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Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) Institutional Ownership

Invesco BulletShares 2024 High Yield Corporate Bond ETF logo

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$106.92M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$110.46M
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BSJO Institutional Buying and Selling by Quarter

Invesco BulletShares 2024 High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.85,928$1.95M0.0%+27.5%0.402%
12/13/2024B. Riley Wealth Advisors Inc.14,582$331K0.0%-8.6%0.068%
11/18/2024Arete Wealth Advisors LLC13,887$316K0.0%+8.4%0.065%
11/15/2024Glass Jacobson Investment Advisors llc78,617$1.79M0.6%-6.5%0.367%
11/15/2024MML Investors Services LLC83,232$1.89M0.0%-1.7%0.389%
11/15/2024Jane Street Group LLC71,527$1.63M0.0%-59.1%0.334%
11/15/2024Stifel Financial Corp91,830$2.09M0.0%+3.4%0.429%
11/15/2024Integrated Wealth Concepts LLC331,044$7.52M0.1%-19.3%1.547%
11/14/2024WFA of San Diego LLC21,123$480K0.4%-33.8%0.099%
11/12/2024Larson Financial Group LLC14,533$330K0.0%+46.9%0.068%
11/8/2024Northwest Bancshares Inc.102,909$2.34M0.4%-0.9%0.481%
11/8/2024 Avior Wealth Management LLC2,169$49K0.0%-99.3%0.010%
11/8/2024Prospera Financial Services Inc133,621$3.04M0.1%-6.8%0.624%
11/7/2024GLOBALT Investments LLC GA33,224$755K0.0%-2.5%0.155%
11/7/2024Thrivent Financial for Lutherans208,536$4.74M0.0%+15.5%0.974%
11/6/2024OneDigital Investment Advisors LLC119,196$2.71M0.0%+2.1%0.557%
11/6/2024Kovack Advisors Inc.26,160$594K0.1%N/A0.122%
11/5/2024Prime Capital Investment Advisors LLC9,138$208K0.0%-32.9%0.043%
11/4/2024Ashton Thomas Securities LLC2,291$52K0.0%-35.4%0.010%
11/4/2024Tyler Stone Wealth Management134,845$3.06M0.6%+79.6%0.616%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.1,220$28K0.0%-42.2%0.006%
11/1/2024 Leavell Investment Management Inc.11,498$261K0.0%-38.8%0.053%
10/29/2024 Janney Montgomery Scott LLC218,021$4.95M0.0%-4.4%0.996%
10/29/2024Key Financial Inc34,154$776K0.2%+10.7%0.156%
10/29/2024Farther Finance Advisors LLC23,788$540K0.0%-40.5%0.109%
10/28/2024 Pacific Wealth Strategies Group Inc.83,734$1.90M1.4%+21.8%0.382%
10/28/2024 IRON Financial LLC13,571$308K0.2%-60.8%0.062%
10/25/2024Voisard Asset Management Group Inc.15,670$356K0.1%-7.8%0.072%
10/25/2024 Diversify Advisory Services LLC31,960$723K0.0%-21.8%0.146%
10/25/2024 SFE Investment Counsel32,564$740K0.2%-59.5%0.149%
10/24/2024 Sound Stewardship LLC47,252$1.07M0.6%-1.4%0.216%
10/24/2024J.W. Cole Advisors Inc.15,766$358K0.0%N/A0.072%
10/24/2024 Wealth Enhancement Advisory Services LLC35,119$798K0.0%+64.4%0.160%
10/24/2024 Masso Torrence Wealth Management Inc.43,902$997K0.5%-47.8%0.200%
10/22/2024Rebalance LLC78,161$1.78M0.1%-18.2%0.350%
10/22/2024Private Advisor Group LLC67,620$1.54M0.0%-12.9%0.303%
10/22/2024 Leo Wealth LLC59,422$1.35M0.1%+7.1%0.266%
10/21/2024 Foundations Investment Advisors LLC26,747$608K0.0%+1.9%0.120%
10/21/2024 Kaye Capital Management278,130$6.32M2.5%-0.6%1.247%
10/21/2024Koss Olinger Consulting LLC20,764$472K0.0%+3.1%0.093%
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10/19/2024Werba Rubin Papier Wealth Management76,267$1.73M0.4%-31.5%0.342%
10/18/2024 AA Financial Advisors LLC71,133$1.62M0.5%+2.4%0.319%
10/18/2024Raymond James & Associates164,899$3.75M0.0%+7.1%0.739%
10/18/2024Net Worth Advisory Group13,083$297K0.1%N/A0.059%
10/17/2024 BCS Wealth Management23,030$523K0.2%-5.7%0.103%
10/16/2024 Quad Cities Investment Group LLC16,708$380K0.2%-3.4%0.075%
