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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

119 hedge funds and large institutions have $294M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $275M → $294M (+$18.3M)

5% more funds holding

Funds holding: 113119 (+6)

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
50
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$29.1M +$27.3M +1,125,451 +1,156%
UBS Group
2
UBS Group
Switzerland
$28.4M +$7.22M +298,058 +33%
Wells Fargo
3
Wells Fargo
California
$28.4M +$7.35M +303,364 +34%
IWC
4
Integrated Wealth Concepts
Massachusetts
$17.2M +$328K +13,539 +2%
Morgan Stanley
5
Morgan Stanley
New York
$16.1M +$3.78M +156,041 +30%
IF
6
Ironwood Financial
Arizona
$9.53M +$491K +20,283 +5%
AP
7
Atwood & Palmer
Missouri
$8.97M +$636K +26,260 +7%
SIC
8
SFE Investment Counsel
California
$8.91M +$1.16M +47,715 +15%
ACM
9
Absolute Capital Management
Pennsylvania
$6M -$79.3K -3,275 -1%
AWM
10
Avior Wealth Management
Nebraska
$5.71M +$46.1K +1,904 +0.8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.66M +$1.45M +59,804 +34%
LPL Financial
12
LPL Financial
California
$4.78M -$1.95M -80,445 -29%
Bank of America
13
Bank of America
North Carolina
$4.77M +$300K +12,403 +7%
AA
14
Advisory Alpha
Michigan
$4.5M +$499K +20,607 +12%
SEEDPG
15
S.E.E.D. Planning Group
New York
$4M -$305K -12,595 -7%
Jane Street
16
Jane Street
New York
$3.98M -$1.57M -64,663 -28%
CIC
17
Carnegie Investment Counsel
Ohio
$3.7M +$157K +6,500 +4%
PFS
18
Prospera Financial Services
Texas
$3.53M +$732K +30,218 +26%
NB
19
Northwest Bancshares
Pennsylvania
$3.39M +$1.51M +62,493 +78%
FTUS
20
Flow Traders U.S.
New York
$3.36M -$431K -17,789 -11%
OIM
21
Oder Investment Management
California
$3.31M +$450K +18,603 +15%
GCP
22
Gill Capital Partners
Colorado
$3.14M +$2.24M +92,402 +233%
CA
23
Cetera Advisors
Colorado
$3.09M +$192K +7,926 +7%
WOSD
24
WFA of San Diego
California
$3.06M +$252K +10,408 +9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.02M +$229K +9,456 +8%

BSJO Hedge Fund Activity: Q1 2022 in Review

119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2022, worth a combined $294M — up 6.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Gradient Investments, adding an estimated $27.3M. The largest seller was Stifel Financial, cutting an estimated $12.8M.

  • 119 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $294M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2022 was Gradient Investments, an estimated $27.3M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2022 was Stifel Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2022.