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

Invesco BulletShares 2024 High Yield Corporate Bond ETF logo
$22.68 +0.01 (+0.04%)
(As of 12/13/2024)

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$137.91M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$113.49M
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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
12/13/2024 B. Riley Wealth Advisors Inc.14,582$331K0.0%-8.6%0.068%
11/18/2024 Arete Wealth Advisors LLC13,887$316K0.0%+8.4%0.065%
11/15/2024 Glass Jacobson Investment Advisors llc78,617$1.79M0.6%-6.5%0.367%
11/15/2024 MML Investors Services LLC83,232$1.89M0.0%-1.7%0.389%
11/15/2024 Jane Street Group LLC71,527$1.63M0.0%-59.1%0.334%
11/15/2024 Stifel Financial Corp91,830$2.09M0.0%+3.4%0.429%
11/15/2024 Integrated Wealth Concepts LLC331,044$7.52M0.1%-19.3%1.547%
11/14/2024 WFA of San Diego LLC21,123$480K0.4%-33.8%0.099%
11/12/2024Larson Financial Group LLC14,533$330K0.0%+46.9%0.068%
11/8/2024 Northwest 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%
11/8/2024 Prospera Financial Services Inc133,621$3.04M0.1%-6.8%0.624%
11/7/2024 GLOBALT Investments LLC GA33,224$755K0.0%-2.5%0.155%
11/7/2024 Thrivent Financial for Lutherans208,536$4.74M0.0%+15.5%0.974%
11/6/2024 OneDigital Investment Advisors LLC119,196$2.71M0.0%+2.1%0.557%
11/6/2024 Kovack Advisors Inc.26,160$594K0.1%N/A0.122%
11/5/2024 Prime Capital Investment Advisors LLC9,138$208K0.0%-32.9%0.043%
11/4/2024 Ashton Thomas Securities LLC2,291$52K0.0%-35.4%0.010%
11/4/2024 Tyler 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%
10/29/2024 Key Financial Inc34,154$776K0.2%+10.7%0.156%
10/29/2024 Farther 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%
10/25/2024 Voisard 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%
10/24/2024 J.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%
10/22/2024 Rebalance LLC78,161$1.78M0.1%-18.2%0.350%
10/22/2024 Private 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%
10/21/2024 Koss Olinger Consulting LLC20,764$472K0.0%+3.1%0.093%
10/19/2024Werba Rubin Papier Wealth Management76,267$1.73M0.4%-31.5%0.342%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
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%
10/17/2024BCS 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%
10/10/2024 CRA Financial Services LLC25,164$572K0.1%+115.4%0.111%
10/10/2024 Evexia Wealth LLC139,780$3.17M1.1%+16.9%0.618%
10/9/2024 Private Advisory Group LLC22,067$501K0.1%-2.1%0.098%
10/8/2024 CWM 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%
10/7/2024 WealthBridge 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%
8/22/2024 Cetera Investment Advisers769,208$17.48M0.0%-2.8%2.925%
8/21/2024 Advisory Alpha LLC350,920$7.97M0.3%+6.5%1.334%
8/19/2024 B. Riley Wealth Advisors Inc.15,955$362K0.0%-3.6%0.061%
8/16/2024 NewEdge Advisors LLC55,435$1.26M0.0%+4.0%0.211%
8/16/2024 Straight Path Wealth Management16,358$372K0.2%+15.5%0.062%
8/15/2024 Delta Investment Management LLC297,060$6.75M1.5%+160.8%1.130%
8/13/2024 Thrivent Financial for Lutherans180,555$4.10M0.0%+23.0%0.687%
8/12/2024 Glass Jacobson Investment Advisors llc84,122$1.91M0.7%-2.5%0.320%
8/12/2024 Mercer Global Advisors Inc. ADV32,994$750K0.0%-6.6%0.125%
8/9/2024 American 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%
8/8/2024 Envestnet Asset Management Inc.653,884$14.86M0.0%+2.1%2.486%
8/7/2024 MGO One Seven LLC47,333$1.08M0.1%+49.8%0.180%
8/7/2024 Ashton 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%
8/6/2024 Koss 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%
8/5/2024 Private 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%
8/2/2024 Founders Financial Securities LLC33,422$759K0.1%+23.1%0.127%
7/31/2024 Evexia Wealth LLC119,541$2.70M0.7%+105.2%0.451%
7/31/2024 Farther Finance Advisors LLC39,960$907K0.0%-6.2%0.151%
7/31/2024Commonwealth Equity Services LLC182,864$4.16M0.0%-8.6%0.690%
7/30/2024 WESPAC Advisors LLC15,509$352K0.3%-48.5%0.059%
7/30/2024 Key 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%
7/29/2024 4Thought Financial Group Inc.36,014$818K0.5%+6.2%0.136%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
7/26/2024 Harbour Investments Inc.61,124$1.39M0.0%-1.4%0.230%
7/26/2024 Cambridge 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%
7/25/2024 Retirement 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%
7/23/2024 Private 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%
7/22/2024 Atria Wealth Solutions Inc.40,508$920K0.0%-14.2%0.152%
7/22/2024 Masso Torrence Wealth Management Inc.84,099$1.91M1.1%-5.3%0.316%
(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, 178 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 150 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 14,679,691 shares in the last 24 months. This purchase volume represents approximately $330.59M in transactions.

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

Of the 99 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 7,204,749 shares in the last 24 months. This volume of shares sold represents approximately $162.91M in transactions.



This page (NASDAQ:BSJO) was last updated on 12/21/2024 by MarketBeat.com Staff
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