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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
RFG
151
RFP Financial Group
Georgia
$18.7K – – –
BFEC
152
Benjamin F. Edwards & Company
Missouri
$17K +$11.9K +529 +220%
AF
153
Advisornet Financial
Minnesota
$14.1K +$2.28K +101 +19%
TRCT
154
Tower Research Capital (TRC)
New York
$13.7K – – –
HGA
155
Hobbs Group Advisors
South Carolina
$11.3K +$11.2K +496 New
FGAM
156
Financial Gravity Asset Management
Texas
$10.6K +$5.32K +236 +100%
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.04K +312 New
PCM
158
Penserra Capital Management
California
$7K +$7.33K +325 New
AP
159
Aspect Partners
Virginia
$6.32K +$6.27K +278 New
MWM
160
Mascoma Wealth Management
New Hampshire
$4.09K – – –
TCOV
161
Trust Company of Vermont
Vermont
$2.98K – – –
JP Morgan Chase
162
JP Morgan Chase
New York
$1.57K – – –
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$1.36K – – –
MTIC
164
Missouri Trust & Investment Company
Missouri
$500 – – –
DP
165
Denver PWM
Colorado
– -$1.61M -71,861 Closed
SF
166
Synovus Financial
Georgia
– -$1.23M -54,674 Closed
Mariner
167
Mariner
Kansas
– -$1.13M -50,110 Closed
SPC
168
Sigma Planning Corp
Michigan
– -$1.1M -48,969 Closed
CIC
169
Carnegie Investment Counsel
Ohio
– -$850K -37,808 Closed
Invesco
170
Invesco
Georgia
– -$772K -34,329 Closed
FTUS
171
Flow Traders U.S.
New York
– -$567K -25,227 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$456K -20,260 Closed
WANY
173
Wealthspire Advisors (New York)
New York
– -$406K -18,040 Closed
LA
174
Latitude Advisors
Florida
– -$273K -12,154 Closed
WHCI
175
W.H. Cornerstone Investments
Massachusetts
– -$228K -10,148 Closed
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.