BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Overview Fund Activity
Delisted

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

Back to rankings

146 hedge funds and large institutions have $423M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
57
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32M
2
MCP
2
Mirador Capital Partners
California
$32M
3
CFO
3
Collective Family Office
Pennsylvania
$9.17M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.95M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$9.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.23M
2
IAS
2
IMA Advisory Services
Colorado
$4.11M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$12.1M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.82M
5
GI
5
Gradient Investments
Minnesota
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$32M 1,424,975 +899,320 +171%
UBS Group
2
UBS Group
Switzerland
$32M 1,424,248 +1,061,132 +292%
Morgan Stanley
3
Morgan Stanley
New York
$22.5M 1,000,518 -35,749 -3%
Wells Fargo
4
Wells Fargo
California
$18.8M 836,773 +22,222 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.6M 739,954 -13,998 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14M 620,996 +11,251 +2%
UCFA
7
United Capital Financial Advisors
Texas
$12.6M 561,669 -41,102 -7%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.1M 538,874 -159,809 -23%
IF
9
Ironwood Financial
Arizona
$11.1M 495,189 +31,304 +7%
LPL Financial
10
LPL Financial
California
$11M 489,990 +50,027 +11%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$9.94M 442,123 +128,635 +41%
IF
12
Intrua Financial
Texas
$9.79M 435,404 +792 +0.2%
Bank of America
13
Bank of America
North Carolina
$9.63M 428,191 -16,051 -4%
CFO
14
Collective Family Office
Pennsylvania
$9.17M 407,828 +220,485 +118%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.87M 394,576 +10,121 +3%
CA
16
Cetera Advisors
Colorado
$8.54M 379,676 +74,531 +24%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$8.14M 361,972 +26,199 +8%
AWM
18
Avior Wealth Management
Nebraska
$6.89M 306,529 +5,049 +2%
SIC
19
SFE Investment Counsel
California
$6.36M 282,763 -2,624 -0.9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.08M 270,615 -3,904 -1%
ADL
21
Asset Dedication LLC
California
$6.01M 267,603 +31,952 +14%
AA
22
Advisory Alpha
Michigan
$5.56M 247,341 +44,710 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.29M 235,320 +12,036 +5%
SEEDPG
24
S.E.E.D. Planning Group
New York
$5.17M 229,930 +8,972 +4%
PAG
25
Private Advisor Group
New Jersey
$5.13M 227,983 +47,409 +26%
1
2 3 4 5