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

155 hedge funds and large institutions have $463M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.47%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
18
Increased
68
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCP
1
Mirador Capital Partners
California
$56.3M
2
KCM
2
Kaye Capital Management
California
$7.81M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$6.07M
4
OPAM
4
Ocean Park Asset Management
California
$4.72M
5
RSA
5
River Street Advisors
Illinois
$2.25M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29.1M
2
AP
2
Atwood & Palmer
Missouri
$142K
3
SEEDPG
3
S.E.E.D. Planning Group
New York
$3.26M
4
Ameriprise
4
Ameriprise
Minnesota
$1.08M
5
Jane Street
5
Jane Street
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$56.3M 2,504,280 +1,079,305 +76%
UBS Group
2
UBS Group
Switzerland
$29.1M 1,292,516 -131,732 -9%
Morgan Stanley
3
Morgan Stanley
New York
$22.7M 1,009,000 +8,482 +0.8%
Wells Fargo
4
Wells Fargo
California
$17.9M 794,683 -42,090 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.8M 793,748 +53,794 +7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14M 624,160 +3,164 +0.5%
UCFA
7
United Capital Financial Advisors
Texas
$11.9M 528,219 -33,450 -6%
IWC
8
Integrated Wealth Concepts
Massachusetts
$11.7M 519,942 -18,932 -4%
LPL Financial
9
LPL Financial
California
$11.3M 504,142 +14,152 +3%
IF
10
Ironwood Financial
Arizona
$11.3M 500,627 +5,438 +1%
CA
11
Cetera Advisors
Colorado
$9.98M 443,782 +64,106 +17%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$9.65M 429,186 -12,937 -3%
CFO
13
Collective Family Office
Pennsylvania
$9.54M 424,245 +16,417 +4%
Bank of America
14
Bank of America
North Carolina
$9.48M 421,860 -6,331 -1%
IF
15
Intrua Financial
Texas
$9.45M 420,453 -14,951 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.27M 367,722 -26,854 -7%
KCM
17
Kaye Capital Management
California
$7.81M 347,523 +347,523 New
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$7.74M 344,050 -17,922 -5%
AWM
19
Avior Wealth Management
Nebraska
$6.98M 310,665 +4,136 +1%
AA
20
Advisory Alpha
Michigan
$6.28M 279,138 +31,797 +13%
SIC
21
SFE Investment Counsel
California
$6.15M 273,400 -9,363 -3%
OSNBOA
22
Old Second National Bank of Aurora
Illinois
$6.07M 270,123 +270,123 New
PAG
23
Private Advisor Group
New Jersey
$6.03M 268,288 +40,305 +18%
ADL
24
Asset Dedication LLC
California
$5.95M 264,723 -2,880 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.88M 261,474 +26,154 +11%
1
2 3 4 5