Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
BSJO was delisted on the 13th of December, 2024.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$26.3M |
| 2 |
Morgan Stanley
New York
|
+$20.2M |
| 3 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
+$19.8M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$8.22M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.87M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.62M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
-$1.61M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.6M |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$113K | -5,043 | Closed |
|
|
SSWM
177
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$43.3K | -1,927 | Closed |
|
|
BWS
178
Buck Wealth Strategies
Denver,
Colorado
| – | -$34.1K | -1,516 | Closed |
|
|
CWC
179
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$226 | -10 | Closed |
|
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.