146 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2024, worth a combined $332M — down 24% from $435M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BSJO and 9 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 49 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $4.84M. The largest seller was Mirador Capital Partners, cutting an estimated $38.8M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2024, down from 158 in Q2 2024.
  • Funds reported $332M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2024, down 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2024 and 20 closed out, a net change of -11 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2024 was GTS Securities, an estimated $4.84M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2024 was Mirador Capital Partners, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.