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Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ

160 hedge funds and large institutions have $611M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 31

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

42% more capital invested

Capital invested by funds: $431M → $611M (+$180M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more funds holding

Funds holding: 150 → 160 (+10)

4.97% more ownership

Funds ownership: 61.83% → 66.8% (+5%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
26
Increased
95
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$35.8M
2
MCP
Mirador Capital Partners
California
+$30.7M
3
SFG
Sterling Financial Group
California
+$20.5M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$11.7M
5
UCFA
United Capital Financial Advisors
Texas
+$7.86M

Top Sellers

1
AC
AIFG Consultants
New York
-$4.89M
2
GGI
GPM Growth Investors
Michigan
-$3.58M
3
IWM
IHT Wealth Management
Illinois
-$2.36M
4
HIP
HUB Investment Partners
Texas
-$1.48M
5
R
Rebalance
California
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
26
Intrua Financial
Texas
$5.5M -$805K -34,405 -13%
MML Investors Services
27
MML Investors Services
Massachusetts
$5.08M +$913K +39,001 +22%
IWM
28
IHT Wealth Management
Illinois
$5.08M -$2.36M -100,830 -32%
Jane Street
29
Jane Street
New York
$4.93M +$3.04M +129,875 +159%
CFO
30
Collective Family Office
Pennsylvania
$4.73M +$359K +15,350 +8%
RSA
31
River Street Advisors
Illinois
$4.68M +$139K +5,928 +3%
IWC
32
Integrated Wealth Concepts
Massachusetts
$4.59M -$166K -7,108 -3%
RC
33
Rovin Capital
Arizona
$4.42M +$272K +11,615 +7%
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$4.38M +$770K +32,905 +21%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.36M +$303K +12,948 +7%
HIP
36
HUB Investment Partners
Texas
$4.18M -$1.48M -63,264 -26%
OIM
37
Oder Investment Management
California
$3.87M +$632K +26,979 +19%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.65M +$252K +10,748 +7%
EW
39
Evexia Wealth
Wisconsin
$3.24M +$2.7M +115,365 +498%
4WM
40
49 Wealth Management
Texas
$3.22M +$948K +40,503 +41%
PFS
41
Prospera Financial Services
Texas
$3.19M +$588K +25,132 +22%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$3.05M +$52.2K +2,232 +2%
Ameriprise
43
Ameriprise
Minnesota
$2.91M +$209K +8,910 +8%
TSWM
44
Tyler-Stone Wealth Management
Ohio
$2.84M +$72.5K +3,096 +3%
SP
45
Stablepoint Partners
Massachusetts
$2.76M +$430K +18,378 +18%
PAG
46
Private Advisor Group
New Jersey
$2.75M +$743K +31,740 +37%
Invesco
47
Invesco
Georgia
$2.68M -$167K -7,130 -6%
HWM
48
Horizons Wealth Management
North Carolina
$2.53M +$2.22M +94,693 +675%
P
49
Paradiem
Louisiana
$2.48M -$6.48K -277 -0.3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$2.34M +$1.09M +46,411 +86%
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BSJQ Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) for Q4 2024, worth a combined $611M — up 42% from $431M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSJQ positions and 12 closed out — a net gain of 14 holders — while 95 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $35.8M. The largest seller was AIFG Consultants, cutting an estimated $4.89M.

  • 160 institutional investors held Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) as of Q4 2024, up from 150 in Q3 2024.
  • Funds reported $611M of Invesco BulletShares 2026 High Yield Corporate Bond ETF stock for Q4 2024, up 42% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2026 High Yield Corporate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF buyer in Q4 2024 was UBS Group, an estimated $35.8M added.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF seller in Q4 2024 was AIFG Consultants, an estimated $4.89M sold.

Based on aggregated 13F filings for Q4 2024.