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

$22.71
+0.02 (+0.09%)
(As of 02:11 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$217.05M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$40.37M
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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
4/25/2024 IMA Wealth Inc.91,624$2.08M1.0%-22.6%0.310%
4/25/2024 Cambridge Investment Research Advisors Inc.112,802$2.56M0.0%-19.1%0.381%
4/24/2024 4Thought Financial Group Inc.33,916$771K0.5%+18.4%0.115%
4/23/2024 IRON Financial LLC37,341$849K0.5%-15.8%0.125%
4/23/2024 Milestone Asset Management LLC486,011$11.05M3.2%+1,759.7%1.625%
4/23/2024 Masso Torrence Wealth Management Inc.88,840$2.02M1.2%+0.5%0.297%
4/23/2024 Gradient Investments LLC44,009$1M0.0%-3.9%0.147%
4/23/2024 Stablepoint Partners LLC36,568$831K0.2%+15.9%0.122%
4/23/2024 Rebalance LLC102,167$2.32M0.2%-2.4%0.342%
4/23/2024 Raymond James Financial Services Advisors Inc.403,536$9.17M0.0%+7.9%1.350%
4/22/2024Ashton Thomas Private Wealth LLC73,025$1.66M0.1%+1.5%0.244%
4/19/2024 Kaye Capital Management277,082$6.30M2.7%-20.2%0.927%
4/18/2024 Mirador Capital Partners LP3,560,590$80.93M15.5%+5.3%11.751%
4/18/2024 Ironwood Financial llc368,209$8.37M1.9%-17.2%1.215%
4/17/2024 River Street Advisors LLC106,286$2.42M1.6%+2.5%0.351%
4/17/2024 Founders Financial Securities LLC27,161$617K0.1%-31.0%0.090%
4/15/2024 Brookstone Capital Management39,691$902K0.0%+4.6%0.131%
4/11/2024 Ballew Advisors Inc79,638$1.81M1.3%+10.0%0.263%
4/11/2024 RFG Advisory LLC46,426$1.06M0.0%-8.3%0.153%
4/10/2024 Park Avenue Securities LLC39,205$891K0.0%-19.6%0.129%
4/10/2024 BCS Wealth Management25,788$586K0.2%-8.0%0.085%
4/9/2024 Collective Family Office LLC446,638$10.15M3.3%-0.2%1.469%
3/15/2024B. Riley Wealth Advisors Inc.10,761$244K0.0%-35.0%0.033%
3/14/2024Leo Wealth LLC55,487$1.26M0.1%N/A0.169%
3/13/2024MONECO Advisors LLC15,765$358K0.1%+12.2%0.048%
3/1/2024Goldman Sachs Group Inc.1,164,614$26.45M0.0%N/A3.551%
2/20/2024GLOBALT Investments LLC GA40,025$909K0.0%N/A0.122%
2/20/2024 Voisard Asset Management Group Inc.15,837$360K0.2%N/A0.048%
2/12/2024Steward Partners Investment Advisory LLC60,419$1.37M0.0%-29.6%0.184%
2/9/2024 Cambridge Investment Research Advisors Inc.139,372$3.17M0.0%+16.7%0.425%
2/9/2024Wells Fargo & Company MN826,793$18.78M0.0%+4.0%2.521%
2/9/2024UBS Group AG1,642,120$37.30M0.0%+27.0%5.006%
2/8/2024 Brown Advisory Inc.39,118$889K0.0%+29.4%0.119%
2/8/2024Verity Asset Management Inc.173,794$3.95M2.5%N/A0.530%
2/8/2024FCA Corp TX94,312$2.14M0.7%+0.8%0.288%
2/8/2024Foundations Investment Advisors LLC45,890$1.04M0.0%+121.0%0.140%
2/8/2024Janney Montgomery Scott LLC234,946$5.34M0.0%-1.3%0.716%
2/7/2024Avantax Advisory Services Inc.45,625$1.04M0.0%+2.9%0.139%
2/7/2024AlphaStar Capital Management LLC23,303$529K0.1%+3.5%0.071%
2/7/2024Principal Securities Inc.1,091$25K0.0%N/A0.003%
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2/7/2024 Patton Albertson Miller Group LLC18,640$423K0.1%-51.4%0.057%
2/6/2024Evexia Wealth LLC52,777$1.20M0.5%+123.0%0.161%
2/6/2024Blue Barn Wealth LLC138,024$3.14M1.9%N/A0.421%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,844$610K0.0%-2.4%0.082%
2/6/2024Private Advisor Group LLC315,026$7.16M0.1%+17.4%0.960%
2/6/2024TCG Advisory Services LLC36,008$818K0.1%-34.2%0.110%
2/6/2024Y.D. More Investments Ltd1,408$32K0.0%N/A0.004%
2/5/2024Oder Investment Management LLC184,952$4.20M4.2%+1.3%0.564%
2/5/2024MONECO Advisors LLC15,765$358K0.1%+12.2%0.048%
2/5/2024Kestra Private Wealth Services LLC16,934$385K0.0%+90.1%0.052%
2/5/2024Transcend Capital Advisors LLC10,500$239K0.0%-8.7%0.032%
2/5/2024 IMA Wealth Inc.118,325$2.69M1.3%-15.6%0.361%
2/2/2024Delta Investment Management LLC48,866$1.11M0.3%+205.0%0.149%
2/2/2024Retirement Solution Inc.44,993$1.02M0.3%-1.7%0.137%
2/2/2024Atria Wealth Solutions Inc.38,891$883K0.0%+6.3%0.119%
2/1/2024 Masso Torrence Wealth Management Inc.88,371$2.01M1.4%-3.1%0.269%
2/1/2024Larson Financial Group LLC5,550$126K0.0%N/A0.017%
2/1/2024 CWM LLC408,364$9.28M0.0%-34.6%1.245%
2/1/2024Carmel Capital Partners LLC8,850$201K0.1%+39.4%0.027%
1/31/2024Western Wealth Management LLC46,885$1.07M0.1%+60.8%0.143%
1/31/2024SFE Investment Counsel235,429$5.35M1.4%-13.9%0.718%
