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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 $413M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $331M → $413M (+$82.1M)

0% more funds holding

Funds holding: 143143 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$41.1M +$40.9M +1,829,211 New
Morgan Stanley
2
Morgan Stanley
New York
$23.3M +$2.37M +105,695 +11%
Wells Fargo
3
Wells Fargo
California
$18.3M +$2.46M +109,992 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.9M +$183K +8,184 +1%
IWC
5
Integrated Wealth Concepts
Massachusetts
$15.7M -$36.4K -1,625 -0.2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$13.7M +$7.33M +327,654 +116%
UCFA
7
United Capital Financial Advisors
Texas
$13.5M -$206K -9,200 -2%
IAS
8
IMA Advisory Services
Colorado
$12.5M +$426K +19,021 +4%
MCP
9
Mirador Capital Partners
California
$11.8M +$7.48M +334,068 +174%
IF
10
Ironwood Financial
Arizona
$10.4M +$1.51M +67,395 +17%
Bank of America
11
Bank of America
North Carolina
$9.98M +$5.59M +249,914 +129%
LPL Financial
12
LPL Financial
California
$9.88M +$766K +34,208 +8%
IF
13
Intrua Financial
Texas
$9.71M +$2.41M +107,490 +33%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.63M +$3.48M +155,273 +68%
UBS Group
15
UBS Group
Switzerland
$8.15M -$6.6M -294,930 -45%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$7.54M +$272K +12,146 +4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$7.04M +$1.15M +51,301 +20%
CA
18
Cetera Advisors
Colorado
$6.85M +$946K +42,248 +16%
AWM
19
Avior Wealth Management
Nebraska
$6.77M +$281K +12,559 +4%
SIC
20
SFE Investment Counsel
California
$6.37M -$123K -5,515 -2%
SPIA
21
Steward Partners Investment Advisory
New York
$6.27M +$938K +41,901 +18%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.16M -$335K -14,959 -5%
ADL
23
Asset Dedication LLC
California
$5.29M +$4.99M +222,785 +1,732%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.01M +$2.02M +90,170 +68%
SEEDPG
25
S.E.E.D. Planning Group
New York
$4.96M -$3.27K -146 -0.1%

BSJO Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2023, worth a combined $413M — up 25% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJO positions and 11 closed out — a net gain of 5 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $40.9M. The largest seller was Gradient Investments, cutting an estimated $7.51M.

  • 143 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $413M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $40.9M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2023 was Gradient Investments, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2023.