10/16/2024 Asset Dedication LLC349,850$7.95M0.5%-30.1%1.555%
10/11/2024 Stablepoint Partners LLC29,816$677K0.1%-17.2%0.132%
10/10/2024CRA Financial Services LLC25,164$572K0.1%+115.4%0.111%
10/10/2024Evexia Wealth LLC139,780$3.17M1.1%+16.9%0.618%
10/9/2024Private Advisory Group LLC22,067$501K0.1%-2.1%0.098%
10/8/2024CWM LLC441,953$10.04M0.0%+0.5%1.956%
10/8/2024 Brookstone Capital Management36,140$821K0.0%+2.5%0.160%
10/8/2024 Atomi Financial Group Inc.43,863$997K0.1%+10.4%0.194%
10/8/2024 Evanson Asset Management LLC10,060$229K0.0%-13.3%0.044%
10/7/2024WealthBridge Capital Management LLC32,235$732K0.2%+52.2%0.140%
10/7/2024 GAMMA Investing LLC6,482$147K0.0%+282.4%0.028%
10/5/2024 Mirador Capital Partners LP1,721,843$39.12M7.0%-49.8%7.486%
10/3/2024 Park Avenue Securities LLC22,085$502K0.0%-37.6%0.084%
8/22/2024Cetera Investment Advisers769,208$17.48M0.0%-2.8%2.925%
8/21/2024 Advisory Alpha LLC350,920$7.97M0.3%+6.5%1.334%
8/19/2024B. Riley Wealth Advisors Inc.15,955$362K0.0%-3.6%0.061%
8/16/2024NewEdge Advisors LLC55,435$1.26M0.0%+4.0%0.211%
8/16/2024Straight Path Wealth Management16,358$372K0.2%+15.5%0.062%
8/15/2024Delta Investment Management LLC297,060$6.75M1.5%+160.8%1.130%
8/13/2024Thrivent Financial for Lutherans180,555$4.10M0.0%+23.0%0.687%
8/12/2024Glass Jacobson Investment Advisors llc84,122$1.91M0.7%-2.5%0.320%
8/12/2024Mercer Global Advisors Inc. ADV32,994$750K0.0%-6.6%0.125%
8/9/2024American Planning Services Inc.14,689$334K0.2%+7.7%0.056%
8/9/2024 Tennessee Valley Asset Management Partners11,962$272K0.1%+21.1%0.045%
8/8/2024Envestnet Asset Management Inc.653,884$14.86M0.0%+2.1%2.486%
8/7/2024MGO One Seven LLC47,333$1.08M0.1%+49.8%0.180%
8/7/2024Ashton Thomas Private Wealth LLC7,568$172K0.0%-89.6%0.029%
8/6/2024Werba Rubin Papier Wealth Management111,403$2.53M0.7%-42.8%0.424%
8/6/2024Koss Olinger Consulting LLC20,143$458K0.0%N/A0.077%
8/6/2024 Asset Dedication LLC500,177$11.36M0.8%+0.2%1.902%
8/6/2024 SFE Investment Counsel80,433$1.83M0.4%-60.9%0.306%
8/5/2024Private Advisor Group LLC77,628$1.76M0.0%-27.5%0.295%
8/5/2024Blue Barn Wealth LLC67,939$1.54M0.9%-22.1%0.258%
8/2/2024 Stablepoint Partners LLC36,002$815K0.1%-1.5%0.137%
8/2/2024Larson Financial Group LLC9,895$225K0.0%+60.4%0.038%
8/2/2024 Foundations Investment Advisors LLC26,236$596K0.0%+4.0%0.100%
8/2/2024Founders Financial Securities LLC33,422$759K0.1%+23.1%0.127%
7/31/2024Evexia Wealth LLC119,541$2.70M0.7%+105.2%0.451%
7/31/2024Farther Finance Advisors LLC39,960$907K0.0%-6.2%0.151%
7/31/2024Commonwealth Equity Services LLC182,864$4.16M0.0%-8.6%0.690%
7/30/2024WESPAC Advisors LLC15,509$352K0.3%-48.5%0.059%
7/30/2024Key Financial Inc30,839$701K0.2%+30.1%0.116%
7/29/2024 IRON Financial LLC34,632$787K0.4%-7.3%0.131%
7/29/2024 Migdal Insurance & Financial Holdings Ltd.2,110$48K0.0%-99.5%0.008%
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7/29/20244Thought Financial Group Inc.36,014$818K0.5%+6.2%0.136%
7/26/2024Harbour Investments Inc.61,124$1.39M0.0%-1.4%0.230%
7/26/2024Cambridge Investment Research Advisors Inc.107,630$2.45M0.0%-4.6%0.405%
7/26/2024 Atomi Financial Group Inc.39,731$903K0.1%N/A0.149%
7/25/2024Retirement Solution LLC44,852$1.02M0.3%+1.4%0.169%
7/24/2024 Sound Stewardship LLC47,911$1.09M0.7%-1.7%0.180%
7/24/2024Unique Wealth Strategies LLC2,750$63K0.0%N/A0.010%
7/23/2024Private Advisory Group LLC22,550$512K0.1%+17.2%0.085%
7/22/2024 Pacific Wealth Strategies Group Inc.68,728$1.56M1.3%+4.0%0.258%
7/22/2024Atria Wealth Solutions Inc.40,508$920K0.0%-14.2%0.152%
(Data available from 1/1/2016 forward)

