Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
35 hedge funds and large institutions have $47.5M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
68% more capital invested
Capital invested by funds: $28.3M → $47.5M (+$19.1M)
40% more funds holding
Funds holding: 25 → 35 (+10)
15.03% more ownership
Funds ownership: 55.76% → 70.8% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$8.01M |
| 2 |
EH
Equitable Holdings
New York
|
+$3.29M |
| 3 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$2.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.48M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$518K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$142K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$107K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$82.6K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$34.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $97.9K | +$98.2K | +4,670 | New |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $77.3K | +$77.6K | +3,689 | New |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $58K | +$21.1K | +1,004 | +57% |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $41K | +$10.9K | +520 | +36% |
|
|
GI
30
GAMMA Investing
Foster City,
California
| $33.5K | +$33.6K | +1,597 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
|
TSWM
32
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $14.7K | +$14.7K | +700 | New |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $4.21K | – | – | – |
|
|
ACA
34
Aptus Capital Advisors
Fairhope,
Alabama
| $1.38K | +$1.39K | +66 | New |
|
|
GWANC
35
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.38K | +$1.39K | +66 | New |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| – | -$34.5K | -1,631 | Closed |
|
BSJT Hedge Fund Activity: Q2 2024 in Review
35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q2 2024, worth a combined $47.5M — up 68% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BSJT positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Legacy Financial Group (Iowa), opening a new position worth an estimated $8.01M. The largest seller was HUB Investment Partners, cutting an estimated $518K.
- 35 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $47.5M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q2 2024, up 68% quarter-over-quarter.
- 11 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q2 2024 and 1 closed out, a net change of +10 holders.
- The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q2 2024 was Legacy Financial Group (Iowa), an estimated $8.01M added.
- The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q2 2024 was HUB Investment Partners, an estimated $518K sold.
Based on aggregated 13F filings for Q2 2024.