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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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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: 157 → 158 (+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: 5 → 4 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SIAS
Summit Investment Advisory Services
Minnesota
+$8.97M
2
DIM
Delta Investment Management
California
+$4.17M
3
Jane Street
Jane Street
New York
+$2.55M
4
KAS
Kestra Advisory Services
Texas
+$2.05M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$10.5M
2
OSNBOA
Old Second National Bank of Aurora
Illinois
-$6.13M
3
DP
Denver PWM
Colorado
-$4.7M
4
MCP
Mirador Capital Partners
California
-$2.94M
5
SIC
SFE Investment Counsel
California
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
151
Aspect Partners
Virginia
$6.32K – – –
BFA
152
Brown Financial Advisors
Ohio
$4.73K +$4.73K +208 New
IBOK
153
Independence Bank of Kentucky
Kentucky
$2.98K – – –
TCOV
154
Trust Company of Vermont
Vermont
$2.98K – – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$2.27K +$2.27K +100 New
MFS
156
Mattson Financial Services
Michigan
$2.18K +$2.18K +96 New
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$1.95K +$364 +16 +23%
MTIC
158
Missouri Trust & Investment Company
Missouri
$500 – – –
OSNBOA
159
Old Second National Bank of Aurora
Illinois
– -$6.13M -269,524 Closed
RSA
160
River Street Advisors
Illinois
– -$2.42M -106,286 Closed
IAS
161
IMA Advisory Services
Colorado
– -$2.08M -91,624 Closed
FTUS
162
Flow Traders U.S.
New York
– -$1.46M -64,163 Closed
GCP
163
Gill Capital Partners
Colorado
– -$1.37M -60,245 Closed
WA
164
Wealthstar Advisors
Texas
– -$420K -18,495 Closed
EH
165
Equitable Holdings
New York
– -$323K -14,194 Closed
FIM
166
Freedom Investment Management
Connecticut
– -$235K -10,337 Closed
GFG
167
Goldstone Financial Group
Illinois
– -$213K -9,370 Closed
SRC
168
Shufro Rose & Co
New York
– -$205K -9,000 Closed
AF
169
Allworth Financial
California
– -$101K -4,434 Closed
YDMI
170
Y.D. More Investments
Israel
– -$31.7K -1,408 Closed
MWM
171
Mascoma Wealth Management
New Hampshire
– -$4.09K -180 Closed
FGAM
172
Financial Gravity Asset Management
Texas
– -$2.69K -119 Closed
Fidelity Investments
173
Fidelity Investments
Massachusetts
– -$23 -1 Closed
3 4 5 6
7

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.