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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO

Delisted

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

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2 hedge funds and large institutions have $24.9K invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 146 → 2 (-144)

100% less capital invested

Capital invested by funds: $332M → $24.9K (-$332M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 140

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-144
Holders Change %
-98.63%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
140
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
-$39.1M
2
Morgan Stanley
Morgan Stanley
New York
-$24.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$17.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.4M
5
LPL Financial
LPL Financial
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$22.7K -$2.19M -96,461 -99%
MFS
2
Mattson Financial Services
Michigan
$2.18K – – –
MCP
3
Mirador Capital Partners
California
– -$39.1M -1,721,843 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$24.3M -1,067,793 Closed
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
– -$17.1M -753,454 Closed
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
– -$14.4M -633,868 Closed
LPL Financial
7
LPL Financial
California
– -$14.3M -630,600 Closed
UCFA
8
United Capital Financial Advisors
Texas
– -$13.1M -576,131 Closed
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
– -$10M -441,953 Closed
Wells Fargo
10
Wells Fargo
California
– -$9.92M -436,437 Closed
MAM
11
Milestone Asset Management
Pennsylvania
– -$9.37M -412,337 Closed
AA
12
Advisory Alpha
Michigan
– -$8.96M -394,339 Closed
ADL
13
Asset Dedication LLC
California
– -$7.95M -349,850 Closed
IWC
14
Integrated Wealth Concepts
Massachusetts
– -$7.52M -331,044 Closed
IF
15
Intrua Financial
Texas
– -$7.3M -321,102 Closed
KCM
16
Kaye Capital Management
California
– -$6.32M -278,130 Closed
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
– -$4.95M -218,021 Closed
GS
18
GTS Securities
New York
– -$4.84M -213,132 Closed
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
– -$4.74M -208,536 Closed
Bank of America
20
Bank of America
North Carolina
– -$4.27M -188,015 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$4.16M -183,126 Closed
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
– -$4.07M -179,020 Closed
OIM
23
Oder Investment Management
California
– -$3.71M -163,463 Closed
VAM
24
Verity Asset Management
North Carolina
– -$3.57M -157,026 Closed
EW
25
Evexia Wealth
Wisconsin
– -$3.17M -139,780 Closed
1
2 3 4 5

BSJO Hedge Fund Activity: Q4 2024 in Review

2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q4 2024, worth a combined $24.9K — down 100% from $332M a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of BSJO and 0 opened new positions — a net loss of 140 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Mirador Capital Partners, exiting entirely with an estimated $39.1M sold.

  • 2 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q4 2024, down from 146 in Q3 2024.
  • Funds reported $24.9K of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q4 2024 and 140 closed out, a net change of -140 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q4 2024 was Mirador Capital Partners, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2024.