Free Trial

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

→ [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad)
Free BSJO Stock Alerts
$22.80
+0.01 (+0.04%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$199.52M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$45.44M
Get BSJO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2024 High Yield Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BSJO Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank8,355$190K0.0%-64.9%0.028%
5/16/2024 B. Riley Wealth Advisors Inc.16,559$372K0.0%+53.9%0.056%
5/10/2024 Blue Barn Wealth LLC87,158$1.98M1.1%-36.9%0.294%
5/9/2024 Delta Investment Management LLC113,905$2.59M0.6%+133.1%0.385%
5/8/2024 Avantax Advisory Services Inc.46,457$1.06M0.0%+1.8%0.157%
5/7/2024 American Planning Services Inc.13,639$310K0.2%N/A0.046%
5/7/2024 Retirement Solution Inc.44,221$1.01M0.3%-1.7%0.149%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management28,003$637K0.0%+4.3%0.095%
5/6/2024 OLD Second National Bank of Aurora269,524$6.13M1.6%+0.9%0.911%
5/6/2024 Gill Capital Partners LLC60,245$1.37M0.6%-7.4%0.204%
5/6/2024 Advisory Alpha LLC329,561$7.49M0.3%+16.5%1.113%
5/4/2024 Geneos Wealth Management Inc.28,300$643K0.0%+8.2%0.096%
5/3/2024 Larson Financial Group LLC6,170$140K0.0%+11.2%0.021%
5/3/2024 AA Financial Advisors LLC71,696$1.63M0.7%-20.6%0.242%
5/2/2024 Pacific Wealth Strategies Group Inc.66,093$1.50M1.3%+4.9%0.223%
5/1/2024 GLOBALT Investments LLC GA37,964$863K0.0%-5.1%0.128%
5/1/2024 Janney Montgomery Scott LLC230,963$5.25M0.0%-1.7%0.780%
5/1/2024 Avior Wealth Management LLC316,884$7.20M0.3%+0.5%1.071%
4/30/2024 Private Advisor Group LLC107,137$2.44M0.0%-66.0%0.362%
4/30/2024 WealthBridge Capital Management LLC21,818$496K0.2%N/A0.074%
4/29/2024Commonwealth Equity Services LLC200,051$4.55M0.0%+1.2%0.676%
4/26/2024 Northwest Bancshares Inc.110,047$2.50M0.4%-1.8%0.372%
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%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
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%
3/15/2024 B. Riley Wealth Advisors Inc.10,761$244K0.0%-35.0%0.033%
3/14/2024 Leo Wealth LLC55,487$1.26M0.1%N/A0.169%
3/13/2024 MONECO Advisors LLC15,765$358K0.1%+12.2%0.048%
3/1/2024 Goldman Sachs Group Inc.1,164,614$26.45M0.0%N/A3.551%
2/20/2024 GLOBALT Investments LLC GA40,025$909K0.0%N/A0.122%
2/20/2024 Voisard Asset Management Group Inc.15,837$360K0.2%N/A0.048%
2/12/2024 Steward 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%
2/9/2024 Wells Fargo & Company MN826,793$18.78M0.0%+4.0%2.521%
2/9/2024 UBS 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%
2/8/2024 FCA Corp TX94,312$2.14M0.7%+0.8%0.288%
2/8/2024 Foundations Investment Advisors LLC45,890$1.04M0.0%+121.0%0.140%
2/8/2024 Janney Montgomery Scott LLC234,946$5.34M0.0%-1.3%0.716%
2/7/2024 Avantax Advisory Services Inc.45,625$1.04M0.0%+2.9%0.139%
2/7/2024 AlphaStar Capital Management LLC23,303$529K0.1%+3.5%0.071%
2/7/2024 Principal Securities Inc.1,091$25K0.0%N/A0.003%
2/7/2024 Patton Albertson Miller Group LLC18,640$423K0.1%-51.4%0.057%
2/6/2024 Evexia Wealth LLC52,777$1.20M0.5%+123.0%0.161%
2/6/2024 Blue Barn Wealth LLC138,024$3.14M1.9%N/A0.421%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,844$610K0.0%-2.4%0.082%
2/6/2024 Private Advisor Group LLC315,026$7.16M0.1%+17.4%0.960%
2/6/2024 TCG Advisory Services LLC36,008$818K0.1%-34.2%0.110%
2/6/2024 Y.D. More Investments Ltd1,408$32K0.0%N/A0.004%
2/5/2024 Oder Investment Management LLC184,952$4.20M4.2%+1.3%0.564%
2/5/2024 MONECO Advisors LLC15,765$358K0.1%+12.2%0.048%
2/5/2024 Kestra Private Wealth Services LLC16,934$385K0.0%+90.1%0.052%
2/5/2024 Transcend 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%
2/2/2024 Delta Investment Management LLC48,866$1.11M0.3%+205.0%0.149%
2/2/2024 Retirement Solution Inc.44,993$1.02M0.3%-1.7%0.137%
2/2/2024 Atria 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%
2/1/2024 Larson Financial Group LLC5,550$126K0.0%N/A0.017%
2/1/2024 CWM LLC408,364$9.28M0.0%-34.6%1.245%
2/1/2024 Carmel Capital Partners LLC8,850$201K0.1%+39.4%0.027%
1/31/2024 Western Wealth Management LLC46,885$1.07M0.1%+60.8%0.143%
1/31/2024 SFE Investment Counsel235,429$5.35M1.4%-13.9%0.718%
1/31/2024 OLD Second National Bank of Aurora267,102$6.07M1.7%-1.1%0.814%
1/31/2024 Key Financial Inc10,640$242K0.1%+70.6%0.032%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.432,357$9.82M0.2%+25.7%1.318%
1/30/2024 Avior Wealth Management LLC315,455$7.17M0.4%+1.5%0.962%
1/30/2024 Capital Analysts LLC114,843$2.61M0.1%+16.6%0.350%
1/30/2024 Private 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%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
1/29/2024 Friedenthal 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%
1/26/2024 Geneos 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%
1/24/2024 Prime Capital Investment Advisors LLC24,704$561K0.0%N/A0.075%
1/24/2024 Private Trust Co. NA1,262$29K0.0%-44.5%0.004%
1/23/2024 Advisory Alpha LLC282,918$6.43M0.3%+1.4%0.855%
(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 ($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 151 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. ($688.10K), 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 16,936,300 shares in the last 24 months. This purchase volume represents approximately $380.34M 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 ($231.97K), Private Advisor Group LLC ($209.42K), and SFE Investment Counsel ($188.34K).

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

Institutional investors have sold a total of 5,485,160 shares in the last 24 months. This volume of shares sold represents approximately $121.63M in transactions.


Related Companies:
This page (NASDAQ:BSJO) was last updated on 5/18/2024 by MarketBeat.com Staff

From Our Partners
Obama’s Forever Term [exposed]
Porter & Company
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
The Presidential candidate you should REALLY be worried about
Stansberry Research
Most important medical advance in 100 years
The Oxford Club
Make this ONE trade on Tuesday at 2 p.m. EST!
Monument Traders Alliance
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings