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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

61 hedge funds and large institutions have $70.1M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $53M → $70.1M (+$17.2M)

27% more funds holding

Funds holding: 4861 (+13)

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.2M +$204K +8,120 +1%
UCFA
2
United Capital Financial Advisors
Texas
$13.5M -$444K -17,621 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.31M +$735K +29,205 +29%
Wells Fargo
4
Wells Fargo
California
$2.52M +$305K +12,117 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.4M +$250K +9,925 +12%
Bank of America
6
Bank of America
North Carolina
$2.3M +$83.6K +3,321 +4%
PWSG
7
Pacific Wealth Strategies Group
California
$2.13M +$1.68M +66,740 +393%
BCM
8
Brookstone Capital Management
Illinois
$2.1M +$2.07M +82,253 New
ACM
9
AlphaStar Capital Management
North Carolina
$2.01M +$74.7K +2,969 +4%
SIC
10
SFE Investment Counsel
California
$1.95M +$1.4M +55,791 +268%
MCP
11
Mirador Capital Partners
California
$1.88M +$1.58M +62,951 +577%
CA
12
Cetera Advisors
Colorado
$1.81M +$328K +13,037 +22%
AG
13
Advisor Group
Arizona
$1.58M +$1.45M +57,606 +1,290%
LPL Financial
14
LPL Financial
California
$1.48M +$465K +18,485 +47%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.44M +$126K +5,010 +10%
KIG
16
Kessler Investment Group
Indiana
$1.43M +$1.42M +56,243 New
WI
17
WrapManager Inc
California
$1.16M +$10.9K +432 +1%
SWM
18
Segment Wealth Management
Texas
$983K +$147K +5,830 +18%
FTUS
19
Flow Traders U.S.
New York
$840K +$520K +20,656 +168%
PAG
20
Private Advisory Group
Washington
$678K +$669K +26,589 New
IWP
21
Insight Wealth Partners
Texas
$641K +$633K +25,138 New
MML Investors Services
22
MML Investors Services
Massachusetts
$641K +$633K +25,158 New
EWM
23
Empirical Wealth Management
Washington
$583K +$69.5K +2,759 +14%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$563K +$6.39K +254 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$520K +$66.5K +2,642 +15%

BSJO Hedge Fund Activity: Q4 2019 in Review

61 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2019, worth a combined $70.1M — up 32% from $53M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 4 closed out — a net gain of 13 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $2.07M. The largest seller was Jane Street, exiting entirely with an estimated $822K sold.

  • 61 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $70.1M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2019, up 32% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2019 was Brookstone Capital Management, an estimated $2.07M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2019.