Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
BSJO was delisted on the 13th of December, 2024.
157 hedge funds and large institutions have $483M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 16 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 63
4% less funds holding
Funds holding: 164 → 157 (-7)
13% less capital invested
Capital invested by funds: $552M → $483M (-$69.4M)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$18M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$10.4M |
| 3 |
Morgan Stanley
New York
|
+$7.32M |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
+$4.71M |
| 5 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$33.5M |
| 2 |
Goldman Sachs
New York
|
-$26.5M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$10.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.79M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.72M |
BSJO Hedge Fund Activity: Q1 2024 in Review
157 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q1 2024, worth a combined $483M — down 13% from $552M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BSJO and 13 opened new positions — a net loss of 3 holders — while 63 trimmed existing stakes and 58 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $18M. The largest seller was UBS Group, cutting an estimated $33.5M.
- 157 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q1 2024, down from 164 in Q4 2023.
- Funds reported $483M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q1 2024 and 16 closed out, a net change of -3 holders.
- The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $18M added.
- The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q1 2024 was UBS Group, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2024.