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Invesco BulletShares 2026 High Yield Corporate Bond ETF

91 hedge funds and large institutions have $178M invested in Invesco BulletShares 2026 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $158M → $178M (+$20.8M)

10% more funds holding

Funds holding: 8391 (+8)

5.17% more ownership

Funds ownership: 57.94%63.11% (+5.2%)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
38
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1
Insight Wealth Partners
Texas
$13.7M +$366K +16,118 +3%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$12.4M +$754K +33,179 +6%
IF
3
Ironwood Financial
Arizona
$10.4M +$710K +31,248 +7%
LPL Financial
4
LPL Financial
California
$7.9M -$1.06M -46,811 -12%
CA
5
Cetera Advisors
Colorado
$6.94M +$648K +28,535 +10%
SIC
6
SFE Investment Counsel
California
$6.83M -$40.1K -1,767 -0.6%
Morgan Stanley
7
Morgan Stanley
New York
$6.39M -$1.91M -84,216 -23%
IWC
8
Integrated Wealth Concepts
Massachusetts
$6.35M -$346K -15,239 -5%
Wells Fargo
9
Wells Fargo
California
$6.32M +$792K +34,856 +14%
UBS Group
10
UBS Group
Switzerland
$6.24M +$1.49M +65,590 +32%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6M +$190K +8,351 +3%
Jane Street
12
Jane Street
New York
$5.42M +$4.72M +207,883 +697%
GGI
13
GPM Growth Investors
Michigan
$5.23M +$339K +14,921 +7%
SPIA
14
Steward Partners Investment Advisory
New York
$5.09M +$4.24M +186,472 +508%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.01M +$3M +132,238 +151%
SEEDPG
16
S.E.E.D. Planning Group
New York
$4.94M +$202K +8,875 +4%
AA
17
Advisory Alpha
Michigan
$3.74M +$402K +17,703 +12%
IWM
18
IHT Wealth Management
Illinois
$3.55M -$46.1K -2,030 -1%
BAM
19
Banta Asset Management
California
$3.5M +$1.41M +62,125 +68%
CP
20
Camelot Portfolios
Ohio
$2.86M +$26.7K +1,176 +0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.67M +$1.35M +59,635 +104%
PFS
22
Prospera Financial Services
Texas
$2.65M -$54.9K -2,417 -2%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$2.63M -$71.2K -3,136 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.55M +$774K +34,070 +44%
CIC
25
Carnegie Investment Counsel
Ohio
$2.54M -$235K -10,332 -8%

BSJQ Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) for Q2 2023, worth a combined $178M — up 13% from $158M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJQ positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $4.72M. The largest seller was Denver Wealth Management, exiting entirely with an estimated $2.29M sold.

  • 91 institutional investors held Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) as of Q2 2023, up from 83 in Q1 2023.
  • Funds reported $178M of Invesco BulletShares 2026 High Yield Corporate Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2026 High Yield Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $4.72M added.
  • The largest Invesco BulletShares 2026 High Yield Corporate Bond ETF seller in Q2 2023 was Denver Wealth Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2023.