We are live on ! Find out more
BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Delisted

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

Back to rankings

98 hedge funds and large institutions have $203M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $168M → $203M (+$34.3M)

10% more funds holding

Funds holding: 89 → 98 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
49
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$11.5M
2
Wells Fargo
Wells Fargo
California
+$7.54M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5.4M
4
Morgan Stanley
Morgan Stanley
New York
+$3.49M
5
OMC
Old Mission Capital
Illinois
+$2.11M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.51M
2
FTUS
Flow Traders U.S.
New York
-$2M
3
GIA
Gladstone Institutional Advisory
Florida
-$909K
4
HIP
HUB Investment Partners
Texas
-$875K
5
Citadel Advisors
Citadel Advisors
Florida
-$809K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.1M +$887K +35,331 +4%
Wells Fargo
2
Wells Fargo
California
$20.5M +$7.54M +300,466 +58%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$3.49M +139,021 +39%
IWC
4
Integrated Wealth Concepts
Massachusetts
$12M +$5.4M +215,028 +82%
AWM
5
Avior Wealth Management
Nebraska
$11.5M +$11.5M +457,843 New
IF
6
Ironwood Financial
Arizona
$9.02M +$214K +8,536 +2%
AP
7
Atwood & Palmer
Missouri
$8.2M +$138K +5,494 +2%
SIC
8
SFE Investment Counsel
California
$7.11M +$561K +22,332 +9%
LPL Financial
9
LPL Financial
California
$6.3M +$979K +39,003 +18%
Bank of America
10
Bank of America
North Carolina
$4.4M +$228K +9,090 +5%
SEEDPG
11
S.E.E.D. Planning Group
New York
$4.39M +$415K +16,514 +10%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.25M +$282K +11,228 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.15M +$1.02M +40,595 +32%
PWSG
14
Pacific Wealth Strategies Group
California
$4.12M +$821K +32,701 +25%
CA
15
Cetera Advisors
Colorado
$3.49M +$718K +28,607 +26%
CIC
16
Carnegie Investment Counsel
Ohio
$3.33M +$784K +31,244 +31%
GI
17
Gradient Investments
Minnesota
$2.79M -$339K -13,510 -11%
MCP
18
Mirador Capital Partners
California
$2.71M +$128K +5,101 +5%
P
19
Paradiem
Louisiana
$2.69M +$20.5K +816 +0.8%
OIM
20
Oder Investment Management
California
$2.67M +$241K +9,616 +10%
KIG
21
Kessler Investment Group
Indiana
$2.63M +$14.5K +578 +0.6%
PFS
22
Prospera Financial Services
Texas
$2.63M +$156K +6,232 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.22M +$12.5K +497 +0.6%
OMC
24
Old Mission Capital
Illinois
$2.1M +$2.11M +84,004 New
BAM
25
Banta Asset Management
California
$2.1M – – –
1
2 3 4 5

BSJO Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2021, worth a combined $203M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 7 closed out — a net gain of 10 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.51M.

  • 98 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $203M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2021 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2021 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2021.