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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
BCM
101
Brookstone Capital Management
Illinois
$664K +$26.8K +1,144 +4%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$615K +$616K +26,297 New
JWCA
103
J.W. Cole Advisors
Florida
$615K +$337K +14,377 +119%
IF
104
IRON Financial
Illinois
$615K -$110K -4,696 -15%
BA
105
Ballew Advisors
Mississippi
$605K – – –
Comerica Bank
106
Comerica Bank
Texas
$570K +$3.6K +154 +0.6%
SNWA
107
Siligmueller & Norvid Wealth Advisors
Illinois
$546K +$549K +23,466 New
FA
108
FF Advisors
California
$546K +$24.9K +1,065 +5%
MA
109
MONECO Advisors
Connecticut
$541K +$2.36K +101 +0.4%
BlackRock
110
BlackRock
New York
$526K +$529K +22,582 New
PAG
111
Private Advisory Group
Washington
$509K +$3.77K +161 +0.7%
4FG
112
4Thought Financial Group
New York
$499K -$3.84K -164 -0.8%
SRC
113
Shufro Rose & Co
New York
$477K -$23.4K -1,000 -5%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$466K +$18.4K +786 +4%
ACM
115
AlphaStar Capital Management
North Carolina
$430K -$16.1K -686 -4%
QCIG
116
Quad-Cities Investment Group
Iowa
$404K +$5.38K +230 +1%
KOC
117
Koss-Olinger Consulting
Florida
$401K +$49.7K +2,122 +14%
MWP
118
Meriwether Wealth & Planning
Louisiana
$389K +$391K +16,693 New
RA
119
RFG Advisory
Alabama
$357K +$18.7K +800 +6%
DAS
120
Diversify Advisory Services
Utah
$348K -$29.7K -1,270 -8%
VBFP
121
Valtinson Bruner Financial Planning
Minnesota
$341K +$343K +14,648 New
AWA
122
Arete Wealth Advisors
Illinois
$327K +$10K +428 +3%
CFS
123
CRA Financial Services
New Jersey
$327K +$69.2K +2,958 +27%
NWAG
124
Net Worth Advisory Group
Utah
$321K +$7.23K +309 +2%
WA
125
WESPAC Advisors
California
$314K +$35.2K +1,505 +13%
3 4
5
6 7

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.