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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

143 hedge funds and large institutions have $413M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $331M → $413M (+$82.1M)

0% more funds holding

Funds holding: 143143 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSG
126
Nalls Sherbakoff Group
Tennessee
$184K +$184K +8,241 New
CFD
127
Creative Financial Designs
Indiana
$129K
NFSG
128
Newbridge Financial Services Group
Florida
$121K -$9.78K -437 -8%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$106K
KFI
130
Key Financial Inc
Pennsylvania
$100K
GWM
131
Geneos Wealth Management
Colorado
$93.5K +$2.24K +100 +2%
AIM
132
Anchor Investment Management
South Carolina
$53.9K +$44.8K +2,000 +500%
PTC
133
Private Trust Company
Ohio
$31.2K -$134 -6 -0.4%
IBOK
134
Independence Bank of Kentucky
Kentucky
$20.8K
SWM
135
Spire Wealth Management
Virginia
$17.5K -$107K -4,789 -86%
BAM
136
Baldrige Asset Management
Pennsylvania
$16K
AF
137
Advisornet Financial
Minnesota
$11.7K +$604 +27 +5%
FGAM
138
Financial Gravity Asset Management
Texas
$4.88K
MWM
139
Mascoma Wealth Management
New Hampshire
$4.03K
JP Morgan Chase
140
JP Morgan Chase
New York
$4K -$495K -22,137 -99%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.48K +$3.45K +154 +15,400%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$3.42K +$3.2M +142,839 +1,476%
TCOV
143
Trust Company of Vermont
Vermont
$2.94K
TRCT
144
Tower Research Capital (TRC)
New York
$1K +$537 +24 New
HighTower Advisors
145
HighTower Advisors
Illinois
-$1.82M -82,699 Closed
WAM
146
Warberg Asset Management
Illinois
-$884K -39,950 Closed
BAM
147
BOS Asset Management
Illinois
-$549K -24,800 Closed
BFA
148
Beaumont Financial Advisors
Massachusetts
-$312K -14,102 Closed
Truist Financial
149
Truist Financial
North Carolina
-$219K -9,919 Closed
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
-$33K -1,497 Closed

BSJO Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2023, worth a combined $413M — up 25% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 11 closed out — a net gain of 5 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $40.9M. The largest seller was Gradient Investments, cutting an estimated $7.51M.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $413M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $40.9M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2023 was Gradient Investments, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2023.