Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
BSJO was delisted on the 13th of December, 2024.
113 hedge funds and large institutions have $275M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
92% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 26
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more capital invested
Capital invested by funds: $203M → $275M (+$72.9M)
15% more funds holding
Funds holding: 98 → 113 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$13.4M |
| 2 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
+$11.3M |
| 3 |
MP
McDonald Partners
Cleveland,
Ohio
|
+$6.36M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.77M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$5.48M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$643K |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$502K |
BSJO Hedge Fund Activity: Q4 2021 in Review
113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2021, worth a combined $275M — up 36% from $203M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSJO positions and 5 closed out — a net gain of 17 holders — while 50 added to existing stakes and 26 trimmed.
The largest buyer was Stifel Financial, adding an estimated $13.4M. The largest seller was Avior Wealth Management, cutting an estimated $5.48M.
- 113 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2021, up from 98 in Q3 2021.
- Funds reported $275M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2021, up 36% quarter-over-quarter.
- 22 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2021 and 5 closed out, a net change of +17 holders.
- The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2021 was Stifel Financial, an estimated $13.4M added.
- The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2021 was Avior Wealth Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q4 2021.