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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
MA
101
MONECO Advisors
Connecticut
$296K -$120K -5,469 -29%
GWM
102
Geneos Wealth Management
Colorado
$288K -$24.2K -1,100 -8%
BWM
103
BCS Wealth Management
Tennessee
$284K +$284K +12,916 New
NRI
104
NFP Retirement Inc
California
$277K +$44.5K +2,022 +19%
EAM
105
Evanson Asset Management
California
$274K +$19K +864 +7%
BW
106
BXM Wealth
Colorado
$261K +$3.3K +150 +1%
QCIG
107
Quad-Cities Investment Group
Iowa
$240K +$38K +1,726 +19%
TCM
108
Tassel Capital Management
North Carolina
$235K +$32.6K +1,483 +16%
WQ
109
Wealth Quarterback
New Jersey
$222K +$222K +10,088 New
NFS
110
NewCorp Financial Services
Georgia
$215K +$215K +9,757 New
BCI
111
Brinker Capital Investments
Pennsylvania
$210K +$210K +9,534 New
AIM
112
Anchor Investment Management
South Carolina
$188K +$35.2K +1,600 +23%
KFAS
113
Keating Financial Advisory Services
Kansas
$170K +$170K +7,747 New
APCM
114
Alaska Permanent Capital Management
Alaska
$157K +$2.44K +111 +2%
LFG
115
Larson Financial Group
Missouri
$138K -$38.1K -1,733 -22%
KAS
116
Kestra Advisory Services
Texas
$127K +$127K +5,772 New
ADL
117
Asset Dedication LLC
California
$95.7K – – –
HWM
118
Horizons Wealth Management
North Carolina
$83.8K +$16.3K +741 +24%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$67.3K +$32.8K +1,490 +95%
NSG
120
Nalls Sherbakoff Group
Tennessee
$53.5K -$20.9K -952 -28%
WOSD
121
WFA of San Diego
California
$50.5K – – –
PTC
122
Private Trust Company
Ohio
$47.7K +$27K +1,226 +130%
GI
123
GAMMA Investing
California
$42.2K +$15.1K +685 +56%
CI
124
CX Institutional
Indiana
$42K +$902 +41 +2%
WWM
125
Wolff Wiese Magana
California
$32.7K +$10.1K +460 +45%
2 3 4
5
6

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.