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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

89 hedge funds and large institutions have $168M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 8289 (+7)

6% more capital invested

Capital invested by funds: $159M → $168M (+$9.35M)

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
44
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.3M +$160K +6,373 +0.8%
Wells Fargo
2
Wells Fargo
California
$13M +$1.46M +58,071 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.94M +$1.09M +43,401 +14%
IF
4
Ironwood Financial
Arizona
$8.85M +$603K +24,071 +7%
AP
5
Atwood & Palmer
Missouri
$8.11M -$1.88K -75 -0%
IWC
6
Integrated Wealth Concepts
Massachusetts
$6.61M -$83K -3,309 -1%
SIC
7
SFE Investment Counsel
California
$6.58M +$538K +21,471 +9%
LPL Financial
8
LPL Financial
California
$5.35M -$991K -39,525 -16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.36M +$1.45M +57,679 +50%
Bank of America
10
Bank of America
North Carolina
$4.19M +$284K +11,319 +7%
SEEDPG
11
S.E.E.D. Planning Group
New York
$4M +$199K +7,931 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.98M +$71.6K +2,855 +2%
PWSG
13
Pacific Wealth Strategies Group
California
$3.31M -$145K -5,766 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.15M +$227K +9,042 +8%
GI
15
Gradient Investments
Minnesota
$3.14M -$367K -14,655 -11%
CA
16
Cetera Advisors
Colorado
$2.79M +$418K +16,681 +18%
P
17
Paradiem
Louisiana
$2.68M +$162K +6,469 +6%
KIG
18
Kessler Investment Group
Indiana
$2.63M +$1.53M +60,837 +139%
MCP
19
Mirador Capital Partners
California
$2.6M +$1.78M +70,827 +218%
CIC
20
Carnegie Investment Counsel
Ohio
$2.56M +$498K +19,851 +24%
PFS
21
Prospera Financial Services
Texas
$2.48M +$144K +5,746 +6%
OIM
22
Oder Investment Management
California
$2.44M +$250K +9,970 +11%
FTUS
23
Flow Traders U.S.
New York
$2.42M +$2.18M +86,791 +929%
HIP
24
HUB Investment Partners
Texas
$2.37M -$96.6K -3,855 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.22M -$409K -16,314 -16%

BSJO Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2021, worth a combined $168M — up 5.9% from $159M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 9 closed out — a net gain of 8 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.18M. The largest seller was Advisory Alpha, exiting entirely with an estimated $5.08M sold.

  • 89 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2021, up from 82 in Q1 2021.
  • Funds reported $168M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2021 and 9 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $2.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2021 was Advisory Alpha, an estimated $5.08M sold.

Based on aggregated 13F filings for Q2 2021.