We are live on ! Find out more
BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

29 hedge funds and large institutions have $41.2M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

63% more capital invested

Capital invested by funds: $25.2M → $41.2M (+$15.9M)

32% more funds holding

Funds holding: 2229 (+7)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$12.4M +$96.3K +3,884 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.1M +$12.1M +487,666 New
Jane Street
3
Jane Street
New York
$4.02M +$1.98M +79,939 +98%
MCP
4
Mirador Capital Partners
California
$3.19M +$120K +4,853 +4%
Wells Fargo
5
Wells Fargo
California
$2.17M +$494K +19,920 +30%
CA
6
Cetera Advisors
Colorado
$1.08M +$278K +11,200 +35%
WI
7
WrapManager Inc
California
$912K +$133K +5,346 +17%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$837K +$834K +33,637 New
BCM
9
Bluefin Capital Management
New York
$788K -$1.46M -58,724 -65%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$365K
IF
11
Ironwood Financial
Arizona
$357K +$356K +14,339 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$350K +$89K +3,587 +34%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$300K -$18.4K -742 -6%
IWC
14
Integrated Wealth Concepts
Massachusetts
$277K
SWM
15
Segment Wealth Management
Texas
$277K +$276K +11,122 New
Bank of America
16
Bank of America
North Carolina
$253K +$87.1K +3,513 +53%
Morgan Stanley
17
Morgan Stanley
New York
$215K +$17.1K +689 +9%
UBS Group
18
UBS Group
Switzerland
$211K +$32.2K +1,300 +18%
LPL Financial
19
LPL Financial
California
$204K +$203K +8,190 New
SI
20
Stephens Inc
Arkansas
$201K +$200K +8,075 New
AIM
21
Anchor Investment Management
South Carolina
$198K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$156K -$149K -6,013 -49%
IA
23
IFP Advisors
Florida
$53K +$52.9K +2,133 New
SBL
24
Sargent Bickham Lagudis
Colorado
$49K
1IA
25
1834 Investment Advisors
Wisconsin
$45K

BSJO Hedge Fund Activity: Q3 2018 in Review

29 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2018, worth a combined $41.2M — up 63% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSJO positions and 0 closed out — a net gain of 7 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Bluefin Capital Management, cutting an estimated $1.46M.

  • 29 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2018, up from 22 in Q2 2018.
  • Funds reported $41.2M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2018, up 63% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2018 and 0 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2018 was Bluefin Capital Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2018.