1/31/2024OLD Second National Bank of Aurora267,102$6.07M1.7%-1.1%0.814%
1/31/2024Key Financial Inc10,640$242K0.1%+70.6%0.032%
1/31/2024Migdal Insurance & Financial Holdings Ltd.432,357$9.82M0.2%+25.7%1.318%
1/30/2024Avior Wealth Management LLC315,455$7.17M0.4%+1.5%0.962%
1/30/2024Capital Analysts LLC114,843$2.61M0.1%+16.6%0.350%
1/30/2024Private Client Services LLC80,663$1.83M1.5%N/A0.246%
1/30/2024 River Street Advisors LLC103,742$2.36M1.9%+3.8%0.316%
1/29/2024Friedenthal Financial8,532$194K0.1%N/A0.026%
1/29/2024 Tennessee Valley Asset Management Partners5,369$122K0.0%N/A0.016%
1/26/2024 S.E.E.D. Planning Group LLC91,565$2.08M0.8%-36.9%0.277%
1/26/2024Geneos Wealth Management Inc.26,165$594K0.0%+17.4%0.079%
1/26/2024 WESPAC Advisors LLC29,192$663K0.5%+13.0%0.088%
1/26/2024 Segment Wealth Management LLC32,770$744K0.1%+34.0%0.099%
1/25/2024 RFG Advisory LLC50,621$1.15M0.0%-6.1%0.153%
1/24/2024Prime Capital Investment Advisors LLC24,704$561K0.0%N/A0.075%
1/24/2024 Private Trust Co. NA1,262$29K0.0%-44.5%0.004%
1/23/2024Advisory Alpha LLC282,918$6.43M0.3%+1.4%0.855%
1/23/2024 Leavell Investment Management Inc.22,015$500K0.0%-22.1%0.067%
1/23/2024Camelot Portfolios LLC28,964$658K0.4%+48.2%0.088%
1/23/2024 Milestone Asset Management LLC26,134$594K0.2%N/A0.079%
1/22/2024Werba Rubin Papier Wealth Management195,634$4.44M1.5%+2.1%0.591%
1/22/2024Glass Jacobson Investment Advisors llc86,614$1.97M0.8%+1.6%0.262%
1/19/2024 IRON Financial LLC44,350$1.01M0.6%-8.0%0.134%
1/19/2024 Mirador Capital Partners LP3,382,059$76.82M16.3%+35.1%10.218%
1/18/2024 Gradient Investments LLC45,807$1.04M0.0%-9.3%0.138%
1/18/2024 Global Retirement Partners LLC4,451$101K0.0%-22.0%0.013%
1/18/2024 Inscription Capital LLC12,345$280K0.1%N/A0.037%
1/18/2024 Ballew Advisors Inc72,409$1.64M1.2%+34.0%0.219%
1/17/2024Sound Stewardship LLC91,231$2.07M1.4%-6.2%0.276%
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1/16/2024 Raymond James Financial Services Advisors Inc.374,056$8.50M0.0%+1.7%1.130%
1/16/2024 Raymond James & Associates125,617$2.85M0.0%+190.4%0.380%
1/16/2024 Wealthstar Advisors LLC18,727$425K0.1%+8.5%0.057%
1/16/2024Wealthsource Partners LLC138,794$3.15M0.2%+16.5%0.419%
1/12/2024 Atwood & Palmer Inc.5,250$119K0.0%-16.7%0.016%
1/11/2024 Brookstone Capital Management37,944$862K0.0%-15.9%0.115%
1/11/2024 BCS Wealth Management28,029$637K0.2%+11.9%0.085%
1/11/2024 BKM Wealth Management LLC2,355$53K0.0%N/A0.007%
1/11/2024 BKM Wealth Management LLC2,355$53K0.0%N/A0.007%
1/9/2024IFP Advisors Inc114,535$2.60M0.1%+9.3%0.347%
(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, 172 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 ($80.93M), UBS Group AG ($37.30M), Goldman Sachs Group Inc. ($26.45M), Wells Fargo & Company MN ($18.78M), Envestnet Asset Management Inc. ($17.85M), United Capital Financial Advisers LLC ($12.63M), and Integrated Wealth Concepts LLC ($11.69M).Learn more on BSJO's institutional investors.

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

Of the 154 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 ($3.43M), Goldman Sachs Group Inc. ($1.16M), Gradient Investments LLC ($1.13M), CWM LLC ($705.67K), Envestnet Asset Management Inc. ($697.55K), IMA Wealth Inc. ($536.63K), and Milestone Asset Management LLC ($486.01K).

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

Institutional investors have bought a total of 17,492,737 shares in the last 24 months. This purchase volume represents approximately $393.78M in transactions.

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

Of the 87 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: Gradient Investments LLC ($1.18M), UBS Group AG ($675.29K), Atwood & Palmer Inc. ($371.22K), CWM LLC ($297.31K), Absolute Capital Management LLC ($235.25K), SFE Investment Counsel ($188.34K), and S.E.E.D. Planning Group LLC ($171.42K).

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

Institutional investors have sold a total of 5,269,825 shares in the last 24 months. This volume of shares sold represents approximately $116.83M in transactions.


This page (NASDAQ:BSJO) was last updated on 4/26/2024 by MarketBeat.com Staff

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