BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Overview Fund Activity
Delisted

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

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164 hedge funds and large institutions have $574M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
77
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
MCP
3
Mirador Capital Partners
California
$76.8M
4
ADL
4
Asset Dedication LLC
California
$14.3M
5
UBS Group
5
UBS Group
Switzerland
$37.3M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$9.28M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$10.2M
3
DP
3
Denver PWM
Colorado
$0
4
EH
4
Equitable Holdings
New York
$695K
5
IF
5
Ironwood Financial
Arizona
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$76.8M 3,382,059 +877,779 +35%
Morgan Stanley
2
Morgan Stanley
New York
$43.2M 1,902,622 +893,622 +89%
UBS Group
3
UBS Group
Switzerland
$37.3M 1,642,120 +349,604 +27%
Goldman Sachs
4
Goldman Sachs
New York
$26.5M 1,164,614 +1,164,614 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M 827,095 +33,347 +4%
Wells Fargo
6
Wells Fargo
California
$18.8M 826,793 +32,110 +4%
LPL Financial
7
LPL Financial
California
$16.1M 710,930 +206,788 +41%
CA
8
Cetera Advisors
Colorado
$14.9M 654,331 +210,549 +47%
ADL
9
Asset Dedication LLC
California
$14.3M 629,005 +364,282 +138%
UCFA
10
United Capital Financial Advisors
Texas
$13.5M 595,414 +67,195 +13%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$10.7M 470,999 +41,813 +10%
IWC
12
Integrated Wealth Concepts
Massachusetts
$10.2M 448,203 -71,739 -14%
CFO
13
Collective Family Office
Pennsylvania
$10.2M 447,340 +23,095 +5%
IF
14
Ironwood Financial
Arizona
$10.1M 444,607 -56,020 -11%
Bank of America
15
Bank of America
North Carolina
$9.9M 435,886 +14,026 +3%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$9.82M 432,357 +88,307 +26%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9.28M 408,364 -215,796 -35%
IF
18
Intrua Financial
Texas
$9.09M 400,120 -20,333 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.5M 374,056 +6,334 +2%
KCM
20
Kaye Capital Management
California
$7.86M 347,109 -414 -0.1%
AWM
21
Avior Wealth Management
Nebraska
$7.17M 315,455 +4,790 +2%
PAG
22
Private Advisor Group
New Jersey
$7.16M 315,026 +46,738 +17%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.05M 310,209 +48,735 +19%
AA
24
Advisory Alpha
Michigan
$6.43M 282,918 +3,780 +1%
OSNBOA
25
Old Second National Bank of Aurora
Illinois
$6.07M 267,102 -3,021 -1%
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