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Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ

197 hedge funds and large institutions have $800M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

8% more funds holding

Funds holding: 182 → 197 (+15)

1.18% more ownership

Funds ownership: 66.97% → 68.14% (+1.2%)

4% more capital invested

Capital invested by funds: $773M → $800M (+$27.3M)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
31
Increased
82
Reduced
67
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWL
Leo Wealth LLC
Texas
+$8.5M
2
MCP
Mirador Capital Partners
California
+$6.85M
3
LPL Financial
LPL Financial
California
+$5.06M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.96M
5
MAM
Milestone Asset Management
Pennsylvania
+$3.94M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$9.29M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.5M
3
Jane Street
Jane Street
New York
-$7.94M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.89M
5
TRCT
Tower Research Capital (TRC)
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
151
Atomi Financial Group
New York
$284K -$3.51M -149,965 -92%
CA
152
Claro Advisors
Massachusetts
$271K +$58.3K +2,493 +27%
HFS
153
Horizon Financial Services
North Carolina
$267K +$63K +2,695 +31%
CIC
154
Carnegie Investment Counsel
Ohio
$256K -$646K -27,650 -72%
NSG
155
Nalls Sherbakoff Group
Tennessee
$253K -$34.3K -1,465 -12%
Creative Planning
156
Creative Planning
Kansas
$230K +$230K +9,836 New
WQ
157
Wealth Quarterback
New Jersey
$227K +$227K +9,721 New
AQR Capital Management
158
AQR Capital Management
Connecticut
$220K -$3.58K -153 -2%
MF
159
Meridian Financial
Massachusetts
$215K -$5.84K -250 -3%
WA
160
Waverly Advisors
Alabama
$213K +$8.86K +379 +4%
IAS
161
Insigneo Advisory Services
Florida
$210K +$210K +9,000 New
PTC
162
Private Trust Company
Ohio
$205K -$21.3K -909 -9%
TVAMP
163
Tennessee Valley Asset Management Partners
Tennessee
$202K +$202K +8,655 New
MA
164
Mutual Advisors
Nebraska
$201K -$23K -983 -10%
FF
165
Farnam Financial
Arizona
$200K +$201K +8,582 New
KFAS
166
Keating Financial Advisory Services
Kansas
$174K +$174K +7,450 New
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$149K – – –
BlackRock
168
BlackRock
New York
$119K +$36.5K +1,563 +44%
GRP
169
Global Retirement Partners
California
$111K +$46K +1,966 +70%
ADL
170
Asset Dedication LLC
California
$92.2K – – –
CA
171
CoreCap Advisors
Michigan
$89.1K -$138K -5,921 -61%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$84.1K -$17.3K -738 -17%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$62.7K +$59.8K +2,559 +1,999%
AF
174
Alerus Financial
North Dakota
$60K – – –
ATS
175
Ashton Thomas Securities
New York
$55K -$115K -4,907 -68%
5 6
7
8 9

BSJQ Hedge Fund Activity: Q4 2025 in Review

197 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) for Q4 2025, worth a combined $800M — up 3.5% from $773M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSJQ positions and 16 closed out — a net gain of 15 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Leo Wealth LLC, opening a new position worth an estimated $8.5M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $9.29M.

  • 197 institutional investors held Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) as of Q4 2025, up from 182 in Q3 2025.
  • Funds reported $800M of Invesco BulletShares 2026 High Yield Corporate Bond ETF stock for Q4 2025, up 3.5% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2026 High Yield Corporate Bond ETF positions in Q4 2025 and 16 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF buyer in Q4 2025 was Leo Wealth LLC, an estimated $8.5M added.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF seller in Q4 2025 was Legacy Financial Group (Iowa), an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2025.