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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

62 hedge funds and large institutions have $83.3M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $70.1M → $83.3M (+$13.2M)

2% more funds holding

Funds holding: 6162 (+1)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M -$1.06M -43,362 -8%
UCFA
2
United Capital Financial Advisors
Texas
$11.1M -$734K -30,031 -6%
Jane Street
3
Jane Street
New York
$9.49M +$10.4M +427,400 New
HighTower Advisors
4
HighTower Advisors
Illinois
$4.19M +$4.62M +188,880 New
Morgan Stanley
5
Morgan Stanley
New York
$3.95M +$1.18M +48,221 +37%
FTUS
6
Flow Traders U.S.
New York
$3.26M +$2.78M +113,891 +346%
LPL Financial
7
LPL Financial
California
$2.86M +$1.74M +71,015 +123%
SIC
8
SFE Investment Counsel
California
$2.66M +$1.06M +43,236 +56%
Citadel Advisors
9
Citadel Advisors
Florida
$2.52M +$2.78M +113,614 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.38M +$322K +13,160 +14%
PWSG
11
Pacific Wealth Strategies Group
California
$2.36M +$549K +22,458 +27%
Bank of America
12
Bank of America
North Carolina
$2.14M +$147K +6,029 +7%
Wells Fargo
13
Wells Fargo
California
$2.05M -$157K -6,439 -7%
ACM
14
AlphaStar Capital Management
North Carolina
$1.89M +$131K +5,374 +7%
BCM
15
Brookstone Capital Management
Illinois
$1.85M +$30.3K +1,241 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.84M +$2.02M +82,783 New
CA
17
Cetera Advisors
Colorado
$1.66M +$87.6K +3,586 +5%
BFA
18
Beaumont Financial Advisors
Massachusetts
$1.4M +$1.06M +43,376 +219%
KIG
19
Kessler Investment Group
Indiana
$1.23M -$18.8K -769 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$962K +$697K +28,538 +193%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$785K +$324K +13,247 +60%
PFS
22
Prospera Financial Services
Texas
$712K +$559K +22,868 +249%
WI
23
WrapManager Inc
California
$678K -$367K -15,010 -33%
FA
24
FCG Advisors
New Jersey
$639K +$423K +17,298 +151%
PAG
25
Private Advisory Group
Washington
$630K +$43.7K +1,790 +7%

BSJO Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2020, worth a combined $83.3M — up 19% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJO positions and 7 closed out — a net gain of 3 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.4M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.44M sold.

  • 62 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2020, up from 61 in Q4 2019.
  • Funds reported $83.3M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $10.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2020.