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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

9% more capital invested

Capital invested by funds: $423M → $463M (+$39.5M)

6% more funds holding

Funds holding: 146155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
126
Meridian Financial
Massachusetts
$244K +$23.7K +1,052 +11%
WHCI
127
W.H. Cornerstone Investments
Massachusetts
$228K -$30.6K -1,358 -12%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$203K +$113 +5 +0.1%
SRC
129
Shufro Rose & Co
New York
$202K
TT
130
TI-Trust
Illinois
$201K
KPWS
131
Kestra Private Wealth Services
Texas
$200K +$201K +8,910 New
NSG
132
Nalls Sherbakoff Group
Tennessee
$179K -$6.73K -299 -4%
CCP
133
Carmel Capital Partners
California
$143K -$56.3K -2,500 -28%
AP
134
Atwood & Palmer
Missouri
$142K -$2.95M -131,239 -95%
KFI
135
Key Financial Inc
Pennsylvania
$140K +$39.9K +1,770 +40%
CFD
136
Creative Financial Designs
Indiana
$129K
GRP
137
Global Retirement Partners
California
$128K -$20.2K -896 -14%
Legacy Financial Group (Iowa)
138
Legacy Financial Group (Iowa)
Iowa
$113K +$114K +5,043 New
AF
139
Allworth Financial
California
$108K +$135 +6 +0.1%
AIM
140
Anchor Investment Management
South Carolina
$54K
PTC
141
Private Trust Company
Ohio
$51.2K +$19.9K +885 +64%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$43.3K +$43.4K +1,927 New
BWS
143
Buck Wealth Strategies
Colorado
$34.1K +$34.1K +1,516 New
IBOK
144
Independence Bank of Kentucky
Kentucky
$20.8K
RFG
145
RFP Financial Group
Georgia
$18.5K
TRCT
146
Tower Research Capital (TRC)
New York
$13.5K
AF
147
Advisornet Financial
Minnesota
$11.7K
FGAM
148
Financial Gravity Asset Management
Texas
$5.27K +$4.82K +214 +973%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$5K -$45K -2,000 -89%
MWM
150
Mascoma Wealth Management
New Hampshire
$4.05K

BSJO Hedge Fund Activity: Q3 2023 in Review

155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2023, worth a combined $463M — up 9.3% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 8 closed out — a net gain of 10 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Mirador Capital Partners, adding an estimated $24.3M. The largest seller was UBS Group, cutting an estimated $2.97M.

  • 155 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $463M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2023 was Mirador Capital Partners, an estimated $24.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2023 was UBS Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2023.