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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

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

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
UBS Group
1
UBS Group
Switzerland
$50.9M +$35.8M +1,530,905 +234%
Raymond James Financial
2
Raymond James Financial
Florida
$48.9M +$49.2M +2,101,828 New
MCP
3
Mirador Capital Partners
California
$34.7M +$30.7M +1,312,999 +730%
Morgan Stanley
4
Morgan Stanley
New York
$34.5M +$2.93M +125,352 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29M +$1.98M +84,765 +7%
LPL Financial
6
LPL Financial
California
$26.5M +$298K +12,726 +1%
Wells Fargo
7
Wells Fargo
California
$21M +$2.43M +103,763 +13%
SFG
8
Sterling Financial Group
California
$20.4M +$20.5M +877,333 New
Legacy Financial Group (Iowa)
9
Legacy Financial Group (Iowa)
Iowa
$18M +$1.22M +52,298 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.1M +$7.7M +328,736 +90%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$15.2M +$11.7M +498,521 +319%
IWP
12
Insight Wealth Partners
Texas
$13.2M -$9.48K -405 -0.1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$283K -12,093 -2%
IF
14
Ironwood Financial
Arizona
$10.8M +$166K +7,077 +2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$10.6M +$882K +37,659 +9%
Bank of America
16
Bank of America
North Carolina
$9.14M +$1.25M +53,542 +16%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$8.2M -$161K -6,888 -2%
UCFA
18
United Capital Financial Advisors
Texas
$7.81M +$7.86M +335,807 New
LFG
19
Larson Financial Group
Missouri
$7.77M +$2.19M +93,549 +39%
DIM
20
Delta Investment Management
California
$7.68M -$627K -26,778 -8%
SIC
21
SFE Investment Counsel
California
$7.68M +$493K +21,042 +7%
AWM
22
Avior Wealth Management
Nebraska
$7.57M +$267K +11,392 +4%
AA
23
Advisory Alpha
Michigan
$6.95M +$806K +34,422 +13%
SIA
24
Summit Investment Advisors
Maryland
$6.61M +$6.59M +281,639 New
Osaic Holdings
25
Osaic Holdings
Arizona
$6.17M +$1.36M +58,276 +28%
1
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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.