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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

58 hedge funds and large institutions have $75.7M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $75M → $75.7M (+$773K)

5% less funds holding

Funds holding: 6158 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
30
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$7.26M +$6.81M +281,902 +1,474%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.37M +$536K +22,208 +11%
Morgan Stanley
3
Morgan Stanley
New York
$5.36M +$265K +10,989 +5%
SIC
4
SFE Investment Counsel
California
$4.1M +$402K +16,662 +11%
UBS Group
5
UBS Group
Switzerland
$3.96M +$3.4M +140,741 +594%
Wells Fargo
6
Wells Fargo
California
$3.56M +$1.22M +50,636 +52%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.32M +$401K +16,604 +14%
LPL Financial
8
LPL Financial
California
$3.29M +$363K +15,024 +12%
PWSG
9
Pacific Wealth Strategies Group
California
$2.96M +$413K +17,099 +16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.82M -$6.6M -273,243 -70%
SEEDPG
11
S.E.E.D. Planning Group
New York
$2.7M +$2.7M +111,895 New
Bank of America
12
Bank of America
North Carolina
$2.37M -$33.5K -1,387 -1%
BCM
13
Brookstone Capital Management
Illinois
$1.9M +$33.6K +1,392 +2%
CA
14
Cetera Advisors
Colorado
$1.87M +$11.9K +494 +0.6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.8M +$977K +40,445 +119%
ACM
16
AlphaStar Capital Management
North Carolina
$1.59M -$231K -9,545 -13%
Citadel Advisors
17
Citadel Advisors
Florida
$1.58M -$915K -37,895 -37%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.5M +$193K +7,972 +15%
KAS
19
Kestra Advisory Services
Texas
$1.39M +$1.39M +57,749 New
KIG
20
Kessler Investment Group
Indiana
$1.31M -$5.99K -248 -0.5%
BFA
21
Beaumont Financial Advisors
Massachusetts
$1.26M -$94.8K -3,924 -7%
Stifel Financial
22
Stifel Financial
Missouri
$979K +$981K +40,625 New
FA
23
FCG Advisors
New Jersey
$962K +$2.1K +87 +0.2%
MCP
24
Mirador Capital Partners
California
$872K +$400K +16,573 +85%
SPC
25
Sigma Planning Corp
Michigan
$865K +$33.7K +1,397 +4%

BSJO Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2020, worth a combined $75.7M — up 1% from $75M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSJO and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 30 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $6.81M. The largest seller was United Capital Financial Advisors, cutting an estimated $7.19M.

  • 58 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2020, down from 61 in Q2 2020.
  • Funds reported $75.7M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2020, up 1% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2020 and 8 closed out, a net change of -3 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2020 was Integrated Wealth Concepts, an estimated $6.81M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2020 was United Capital Financial Advisors, an estimated $7.19M sold.

Based on aggregated 13F filings for Q3 2020.