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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

22 hedge funds and large institutions have $25.2M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

47% more funds holding

Funds holding: 1522 (+7)

40% more capital invested

Capital invested by funds: $18M → $25.2M (+$7.26M)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$12.2M +$1.36M +54,696 +12%
MCP
2
Mirador Capital Partners
California
$3.04M +$3.07M +123,500 New
BCM
3
Bluefin Capital Management
New York
$2.22M +$2.25M +90,389 New
Jane Street
4
Jane Street
New York
$2M +$907K +36,510 +81%
Wells Fargo
5
Wells Fargo
California
$1.65M +$102K +4,121 +7%
CA
6
Cetera Advisors
Colorado
$792K +$801K +32,242 New
WI
7
WrapManager Inc
California
$769K +$575K +23,165 +285%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$361K +$27.2K +1,095 +8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$319K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$302K -$16.8K -677 -5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$272K +$275K +11,080 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$257K +$260K +10,475 New
Morgan Stanley
13
Morgan Stanley
New York
$196K +$21.6K +870 +12%
AIM
14
Anchor Investment Management
South Carolina
$195K
UBS Group
15
UBS Group
Switzerland
$176K -$15.3K -614 -8%
AG
16
Advisor Group
Arizona
$173K -$42.4K -1,706 -19%
Bank of America
17
Bank of America
North Carolina
$164K -$1.21M -48,535 -88%
SBL
18
Sargent Bickham Lagudis
Colorado
$48K +$48.9K +1,970 New
1IA
19
1834 Investment Advisors
Wisconsin
$44K +$44.7K +1,800 New
GWM
20
Geneos Wealth Management
Colorado
$33K +$33.9K +1,365 New
ADL
21
Asset Dedication LLC
California
$16K +$16K +643 New
APA
22
American Portfolios Advisors
New York
$11.9K +$12K +485 New
FAG
23
Financial Advisory Group
Texas
-$495K -24,405 Closed
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
-$231K -9,315 Closed
LPL Financial
25
LPL Financial
California
-$201K -8,077 Closed

BSJO Hedge Fund Activity: Q2 2018 in Review

22 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2018, worth a combined $25.2M — up 40% from $18M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJO positions and 3 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Mirador Capital Partners, opening a new position worth an estimated $3.07M. The largest seller was Bank of America, cutting an estimated $1.21M.

  • 22 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2018, up from 15 in Q1 2018.
  • Funds reported $25.2M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2018, up 40% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2018 and 3 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2018 was Mirador Capital Partners, an estimated $3.07M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2018 was Bank of America, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2018.