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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 $331M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $306M → $331M (+$24.3M)

8% more funds holding

Funds holding: 133 → 143 (+10)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
20
Increased
59
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M
2
UCFA
United Capital Financial Advisors
Texas
+$13.2M
3
SPIA
Steward Partners Investment Advisory
New York
+$4.86M
4
IF
Intrua Financial
Texas
+$4.11M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$2.97M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24.7M
2
TCCM
Timber Creek Capital Management
Massachusetts
-$4.79M
3
Morgan Stanley
Morgan Stanley
New York
-$3.28M
4
SIC
SFE Investment Counsel
California
-$2.94M
5
Wells Fargo
Wells Fargo
California
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
126
Sargent Bickham Lagudis
Colorado
$43.6K – – –
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$33K -$10.9K -495 -25%
PTC
128
Private Trust Company
Ohio
$31K -$44.3K -2,002 -59%
GRP
129
Global Retirement Partners
California
$29.5K +$29.4K +1,332 New
MCC
130
Money Concepts Capital
Florida
$24.8K +$15.9K +719 +178%
MSCM
131
McElhenny Sheffield Capital Management
Texas
$21.7K +$21.7K +982 New
IBOK
132
Independence Bank of Kentucky
Kentucky
$20K – – –
RFG
133
RFP Financial Group
Georgia
$18.2K +$18.2K +825 New
SIS
134
Sound Income Strategies
Florida
$17.2K +$17.2K +777 New
BAM
135
Baldrige Asset Management
Pennsylvania
$16K – – –
NA
136
NewEdge Advisors
Louisiana
$13.9K +$37.1K +1,677 +3%
AF
137
Advisornet Financial
Minnesota
$10.9K +$4.55K +206 +72%
AIM
138
Anchor Investment Management
South Carolina
$8.85K – – –
MWM
139
Mascoma Wealth Management
New Hampshire
$3.98K – – –
TCOV
140
Trust Company of Vermont
Vermont
$2.9K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$2.06K +$2.06K +93 New
PAG
142
Private Advisor Group
New Jersey
$1.81K +$78.5K +3,551 +5%
FGAM
143
Financial Gravity Asset Management
Texas
$897 – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$22 +$22 +1 New
Jane Street
145
Jane Street
New York
– -$24.7M -1,143,634 Closed
TCCM
146
Timber Creek Capital Management
Massachusetts
– -$4.79M -221,756 Closed
FTUS
147
Flow Traders U.S.
New York
– -$2.15M -99,324 Closed
SWP
148
Stratos Wealth Partners
Ohio
– -$264K -12,210 Closed
GIA
149
Gladstone Institutional Advisory
Florida
– -$234K -10,804 Closed
SRC
150
Shufro Rose & Co
New York
– -$212K -9,800 Closed
3 4 5
6
7

BSJO Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2022, worth a combined $331M — up 7.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 8 closed out — a net gain of 12 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $331M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2022.