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Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS

102 hedge funds and large institutions have $168M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

36% more funds holding

Funds holding: 75 → 102 (+27)

23% more capital invested

Capital invested by funds: $136M → $168M (+$31.5M)

4.11% more ownership

Funds ownership: 50.08% → 54.19% (+4.1%)

Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
46
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
Rovin Capital
Arizona
+$3.21M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.18M
3
RL
Retireful LLC
Michigan
+$1.81M
4
Wells Fargo
Wells Fargo
California
+$1.3M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.28M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.19M
2
OMC
Old Mission Capital
Illinois
-$238K
3
AWA
Alaska Wealth Advisors
Alaska
-$201K
4
FC
FCA Corp
Texas
-$191K
5
Invesco
Invesco
Georgia
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$1.26M +$1.28M +58,270 New
OMC
27
Old Mission Capital
Illinois
$1.26M -$238K -10,831 -16%
ATS
28
Ashton Thomas Securities
New York
$1.25M +$1.27M +57,821 New
NA
29
NewEdge Advisors
Louisiana
$1.23M +$35.6K +1,620 +3%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$1.23M +$479K +21,798 +63%
SEEDPG
31
S.E.E.D. Planning Group
New York
$1.21M +$1.23M +55,796 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.18M +$572K +26,013 +91%
SWM
33
Segment Wealth Management
Texas
$1.13M +$413K +18,780 +56%
Bank of America
34
Bank of America
North Carolina
$1.07M +$314K +14,296 +41%
FC
35
FCA Corp
Texas
$1.07M -$191K -8,682 -15%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.07M +$1.08M +49,130 New
GI
37
GAMMA Investing
California
$1.01M +$460K +20,930 +81%
HI
38
Harbour Investments
Wisconsin
$974K +$860K +39,142 +675%
VPF
39
Vantage Point Financial
Illinois
$958K +$971K +44,174 New
Osaic Holdings
40
Osaic Holdings
Arizona
$942K +$164K +7,477 +21%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$819K +$185K +8,418 +29%
AFG
42
Atomi Financial Group
New York
$815K +$13.3K +604 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$791K +$219K +9,952 +38%
CPRC
44
Consolidated Portfolio Review Corp
New York
$771K +$782K +35,561 New
MA
45
MONECO Advisors
Connecticut
$756K -$80.4K -3,658 -9%
IAS
46
IMA Advisory Services
Colorado
$737K -$82.5K -3,753 -10%
EWM
47
Empirical Wealth Management
Washington
$700K +$18.9K +860 +3%
BCM
48
Brookstone Capital Management
Illinois
$654K +$26.2K +1,191 +4%
Stifel Financial
49
Stifel Financial
Missouri
$654K +$155K +7,050 +30%
Brown Advisory
50
Brown Advisory
Maryland
$630K -$102K -4,640 -14%
1
2
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BSJS Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) for Q4 2024, worth a combined $168M — up 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSJS positions and 3 closed out — a net gain of 29 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Rovin Capital, adding an estimated $3.21M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.19M.

  • 102 institutional investors held Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) as of Q4 2024, up from 75 in Q3 2024.
  • Funds reported $168M of Invesco BulletShares 2028 High Yield Corporate Bond ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2028 High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF buyer in Q4 2024 was Rovin Capital, an estimated $3.21M added.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF seller in Q4 2024 was Steward Partners Investment Advisory, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2024.