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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

129 hedge funds and large institutions have $278M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 119129 (+10)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

6% less capital invested

Capital invested by funds: $294M → $278M (-$16.2M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
20
Increased
43
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.5M +$9.18M +402,101 +59%
Wells Fargo
2
Wells Fargo
California
$22.4M -$3.74M -163,730 -14%
IWC
3
Integrated Wealth Concepts
Massachusetts
$16.1M +$409K +17,903 +2%
UBS Group
4
UBS Group
Switzerland
$15.6M -$10.9M -477,236 -40%
GI
5
Gradient Investments
Minnesota
$12.9M -$14.4M -628,647 -51%
IF
6
Ironwood Financial
Arizona
$9.22M +$527K +23,070 +6%
SIC
7
SFE Investment Counsel
California
$8.49M +$358K +15,655 +4%
IAS
8
IMA Advisory Services
Colorado
$8.39M +$8.8M +385,261 New
AP
9
Atwood & Palmer
Missouri
$8.17M -$39.2K -1,716 -0.5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$7.92M +$8.3M +363,603 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$7.5M +$5.82M +254,656 +284%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.96M +$821K +35,927 +15%
LPL Financial
13
LPL Financial
California
$5.59M +$1.28M +56,052 +28%
AWM
14
Avior Wealth Management
Nebraska
$5.26M +$37.2K +1,629 +0.7%
MFG
15
Merit Financial Group
Georgia
$4.94M +$5.18M +226,772 New
TCCM
16
Timber Creek Capital Management
Massachusetts
$4.74M +$4.96M +217,256 +111,413%
Bank of America
17
Bank of America
North Carolina
$4.1M -$279K -12,207 -6%
AA
18
Advisory Alpha
Michigan
$3.55M -$602K -26,365 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.39M +$705K +30,849 +25%
PFS
20
Prospera Financial Services
Texas
$3.37M +$146K +6,402 +4%
SEEDPG
21
S.E.E.D. Planning Group
New York
$3.21M -$467K -20,462 -12%
OIM
22
Oder Investment Management
California
$3.18M +$164K +7,167 +5%
CA
23
Cetera Advisors
Colorado
$3.18M +$371K +16,234 +13%
GCP
24
Gill Capital Partners
Colorado
$3.14M
MCP
25
Mirador Capital Partners
California
$3.1M +$624K +27,309 +24%

BSJO Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2022, worth a combined $278M — down 5.5% from $294M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 10 closed out — a net gain of 10 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.18M. The largest seller was Gradient Investments, cutting an estimated $14.4M.

  • 129 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2022, up from 119 in Q1 2022.
  • Funds reported $278M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $9.18M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2022 was Gradient Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.