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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

74 hedge funds and large institutions have $116M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

53% more capital invested

Capital invested by funds: $75.7M → $116M (+$40.3M)

28% more funds holding

Funds holding: 5874 (+16)

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
29
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.8M +$8.02M +326,286 +221%
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.05M -$440K -17,924 -6%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.27M +$715K +29,112 +13%
AP
4
Atwood & Palmer
Missouri
$6M +$5.65M +229,870 +2,094%
Morgan Stanley
5
Morgan Stanley
New York
$5.93M +$389K +15,850 +7%
Jane Street
6
Jane Street
New York
$5.72M +$5.64M +229,748 New
SIC
7
SFE Investment Counsel
California
$5.46M +$1.21M +49,352 +29%
LPL Financial
8
LPL Financial
California
$5.45M +$2.02M +82,134 +60%
UBS Group
9
UBS Group
Switzerland
$4.28M +$178K +7,238 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.34M -$92.4K -3,763 -3%
SEEDPG
11
S.E.E.D. Planning Group
New York
$3.34M +$540K +21,980 +20%
PWSG
12
Pacific Wealth Strategies Group
California
$3.29M +$229K +9,331 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.16M +$3.12M +126,815 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.94M +$19.6K +796 +0.7%
Bank of America
15
Bank of America
North Carolina
$2.74M +$281K +11,448 +12%
P
16
Paradiem
Louisiana
$2.5M +$2.47M +100,681 New
CA
17
Cetera Advisors
Colorado
$1.94M +$4.99K +203 +0.3%
BCM
18
Brookstone Capital Management
Illinois
$1.88M -$87.1K -3,547 -4%
PFS
19
Prospera Financial Services
Texas
$1.87M +$1.85M +75,131 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.81M -$46.7K -1,901 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.8M +$249K +10,131 +16%
FI
22
FormulaFolio Investments
Michigan
$1.8M +$1.78M +72,266 New
AIC
23
Ameritas Investment Company
Nebraska
$1.77M +$1.75M +71,065 New
BCM
24
BlueCrest Capital Management
Jersey
$1.71M +$1.68M +68,456 New
ACM
25
AlphaStar Capital Management
North Carolina
$1.58M -$50.2K -2,044 -3%

BSJO Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2020, worth a combined $116M — up 53% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSJO positions and 4 closed out — a net gain of 17 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 74 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $116M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2020, up 53% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $8.02M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2020.