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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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41 hedge funds and large institutions have $43.5M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $37.7M → $43.5M (+$5.82M)

11% more funds holding

Funds holding: 37 → 41 (+4)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.57M
2
ACM
AlphaStar Capital Management
North Carolina
+$1.07M
3
Citadel Advisors
Citadel Advisors
Florida
+$782K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$769K
5
Wells Fargo
Wells Fargo
California
+$679K

Top Sellers

1
MCP
Mirador Capital Partners
California
-$2.93M
2
Jane Street
Jane Street
New York
-$1.74M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$287K
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$96K
5
AIC
Ameritas Investment Company
Nebraska
-$86K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$12.8M +$105K +4,301 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.6M +$115K +4,675 +0.9%
Wells Fargo
3
Wells Fargo
California
$1.94M +$679K +27,691 +55%
Bank of America
4
Bank of America
North Carolina
$1.93M +$1.57M +63,867 +468%
ACM
5
AlphaStar Capital Management
North Carolina
$1.31M +$1.07M +43,495 +480%
CA
6
Cetera Advisors
Colorado
$1.31M -$26.5K -1,081 -2%
WI
7
WrapManager Inc
California
$1.18M +$328K +13,378 +40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.04M +$499K +20,330 +96%
Citadel Advisors
9
Citadel Advisors
Florida
$795K +$782K +31,874 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$783K +$769K +31,379 New
BCM
11
Bluefin Capital Management
New York
$741K +$53.6K +2,186 +8%
Morgan Stanley
12
Morgan Stanley
New York
$684K +$350K +14,291 +109%
IF
13
Ironwood Financial
Arizona
$608K +$138K +5,645 +30%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$603K +$176K +7,178 +42%
EWM
15
Empirical Wealth Management
Washington
$555K +$545K +22,235 New
SWM
16
Segment Wealth Management
Texas
$542K +$217K +8,862 +69%
LPL Financial
17
LPL Financial
California
$456K +$26.5K +1,080 +6%
SIC
18
SFE Investment Counsel
California
$432K +$425K +17,324 New
Jane Street
19
Jane Street
New York
$374K -$1.74M -70,935 -83%
UBS Group
20
UBS Group
Switzerland
$353K +$123K +5,012 +55%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$350K +$23.4K +956 +7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$332K +$73.5K +2,997 +29%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$329K – – –
SI
24
Stephens Inc
Arkansas
$232K +$228K +9,292 New
MCP
25
Mirador Capital Partners
California
$228K -$2.93M -119,564 -93%
1
2

BSJO Hedge Fund Activity: Q1 2019 in Review

41 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2019, worth a combined $43.5M — up 15% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJO positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $1.57M. The largest seller was Mirador Capital Partners, cutting an estimated $2.93M.

  • 41 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2019, up from 37 in Q4 2018.
  • Funds reported $43.5M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2019 and 5 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2019 was Bank of America, an estimated $1.57M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2019 was Mirador Capital Partners, an estimated $2.93M sold.

Based on aggregated 13F filings for Q1 2019.