We are live on ! Find out more
BSJS icon

Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS

137 hedge funds and large institutions have $368M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $278M → $368M (+$90M)

10% more funds holding

Funds holding: 125 → 137 (+12)

6.01% more ownership

Funds ownership: 58.56% → 64.57% (+6%)

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
85
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.8M
2
LWL
Leo Wealth LLC
Texas
+$8.39M
3
LPL Financial
LPL Financial
California
+$8.23M
4
Raymond James Financial
Raymond James Financial
Florida
+$5.75M
5
Wells Fargo
Wells Fargo
California
+$4.12M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.31M
2
ACM
Absolute Capital Management
Pennsylvania
-$1.28M
3
EH
Equitable Holdings
New York
-$1.05M
4
CPRC
Consolidated Portfolio Review Corp
New York
-$1M
5
Goldman Sachs
Goldman Sachs
New York
-$799K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$4.04M +$3.31M +150,483 +451%
AI
27
Atria Investments
North Carolina
$3.98M +$555K +25,212 +16%
HWM
28
Howard Wealth Management
Connecticut
$3.77M +$1.15M +52,163 +44%
Mariner
29
Mariner
Kansas
$3.43M +$131K +5,972 +4%
Bank of America
30
Bank of America
North Carolina
$3.4M +$980K +44,575 +41%
PFS
31
Prospera Financial Services
Texas
$3.28M +$319K +14,523 +11%
Invesco
32
Invesco
Georgia
$2.41M -$234K -10,638 -9%
IF
33
Ironwood Financial
Arizona
$2.35M -$10.2K -462 -0.4%
Stifel Financial
34
Stifel Financial
Missouri
$2.2M +$120K +5,441 +6%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2.16M +$245K +11,143 +13%
Jane Street
36
Jane Street
New York
$2.08M +$2.07M +94,327 New
PWSG
37
Pacific Wealth Strategies Group
California
$2.05M +$1.26M +57,067 +158%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$1.89M +$353K +16,062 +23%
SSWM
39
Strait & Sound Wealth Management
California
$1.84M +$262K +11,896 +17%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.82M -$198K -9,007 -10%
AFG
41
Atomi Financial Group
New York
$1.74M +$829K +37,673 +91%
OIM
42
Oder Investment Management
California
$1.71M +$593K +26,980 +53%
SEEDPG
43
S.E.E.D. Planning Group
New York
$1.67M -$24.6K -1,118 -1%
TPBG
44
Turning Point Benefit Group
Maryland
$1.59M +$460K +20,907 +41%
ATS
45
Ashton Thomas Securities
New York
$1.52M +$254K +11,554 +20%
NA
46
NewEdge Advisors
Louisiana
$1.46M +$20.8K +947 +1%
AWA
47
Ark Wealth Advisors
California
$1.33M +$1.33M +60,548 New
SS
48
Sound Stewardship
Kansas
$1.32M +$91.2K +4,146 +7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.31M +$1.31M +59,712 New
SWM
50
Segment Wealth Management
Texas
$1.2M +$20K +910 +2%
1
2
3 4 5

BSJS Hedge Fund Activity: Q4 2025 in Review

137 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) for Q4 2025, worth a combined $368M — up 32% from $278M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJS positions and 12 closed out — a net gain of 12 holders — while 85 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $1.31M sold.

  • 137 institutional investors held Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) as of Q4 2025, up from 125 in Q3 2025.
  • Funds reported $368M of Invesco BulletShares 2028 High Yield Corporate Bond ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2028 High Yield Corporate Bond ETF positions in Q4 2025 and 12 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF buyer in Q4 2025 was Morgan Stanley, an estimated $14.8M added.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2025.