BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Overview Fund Activity
Delisted

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

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164 hedge funds and large institutions have $574M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
77
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
MCP
3
Mirador Capital Partners
California
$76.8M
4
ADL
4
Asset Dedication LLC
California
$14.3M
5
UBS Group
5
UBS Group
Switzerland
$37.3M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$9.28M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$10.2M
3
DP
3
Denver PWM
Colorado
$0
4
EH
4
Equitable Holdings
New York
$695K
5
IF
5
Ironwood Financial
Arizona
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$261K 11,475 -721 -6%
MF
127
Meridian Financial
Massachusetts
$255K 11,245 +394 +4%
GFG
128
Goldstone Financial Group
Illinois
$249K 10,968 -2,309 -17%
BRWA
129
B. Riley Wealth Advisors
Florida
$244K 10,761 -5,798 -35%
KFI
130
Key Financial Inc
Pennsylvania
$242K 10,640 +4,402 +71%
TCA
131
Transcend Capital Advisors
New Jersey
$239K 10,500 -1,000 -9%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$233K 10,259 +10,259 New
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$206K 9,048 – –
TT
134
TI-Trust
Illinois
$203K 8,940 – –
SRC
135
Shufro Rose & Co
New York
$202K 9,000 – –
CCP
136
Carmel Capital Partners
California
$201K 8,850 +2,500 +39%
FF
137
Friedenthal Financial
New Jersey
$194K 8,532 +8,532 New
NSG
138
Nalls Sherbakoff Group
Tennessee
$181K 7,953 +7 +0.1%
CFD
139
Creative Financial Designs
Indiana
$130K 5,733 – –
LFG
140
Larson Financial Group
Missouri
$126K 5,550 +5,550 New
TVAMP
141
Tennessee Valley Asset Management Partners
Tennessee
$122K 5,369 +5,369 New
AP
142
Atwood & Palmer
Missouri
$119K 5,250 -1,052 -17%
GRP
143
Global Retirement Partners
California
$101K 4,451 -1,252 -22%
AF
144
Allworth Financial
California
$101K 4,434 -365 -8%
AIM
145
Anchor Investment Management
South Carolina
$54.5K 2,400 – –
BWM
146
BKM Wealth Management
Wisconsin
$53.5K 2,355 +2,355 New
YDMI
147
Y.D. More Investments
Israel
$31.6K 1,408 +1,408 New
PTC
148
Private Trust Company
Ohio
$28.7K 1,262 -1,013 -45%
PS
149
Principal Securities
Iowa
$24.8K 1,091 +1,091 New
IBOK
150
Independence Bank of Kentucky
Kentucky
$21K 926 – –
4 5
6
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