Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
BSJO was delisted on the 13th of December, 2024.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$23.8M |
| 2 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
+$20.1M |
| 3 |
CFO
Collective Family Office
York,
Pennsylvania
|
+$4.94M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.93M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$36.7M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$8.35M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.58M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.45M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
151
Denver Wealth Management
Denver,
Colorado
| – | -$641K | -28,547 | Closed |
|
|
ACM
152
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$566K | -25,206 | Closed |
|
|
HF
153
HRT Financial
New York
| – | -$322K | -14,373 | Closed |
|
154
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$239K | -10,625 | Closed |
|
|
AAS
155
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$201K | -8,956 | Closed |
|
|
NFSG
156
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$121K | -5,384 | Closed |
|
|
SWM
157
Spire Wealth Management
Mclean,
Virginia
| – | -$17.5K | -779 | Closed |
|
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.