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

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, 57 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
57
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$18M
2
MAM
2
Milestone Asset Management
Pennsylvania
$11M
3
DP
3
Denver PWM
Colorado
$4.71M
4
MCP
4
Mirador Capital Partners
California
$80.9M
5
CA
5
Cetera Advisors
Colorado
$17.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.83M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$29M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$80.9M 3,560,590 +178,531 +5%
Morgan Stanley
2
Morgan Stanley
New York
$29M 1,273,687 -628,935 -33%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18M 791,772 +791,772 New
CA
4
Cetera Advisors
Colorado
$17.3M 761,172 +106,841 +16%
LPL Financial
5
LPL Financial
California
$16.2M 714,112 +3,182 +0.4%
Wells Fargo
6
Wells Fargo
California
$15M 658,862 -167,931 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.6M 640,334 -186,761 -23%
UCFA
8
United Capital Financial Advisors
Texas
$13.2M 581,365 -14,049 -2%
ADL
9
Asset Dedication LLC
California
$11.4M 499,415 -129,590 -21%
MAM
10
Milestone Asset Management
Pennsylvania
$11M 486,011 +459,877 +1,760%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$10.5M 462,110 +29,753 +7%
IWC
12
Integrated Wealth Concepts
Massachusetts
$10.5M 461,542 +13,339 +3%
CFO
13
Collective Family Office
Pennsylvania
$10.2M 446,638 -702 -0.2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$9.82M 432,224 +23,860 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.17M 403,536 +29,480 +8%
IF
16
Ironwood Financial
Arizona
$8.37M 368,209 -76,398 -17%
IF
17
Intrua Financial
Texas
$7.77M 342,010 -58,110 -15%
AA
18
Advisory Alpha
Michigan
$7.49M 329,561 +46,643 +16%
AWM
19
Avior Wealth Management
Nebraska
$7.2M 316,884 +1,429 +0.5%
KCM
20
Kaye Capital Management
California
$6.3M 277,082 -70,027 -20%
OSNBOA
21
Old Second National Bank of Aurora
Illinois
$6.13M 269,524 +2,422 +0.9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.25M 230,963 -3,983 -2%
OPAM
23
Ocean Park Asset Management
California
$4.77M 209,800 – –
DP
24
Denver PWM
Colorado
$4.71M 207,389 +207,389 New
SIC
25
SFE Investment Counsel
California
$4.68M 205,911 -29,518 -13%
1
2 3 4 5