We are live on ! Find out more
BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

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

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 143146 (+3)

2% more capital invested

Capital invested by funds: $413M → $423M (+$10.3M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.29%
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
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Mirador Capital Partners
California
$32M +$20.1M +899,320 +171%
UBS Group
2
UBS Group
Switzerland
$32M +$23.8M +1,061,132 +292%
Morgan Stanley
3
Morgan Stanley
New York
$22.5M -$800K -35,749 -3%
Wells Fargo
4
Wells Fargo
California
$18.8M +$498K +22,222 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.6M -$313K -13,998 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14M +$252K +11,251 +2%
UCFA
7
United Capital Financial Advisors
Texas
$12.6M -$920K -41,102 -7%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.1M -$3.58M -159,809 -23%
IF
9
Ironwood Financial
Arizona
$11.1M +$701K +31,304 +7%
LPL Financial
10
LPL Financial
California
$11M +$1.12M +50,027 +11%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$9.94M +$2.88M +128,635 +41%
IF
12
Intrua Financial
Texas
$9.79M +$17.7K +792 +0.2%
Bank of America
13
Bank of America
North Carolina
$9.63M -$359K -16,051 -4%
CFO
14
Collective Family Office
Pennsylvania
$9.17M +$4.94M +220,485 +118%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.87M +$227K +10,121 +3%
CA
16
Cetera Advisors
Colorado
$8.54M +$1.67M +74,531 +24%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$8.14M +$587K +26,199 +8%
AWM
18
Avior Wealth Management
Nebraska
$6.89M +$113K +5,049 +2%
SIC
19
SFE Investment Counsel
California
$6.36M -$58.8K -2,624 -0.9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$6.08M -$87.4K -3,904 -1%
ADL
21
Asset Dedication LLC
California
$6.01M +$715K +31,952 +14%
AA
22
Advisory Alpha
Michigan
$5.56M +$1M +44,710 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.29M +$269K +12,036 +5%
SEEDPG
24
S.E.E.D. Planning Group
New York
$5.17M +$201K +8,972 +4%
PAG
25
Private Advisor Group
New Jersey
$5.13M +$1.06M +47,409 +26%

BSJO Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q2 2023, worth a combined $423M — up 2.5% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJO positions and 10 closed out — a net gain of 4 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was UBS Group, adding an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 146 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q2 2023, up from 143 in Q1 2023.
  • Funds reported $423M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q2 2023 was UBS Group, an estimated $23.8M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2023.