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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
ACM
76
Absolute Capital Management
Pennsylvania
$1.17M +$205K +8,757 +21%
FC
77
FCA Corp
Texas
$1.15M +$42.3K +1,808 +4%
SS
78
Sound Stewardship
Kansas
$1.15M +$18K +771 +2%
AAS
79
Avantax Advisory Services
Texas
$1.13M +$142K +6,062 +14%
LWL
80
Leo Wealth LLC
Texas
$1.05M +$750K +32,041 +248%
R
81
Rebalance
California
$1.04M -$1.21M -51,725 -54%
KFI
82
Key Financial Inc
Pennsylvania
$1.01M +$287K +12,250 +39%
Brown Advisory
83
Brown Advisory
Maryland
$981K – – –
HWAM
84
Hennion & Walsh Asset Management
New Jersey
$966K -$513K -21,910 -35%
FIA
85
Foundations Investment Advisors
Arizona
$954K +$718K +30,651 +296%
EH
86
Equitable Holdings
New York
$940K -$18.8K -802 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$939K -$56.9K -2,430 -6%
NRI
88
NFP Retirement Inc
California
$938K +$295K +12,604 +46%
WMWM
89
Wilkins Miller Wealth Management
Alabama
$931K +$936K +39,980 New
GI
90
GAMMA Investing
California
$916K +$387K +16,548 +73%
NB
91
Northwest Bancshares
Pennsylvania
$891K +$447K +19,090 +99%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$885K +$103K +4,419 +13%
AWS
93
Atria Wealth Solutions
New York
$852K – – –
GI
94
Gradient Investments
Minnesota
$830K +$834K +35,640 New
MOS
95
MGO One Seven
Ohio
$827K +$217K +9,255 +35%
CAL
96
Capital Analysts LLC
Pennsylvania
$814K +$5.36K +229 +0.7%
SI
97
Stephens Inc
Arkansas
$738K +$29K +1,238 +4%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$726K +$730K +31,200 New
EWM
99
Empirical Wealth Management
Washington
$720K +$28.4K +1,212 +4%
Lido Advisors
100
Lido Advisors
California
$669K +$154K +6,559 +30%
2 3
4
5 6

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.