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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 $423M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 143 → 146 (+3)

2% more capital invested

Capital invested by funds: $413M → $423M (+$10.3M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
57
Reduced
56
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$23.8M
2
MCP
Mirador Capital Partners
California
+$20.1M
3
CFO
Collective Family Office
Pennsylvania
+$4.94M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.93M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.7M
2
IAS
IMA Advisory Services
Colorado
-$8.35M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$3.58M
4
SPIA
Steward Partners Investment Advisory
New York
-$3.45M
5
GI
Gradient Investments
Minnesota
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
126
Carmel Capital Partners
California
$199K -$19.5K -871 -9%
NSG
127
Nalls Sherbakoff Group
Tennessee
$184K +$90 +4 +0%
GRP
128
Global Retirement Partners
California
$148K -$64K -2,859 -30%
CFD
129
Creative Financial Designs
Indiana
$129K – – –
GWM
130
Geneos Wealth Management
Colorado
$125K +$31.3K +1,400 +34%
AF
131
Allworth Financial
California
$108K +$107K +4,793 New
KFI
132
Key Financial Inc
Pennsylvania
$100K – – –
WOSD
133
WFA of San Diego
California
$92.2K -$1.91M -85,268 -95%
AIM
134
Anchor Investment Management
South Carolina
$54K – – –
BFEC
135
Benjamin F. Edwards & Company
Missouri
$50K -$56K -2,500 -53%
PTC
136
Private Trust Company
Ohio
$31.2K – – –
IBOK
137
Independence Bank of Kentucky
Kentucky
$20.8K – – –
RFG
138
RFP Financial Group
Georgia
$18.5K +$18.5K +825 New
TRCT
139
Tower Research Capital (TRC)
New York
$13.5K +$12.9K +577 +2,404%
AF
140
Advisornet Financial
Minnesota
$11.7K – – –
MTIC
141
Missouri Trust & Investment Company
Missouri
$6.7K +$6.67K +298 New
MWM
142
Mascoma Wealth Management
New Hampshire
$4.07K – – –
TCOV
143
Trust Company of Vermont
Vermont
$2.94K – – –
JP Morgan Chase
144
JP Morgan Chase
New York
$1.55K -$1.97K -88 -56%
FGAM
145
Financial Gravity Asset Management
Texas
$886 – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$360 +$358 +16 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$22 -$3.45K -154 -99%
OMC
148
Old Mission Capital
Illinois
– -$1.43M -63,576 Closed
CHAM
149
Clear Harbor Asset Management
Connecticut
– -$1.04M -46,150 Closed
B
150
Bellecapital
Switzerland
– -$895K -39,873 Closed
3 4 5
6
7

BSJO Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2023, worth a combined $423M — up 2.5% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJO positions and 10 closed out — a net gain of 4 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was UBS Group, adding an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $423M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2023 was UBS Group, an estimated $23.8M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2023.