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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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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.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $463M → $574M (+$111M)

6% more funds holding

Funds holding: 155 → 164 (+9)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.39%
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

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$26.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
MCP
Mirador Capital Partners
California
+$19.8M
4
ADL
Asset Dedication LLC
California
+$8.22M
5
UBS Group
UBS Group
Switzerland
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.87M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1.62M
3
DP
Denver PWM
Colorado
-$1.61M
4
EH
Equitable Holdings
New York
-$1.6M
5
IF
Ironwood Financial
Arizona
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$261K -$16.3K -721 -6%
MF
127
Meridian Financial
Massachusetts
$255K +$8.89K +394 +4%
GFG
128
Goldstone Financial Group
Illinois
$249K -$52.1K -2,309 -17%
BRWA
129
B. Riley Wealth Advisors
Florida
$244K -$131K -5,798 -35%
KFI
130
Key Financial Inc
Pennsylvania
$242K +$99.3K +4,402 +71%
TCA
131
Transcend Capital Advisors
New Jersey
$239K -$22.6K -1,000 -9%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$233K +$231K +10,259 New
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$206K – – –
TT
134
TI-Trust
Illinois
$203K – – –
SRC
135
Shufro Rose & Co
New York
$202K – – –
CCP
136
Carmel Capital Partners
California
$201K +$56.4K +2,500 +39%
FF
137
Friedenthal Financial
New Jersey
$194K +$192K +8,532 New
NSG
138
Nalls Sherbakoff Group
Tennessee
$181K +$158 +7 +0.1%
CFD
139
Creative Financial Designs
Indiana
$130K – – –
LFG
140
Larson Financial Group
Missouri
$126K +$125K +5,550 New
TVAMP
141
Tennessee Valley Asset Management Partners
Tennessee
$122K +$121K +5,369 New
AP
142
Atwood & Palmer
Missouri
$119K -$23.7K -1,052 -17%
GRP
143
Global Retirement Partners
California
$101K -$28.2K -1,252 -22%
AF
144
Allworth Financial
California
$101K -$8.23K -365 -8%
AIM
145
Anchor Investment Management
South Carolina
$54.5K – – –
BWM
146
BKM Wealth Management
Wisconsin
$53.5K +$53.1K +2,355 New
YDMI
147
Y.D. More Investments
Israel
$31.6K +$31.8K +1,408 New
PTC
148
Private Trust Company
Ohio
$28.7K -$22.8K -1,013 -45%
PS
149
Principal Securities
Iowa
$24.8K +$24.6K +1,091 New
IBOK
150
Independence Bank of Kentucky
Kentucky
$21K – – –
4 5
6
7 8

BSJO Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2023, worth a combined $574M — up 24% from $463M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSJO positions and 15 closed out — a net gain of 10 holders — while 77 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $26.3M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.87M.

  • 164 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $574M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2023 and 15 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $26.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2023.