BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

144 hedge funds and large institutions have $331M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
20
Increased
59
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.6M 930,572 -148,389 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.5M 745,768 +604,483 +428%
Wells Fargo
3
Wells Fargo
California
$15.6M 704,559 -128,461 -15%
IWC
4
Integrated Wealth Concepts
Massachusetts
$15.5M 700,308 -33,594 -5%
UBS Group
5
UBS Group
Switzerland
$14.6M 658,046 -66,325 -9%
UCFA
6
United Capital Financial Advisors
Texas
$13.5M 611,971 +596,420 +3,835%
IAS
7
IMA Advisory Services
Colorado
$11.9M 536,629 +132,735 +33%
GI
8
Gradient Investments
Minnesota
$11M 497,423 +1,151 +0.2%
LPL Financial
9
LPL Financial
California
$8.98M 405,755 +64,359 +19%
IF
10
Ironwood Financial
Arizona
$8.77M 396,490 -36,531 -8%
IF
11
Intrua Financial
Texas
$7.35M 327,122 +185,906 +132%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$7.16M 323,627 +134,481 +71%
SIC
13
SFE Investment Counsel
California
$6.54M 290,902 -132,865 -31%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.4M 289,478 +423 +0.1%
AWM
15
Avior Wealth Management
Nebraska
$6.39M 288,921 +25,327 +10%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$6.24M 282,091 -20,064 -7%
CA
17
Cetera Advisors
Colorado
$5.82M 262,897 +96,501 +58%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5.8M 262,187 -45,716 -15%
SPIA
19
Steward Partners Investment Advisory
New York
$5.25M 237,223 +219,728 +1,256%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.07M 229,182 +36,819 +19%
SEEDPG
21
S.E.E.D. Planning Group
New York
$4.89M 221,104 +32,769 +17%
Bank of America
22
Bank of America
North Carolina
$4.3M 194,328 +45,342 +30%
MCP
23
Mirador Capital Partners
California
$4.24M 191,587 +36,676 +24%
WRPWM
24
Werba Rubin Papier Wealth Management
California
$3.98M 180,105 +180,105 New
AA
25
Advisory Alpha
Michigan
$3.96M 179,146 +9,799 +6%