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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

158 hedge funds and large institutions have $435M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 157158 (+1)

10% less capital invested

Capital invested by funds: $483M → $435M (-$47.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
52
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$205K -$851K -37,425 -81%
TT
127
TI-Trust
Illinois
$203K
CCP
128
Carmel Capital Partners
California
$201K
ATPW
129
Ashton Thomas Private Wealth
Arizona
$172K -$1.49M -65,457 -90%
HFS
130
Horizon Financial Services
North Carolina
$140K +$87.3K +3,838 +166%
CFD
131
Creative Financial Designs
Indiana
$130K
Jones Financial Companies
132
Jones Financial Companies
Missouri
$128K +$128K +5,644 New
AP
133
Atwood & Palmer
Missouri
$119K
Comerica Bank
134
Comerica Bank
Texas
$118K -$72.2K -3,173 -38%
GRP
135
Global Retirement Partners
California
$102K +$500 +22 +0.5%
ATS
136
Ashton Thomas Securities
New York
$80.6K +$80.7K +3,548 New
HGA
137
Hobbs Group Advisors
South Carolina
$78.3K +$78.4K +3,445 New
CIAS
138
CBIZ Investment Advisory Services
Ohio
$62.9K +$614 +27 +1%
UWS
139
Unique Wealth Strategies
Illinois
$62.5K +$62.6K +2,750 New
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$48K -$10.5M -460,000 -100%
GI
141
GAMMA Investing
California
$38.5K +$38.6K +1,695 New
TRCT
142
Tower Research Capital (TRC)
New York
$34.2K +$20.5K +903 +150%
PS
143
Principal Securities
Iowa
$24.8K
DP
144
Denver PWM
Colorado
$16.4K -$4.7M -206,669 -100%
CP
145
Camelot Portfolios
Ohio
$15.5K +$15.5K +682 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$15K +$1.98K +87 +15%
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$13K -$13.4K -588 -50%
PTC
148
Private Trust Company
Ohio
$8.97K -$387 -17 -4%
PCM
149
Penserra Capital Management
California
$8K +$7.92K +348 New
AF
150
Advisornet Financial
Minnesota
$7.16K -$6.98K -307 -49%

BSJO Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2024, worth a combined $435M — down 9.9% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJO positions and 15 closed out — a net gain of 3 holders — while 52 added to existing stakes and 72 trimmed.

The largest buyer was Summit Investment Advisory Services, opening a new position worth an estimated $8.97M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $10.5M.

  • 158 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2024, up from 157 in Q1 2024.
  • Funds reported $435M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2024, down 9.9% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2024 was Summit Investment Advisory Services, an estimated $8.97M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.