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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

82 hedge funds and large institutions have $159M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

37% more capital invested

Capital invested by funds: $116M → $159M (+$42.8M)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

11% more funds holding

Funds holding: 7482 (+8)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
30
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21M +$16.7M +668,810 +390%
Wells Fargo
2
Wells Fargo
California
$11.5M -$357K -14,341 -3%
IF
3
Ironwood Financial
Arizona
$8.19M +$7.68M +308,239 +1,584%
AP
4
Atwood & Palmer
Missouri
$8.04M +$2.02M +81,225 +34%
Morgan Stanley
5
Morgan Stanley
New York
$7.79M +$1.83M +73,634 +31%
IWC
6
Integrated Wealth Concepts
Massachusetts
$6.64M -$428K -17,180 -6%
LPL Financial
7
LPL Financial
California
$6.3M +$837K +33,598 +15%
SIC
8
SFE Investment Counsel
California
$6M +$516K +20,722 +9%
AA
9
Advisory Alpha
Michigan
$5.08M +$5.07M +203,278 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.88M +$2.07M +83,055 +115%
Bank of America
11
Bank of America
North Carolina
$3.88M +$1.13M +45,315 +41%
SEEDPG
12
S.E.E.D. Planning Group
New York
$3.77M +$425K +17,049 +13%
BCM
13
BlueCrest Capital Management
Jersey
$3.48M +$1.77M +71,068 +104%
GI
14
Gradient Investments
Minnesota
$3.48M +$3.14M +125,841 +929%
PWSG
15
Pacific Wealth Strategies Group
California
$3.43M +$135K +5,400 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.9M -$45.2K -1,814 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.89M +$1.07M +42,895 +59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.61M -$740K -29,709 -22%
P
19
Paradiem
Louisiana
$2.52M -$5.88K -236 -0.2%
HIP
20
HUB Investment Partners
Texas
$2.45M +$2.19M +87,879 +857%
CA
21
Cetera Advisors
Colorado
$2.35M +$404K +16,208 +21%
PFS
22
Prospera Financial Services
Texas
$2.32M +$444K +17,837 +24%
OIM
23
Oder Investment Management
California
$2.17M +$1.42M +57,038 +190%
CIC
24
Carnegie Investment Counsel
Ohio
$2.04M +$1.06M +42,700 +109%
BAM
25
Banta Asset Management
California
$1.94M +$1.93M +77,600 New

BSJO Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2021, worth a combined $159M — up 37% from $116M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 12 closed out — a net gain of 8 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was HighTower Advisors, cutting an estimated $4.88M.

  • 82 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2021, up from 74 in Q4 2020.
  • Funds reported $159M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2021, up 37% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2021 and 12 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2021 was UBS Group, an estimated $16.7M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2021 was HighTower Advisors, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2021.