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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

58 hedge funds and large institutions have $110M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

52% more capital invested

Capital invested by funds: $72.3M → $110M (+$37.4M)

38% more funds holding

Funds holding: 42 → 58 (+16)

1.66% more ownership

Funds ownership: 62.45% → 64.12% (+1.7%)

Holders
58
Holders Change
+16
Holders Change %
+38.1%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.76M
2
GGI
GPM Growth Investors
Michigan
+$4.46M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$3.9M
4
AA
Advisory Alpha
Michigan
+$3.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.14M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$272K
2
OMC
Old Mission Capital
Illinois
-$229K
3
AWA
Alaska Wealth Advisors
Alaska
-$201K
4
SPIA
Steward Partners Investment Advisory
New York
-$114K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$58.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$643K +$146K +6,748 +29%
BCM
27
Brookstone Capital Management
Illinois
$639K +$646K +29,857 New
HI
28
Harbour Investments
Wisconsin
$594K +$550K +25,401 +1,081%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$513K +$59.9K +2,768 +13%
AFG
30
Atomi Financial Group
New York
$468K +$8.07K +373 +2%
4FG
31
4Thought Financial Group
New York
$467K +$10.6K +490 +2%
Ameriprise
32
Ameriprise
Minnesota
$426K +$431K +19,912 New
AIM
33
Advyzon Investment Management
Illinois
$368K +$372K +17,197 New
APA
34
Astoria Portfolio Advisors
New York
$350K +$354K +16,370 New
ACM
35
AlphaStar Capital Management
North Carolina
$346K +$350K +16,184 New
TWM
36
Topsail Wealth Management
North Carolina
$302K +$305K +14,105 New
LWL
37
Leo Wealth LLC
Texas
$298K +$302K +13,941 New
TCM
38
Tassel Capital Management
North Carolina
$278K +$281K +12,995 New
IF
39
Ironwood Financial
Arizona
$273K +$276K +12,741 New
SI
40
Stephens Inc
Arkansas
$261K – – –
VPF
41
Vantage Point Financial
Illinois
$257K +$260K +12,032 New
IAS
42
IMA Advisory Services
Colorado
$244K +$13.5K +626 +6%
FIA
43
Foundations Investment Advisors
Arizona
$219K +$221K +10,234 New
KFI
44
Key Financial Inc
Pennsylvania
$214K +$85.3K +3,940 +65%
LFG
45
Larson Financial Group
Missouri
$165K -$7.79K -360 -4%
JP Morgan Chase
46
JP Morgan Chase
New York
$160K +$162K +7,500 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$160K -$58.3K -2,693 -26%
CAL
48
Capital Analysts LLC
Pennsylvania
$142K +$3.2K +148 +2%
GI
49
GAMMA Investing
California
$102K +$23.4K +1,080 +29%
GWM
50
Geneos Wealth Management
Colorado
$75.1K +$34.2K +1,580 +82%
1
2
3

BSJT Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q4 2024, worth a combined $110M — up 52% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSJT positions and 3 closed out — a net gain of 18 holders — while 30 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.76M. The largest seller was Mercer Global Advisors, cutting an estimated $272K.

  • 58 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $110M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $6.76M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $272K sold.

Based on aggregated 13F filings for Q4 2024.