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.
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%)
Top Buyers
| 1 |
RC
Rovin Capital
Mesa,
Arizona
|
+$3.21M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.18M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
+$1.81M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.3M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.28M |
Top Sellers
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.19M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$238K |
| 3 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$201K |
| 4 |
FC
FCA Corp
Houston,
Texas
|
-$191K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTIC
101
Missouri Trust & Investment Company
Springfield,
Missouri
| $499 | – | – | – |
|
102
Fidelity Investments
Boston,
Massachusetts
| $22 | -$66 | -3 | -75% |
|
|
AWA
103
Alaska Wealth Advisors
Anchorage,
Alaska
| – | -$201K | -9,063 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$61.4K | -2,770 | Closed |
|
|
HGERS
105
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$45K | -2,070 | Closed |
|
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.