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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

143 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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $306M → $331M (+$24.3M)

8% more funds holding

Funds holding: 133143 (+10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
2.3%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.6M -$3.28M -148,389 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.5M +$13.4M +604,483 +428%
Wells Fargo
3
Wells Fargo
California
$15.6M -$2.84M -128,461 -15%
IWC
4
Integrated Wealth Concepts
Massachusetts
$15.5M -$743K -33,594 -5%
UBS Group
5
UBS Group
Switzerland
$14.6M -$1.47M -66,325 -9%
UCFA
6
United Capital Financial Advisors
Texas
$13.5M +$13.2M +596,420 +3,835%
IAS
7
IMA Advisory Services
Colorado
$11.9M +$2.93M +132,735 +33%
GI
8
Gradient Investments
Minnesota
$11M +$25.4K +1,151 +0.2%
LPL Financial
9
LPL Financial
California
$8.98M +$1.42M +64,359 +19%
IF
10
Ironwood Financial
Arizona
$8.77M -$808K -36,531 -8%
IF
11
Intrua Financial
Texas
$7.35M +$4.11M +185,906 +132%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$7.16M +$2.97M +134,481 +71%
SIC
13
SFE Investment Counsel
California
$6.54M -$2.94M -132,865 -31%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.4M +$9.35K +423 +0.1%
AWM
15
Avior Wealth Management
Nebraska
$6.39M +$560K +25,327 +10%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$6.24M -$444K -20,064 -7%
CA
17
Cetera Advisors
Colorado
$5.82M +$2.13M +96,501 +58%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5.8M -$1.01M -45,716 -15%
SPIA
19
Steward Partners Investment Advisory
New York
$5.25M +$4.86M +219,728 +1,256%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.07M +$814K +36,819 +19%
SEEDPG
21
S.E.E.D. Planning Group
New York
$4.89M +$724K +32,769 +17%
Bank of America
22
Bank of America
North Carolina
$4.3M +$1M +45,342 +30%
MCP
23
Mirador Capital Partners
California
$4.24M +$811K +36,676 +24%
WRPWM
24
Werba Rubin Papier Wealth Management
California
$3.98M +$3.98M +180,105 New
AA
25
Advisory Alpha
Michigan
$3.96M +$217K +9,799 +6%

BSJO Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2022, worth a combined $331M — up 7.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSJO positions and 8 closed out — a net gain of 12 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $331M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $13.4M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2022.