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Invesco BulletShares 2026 High Yield Corporate Bond ETF

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: 78 (+1)

7% more funds holding

Funds holding: 150160 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$300K +$38K +1,625 +14%
RGF
127
Retirement Guys Formula
Ohio
$284K +$44.4K +1,896 +18%
BW
128
BXM Wealth
Colorado
$250K +$251K +10,741 New
SSWM
129
Strait & Sound Wealth Management
California
$239K +$240K +10,254 New
DAS
130
Dynamic Advisor Solutions
Arizona
$233K +$234K +10,013 New
SWP
131
Stratos Wealth Partners
Ohio
$225K +$25.7K +1,097 +13%
SB
132
Strategic Blueprint
Georgia
$223K +$224K +9,588 New
MF
133
Meridian Financial
Massachusetts
$211K +$212K +9,049 New
FF
134
Friedenthal Financial
New Jersey
$209K +$1.26K +54 +0.6%
CA
135
CoreCap Advisors
Michigan
$194K
ATS
136
Ashton Thomas Securities
New York
$184K -$1.17M -50,050 -86%
VWA
137
VSM Wealth Advisory
Maryland
$165K +$166K +7,109 New
TWM
138
Topsail Wealth Management
North Carolina
$149K +$150K +6,390 New
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$141K +$50.6K +2,161 +55%
HFS
140
Horizon Financial Services
North Carolina
$120K +$42.4K +1,812 +54%
HI
141
Harbour Investments
Wisconsin
$116K -$2.95K -126 -2%
PTC
142
Private Trust Company
Ohio
$116K +$5.85K +250 +5%
PS
143
Principal Securities
Iowa
$115K +$187 +8 +0.2%
DP
144
Denver PWM
Colorado
$90.3K +$1.45K +62 +2%
GRP
145
Global Retirement Partners
California
$65.1K -$9.11K -389 -12%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$60.2K -$32K -1,366 -35%
UCB
147
United Community Bank
South Carolina
$51.2K +$51.5K +2,200 New
RMP
148
Richards, Merrill & Peterson
Washington
$41.5K +$41.7K +1,783 New
ACA
149
Aptus Capital Advisors
Alabama
$36.6K +$26.8K +1,146 +270%
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.6K +$26.8K +1,146 +270%

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.