We are live on ! Find out more
BSJS icon

Invesco BulletShares 2028 High Yield Corporate Bond ETF

54 hedge funds and large institutions have $95.3M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

33% more capital invested

Capital invested by funds: $71.5M → $95.3M (+$23.8M)

15% more funds holding

Funds holding: 4754 (+7)

8.32% less ownership

Funds ownership: 64.72%56.4% (-8.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
31
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$9.44M +$1.23M +56,911 +15%
LPL Financial
2
LPL Financial
California
$9.18M +$4.75M +220,039 +108%
Jane Street
3
Jane Street
New York
$6.9M +$4.91M +227,711 +251%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.11M +$1.68M +77,664 +38%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$5.61M +$1.65M +76,274 +42%
Morgan Stanley
6
Morgan Stanley
New York
$5.54M -$704K -32,635 -11%
HIP
7
HUB Investment Partners
Texas
$5.43M +$1.65M +76,455 +44%
SIC
8
SFE Investment Counsel
California
$5.32M +$894K +41,412 +20%
Wells Fargo
9
Wells Fargo
California
$4.57M +$546K +25,302 +14%
EH
10
Equitable Holdings
New York
$3.62M +$1.31M +60,907 +57%
AA
11
Advisory Alpha
Michigan
$3.43M +$74.6K +3,458 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.5M +$211K +9,768 +9%
Ameriprise
13
Ameriprise
Minnesota
$2.31M +$302K +13,988 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.1M +$156K +7,222 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.7M +$1.69M +78,289 New
CA
16
Cetera Advisors
Colorado
$1.63M +$435K +20,152 +37%
IF
17
Ironwood Financial
Arizona
$1.36M +$156K +7,210 +13%
OMC
18
Old Mission Capital
Illinois
$1.33M +$1.33M +61,457 New
PFS
19
Prospera Financial Services
Texas
$1.27M +$1.26M +58,585 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.22M +$138K +6,410 +13%
FC
21
FCA Corp
Texas
$1.19M +$840K +38,924 +241%
NA
22
NewEdge Advisors
Louisiana
$1.04M +$980K +45,394 +1,794%
RJA
23
Raymond James & Associates
Florida
$1.01M +$401K +18,604 +66%
MA
24
MONECO Advisors
Connecticut
$988K -$163K -7,530 -14%
Osaic Holdings
25
Osaic Holdings
Arizona
$836K -$139K -6,421 -14%

BSJS Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) for Q1 2024, worth a combined $95.3M — up 33% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSJS positions and 3 closed out — a net gain of 8 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $4.91M. The largest seller was Flow Traders U.S., cutting an estimated $1.22M.

  • 54 institutional investors held Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $95.3M of Invesco BulletShares 2028 High Yield Corporate Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2028 High Yield Corporate Bond ETF positions in Q1 2024 and 3 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $4.91M added.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2024.