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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
HWM
51
Howard Wealth Management
Connecticut
$2.31M +$456K +19,471 +24%
GVCM
52
Global View Capital Management
Wisconsin
$2.2M +$2.21M +94,378 New
IAA
53
Independent Advisor Alliance
North Carolina
$2.15M +$2.16M +92,338 New
Stifel Financial
54
Stifel Financial
Missouri
$2.05M +$90.6K +3,869 +5%
SPIA
55
Steward Partners Investment Advisory
New York
$1.94M +$147K +6,298 +8%
CP
56
Camelot Portfolios
Ohio
$1.92M -$30.3K -1,295 -2%
AC
57
AIFG Consultants
New York
$1.89M -$4.89M -208,698 -72%
KAS
58
Kestra Advisory Services
Texas
$1.81M -$300K -12,827 -14%
ACM
59
Altrius Capital Management
North Carolina
$1.81M -$150K -6,394 -8%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$1.75M +$891K +38,048 +102%
PWSG
61
Pacific Wealth Strategies Group
California
$1.75M +$1.51M +64,431 +602%
SEEDPG
62
S.E.E.D. Planning Group
New York
$1.65M -$371K -15,843 -18%
VPF
63
Vantage Point Financial
Illinois
$1.64M +$1.65M +70,500 New
CIC
64
Carnegie Investment Counsel
Ohio
$1.61M +$73.5K +3,140 +5%
IA
65
IFP Advisors
Florida
$1.6M -$93K -3,972 -5%
AFA
66
AA Financial Advisors
Ohio
$1.52M +$999K +42,661 +187%
WRPWM
67
Werba Rubin Papier Wealth Management
California
$1.43M +$112K +4,798 +8%
NA
68
NewEdge Advisors
Louisiana
$1.41M +$27.8K +1,186 +2%
LWA
69
Ledgewood Wealth Advisors
New Hampshire
$1.41M +$22.8K +972 +2%
SWM
70
Segment Wealth Management
Texas
$1.4M +$33.9K +1,450 +2%
AF
71
Allworth Financial
California
$1.23M +$565K +24,151 +84%
AFG
72
Atomi Financial Group
New York
$1.21M +$95.5K +4,078 +9%
BCI
73
Brinker Capital Investments
Pennsylvania
$1.2M +$58.6K +2,502 +5%
OPS
74
Orion Portfolio Solutions
Nebraska
$1.2M +$58.6K +2,502 +5%
GWM
75
Geneos Wealth Management
Colorado
$1.17M +$310K +13,249 +36%
1 2
3
4 5

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.