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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

42 hedge funds and large institutions have $72.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

52% more capital invested

Capital invested by funds: $47.5M → $72.3M (+$24.8M)

20% more funds holding

Funds holding: 35 → 42 (+7)

8.34% less ownership

Funds ownership: 70.8% → 62.45% (-8.3%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.67M
2
EH
Equitable Holdings
New York
+$3.03M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$2.15M
4
HWM
Howard Wealth Management
Connecticut
+$1.69M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$563K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$220K
3
Jane Street
Jane Street
New York
-$104K
4
TSWM
Tyler-Stone Wealth Management
Ohio
-$14.7K
5
4FG
4Thought Financial Group
New York
-$710
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$271K +$267K +12,399 New
SI
27
Stephens Inc
Arkansas
$266K +$262K +12,182 New
IAS
28
IMA Advisory Services
Colorado
$236K +$232K +10,790 New
OMC
29
Old Mission Capital
Illinois
$229K -$563K -26,169 -71%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$222K -$220K -10,237 -50%
AWA
31
Alaska Wealth Advisors
Alaska
$201K +$197K +9,175 New
LFG
32
Larson Financial Group
Missouri
$176K +$93.8K +4,361 +118%
CAL
33
Capital Analysts LLC
Pennsylvania
$142K +$80.5K +3,741 +136%
KFI
34
Key Financial Inc
Pennsylvania
$132K +$29.6K +1,375 +29%
SPIA
35
Steward Partners Investment Advisory
New York
$120K +$4.2K +195 +4%
GI
36
GAMMA Investing
California
$80.7K +$45.1K +2,095 +131%
HI
37
Harbour Investments
Wisconsin
$51.4K +$50.6K +2,350 New
GWM
38
Geneos Wealth Management
Colorado
$42.2K +$41.5K +1,930 New
ACA
39
Aptus Capital Advisors
Alabama
$11.4K +$9.83K +457 +692%
GWANC
40
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4K +$9.83K +457 +692%
NA
41
NewEdge Advisors
Louisiana
$4.39K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$22 +$22 +1 New
TSWM
43
Tyler-Stone Wealth Management
Ohio
– -$14.7K -700 Closed
1
2

BSJT Hedge Fund Activity: Q3 2024 in Review

42 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q3 2024, worth a combined $72.3M — up 52% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSJT positions and 1 closed out — a net gain of 8 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.67M. The largest seller was Old Mission Capital, cutting an estimated $563K.

  • 42 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $72.3M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q3 2024, up 52% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $7.67M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $563K sold.

Based on aggregated 13F filings for Q3 2024.