BSJO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSJO shares?

During the previous two years, 173 institutional investors and hedge funds held shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF. The most heavily invested institutionals were Mirador Capital Partners LP ($39.12M), UBS Group AG ($37.30M), Goldman Sachs Group Inc. ($26.45M), Wells Fargo & Company MN ($18.78M), Cetera Investment Advisers ($17.48M), Cetera Advisors LLC ($17.30M), and Envestnet Asset Management Inc. ($14.86M).Learn more on BSJO's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2024 High Yield Corporate Bond ETF stock?

Of the 143 institutional investors that purchased Invesco BulletShares 2024 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirador Capital Partners LP ($3.41M), Goldman Sachs Group Inc. ($1.16M), Cetera Investment Advisers ($791.77K), Envestnet Asset Management Inc. ($680.01K), Milestone Asset Management LLC ($486.01K), CWM LLC ($351.80K), and UBS Group AG ($349.60K).

How much institutional buying is happening at Invesco BulletShares 2024 High Yield Corporate Bond ETF?

Institutional investors have bought a total of 14,136,096 shares in the last 24 months. This purchase volume represents approximately $318.57M in transactions.

Which Invesco BulletShares 2024 High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 96 institutional investors that sold Invesco BulletShares 2024 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirador Capital Partners LP ($1.84M), Migdal Insurance & Financial Holdings Ltd. ($460.89K), Gradient Investments LLC ($457.59K), SFE Investment Counsel ($361.69K), Avior Wealth Management LLC ($316.09K), Private Advisor Group LLC ($247.41K), and CWM LLC ($235.86K).

How much institutional selling is happening at Invesco BulletShares 2024 High Yield Corporate Bond ETF?

Institutional investors have sold a total of 6,943,336 shares in the last 24 months. This volume of shares sold represents approximately $157.13M in transactions.



This page (NASDAQ:BSJO) was last updated on 2/1/2025 by MarketBeat.com Staff
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