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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

70 hedge funds and large institutions have $145M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $110M → $145M (+$35.1M)

21% more funds holding

Funds holding: 58 → 70 (+12)

1.05% less ownership

Funds ownership: 64.12% → 63.06% (-1.1%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
40
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.39M
2
IAS
IMA Advisory Services
Colorado
+$6.33M
3
KCM
Kaye Capital Management
California
+$3.03M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M
5
EH
Equitable Holdings
New York
+$1.98M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.99M
2
IAA
Independent Advisor Alliance
North Carolina
-$903K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$559K
4
LWL
Leo Wealth LLC
Texas
-$298K
5
TCM
Tassel Capital Management
North Carolina
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.1M +$691K +32,206 +162%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.04M +$205K +9,533 +24%
SWM
28
Segment Wealth Management
Texas
$841K +$43K +2,005 +5%
OMC
29
Old Mission Capital
Illinois
$833K +$848K +39,494 New
Bank of America
30
Bank of America
North Carolina
$827K +$197K +9,164 +31%
VWWMG
31
Vermillion & White Wealth Management Group
Pennsylvania
$805K +$820K +38,204 New
HIP
32
HUB Investment Partners
Texas
$781K +$110K +5,116 +16%
EWM
33
Empirical Wealth Management
Washington
$703K +$9.85K +459 +1%
VPF
34
Vantage Point Financial
Illinois
$697K +$452K +21,045 +175%
HI
35
Harbour Investments
Wisconsin
$688K +$104K +4,865 +18%
RC
36
Rovin Capital
Arizona
$662K +$6.98K +325 +1%
BCM
37
Brookstone Capital Management
Illinois
$592K -$37.7K -1,755 -6%
PAG
38
Private Advisory Group
Washington
$563K +$573K +26,695 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$554K +$49.6K +2,312 +10%
AFG
40
Atomi Financial Group
New York
$469K +$7.71K +359 +2%
4FG
41
4Thought Financial Group
New York
$466K +$6.01K +280 +1%
TPBG
42
Turning Point Benefit Group
Maryland
$418K +$442K +20,588 New
Stifel Financial
43
Stifel Financial
Missouri
$412K +$420K +19,560 New
Jones Financial Companies
44
Jones Financial Companies
Missouri
$407K +$414K +19,289 New
ACM
45
AlphaStar Capital Management
North Carolina
$334K -$7.38K -344 -2%
SI
46
Stephens Inc
Arkansas
$326K +$70.1K +3,265 +27%
TWM
47
Topsail Wealth Management
North Carolina
$310K +$12.5K +582 +4%
VA
48
VestGen Advisors
Illinois
$295K +$301K +14,005 New
IF
49
Ironwood Financial
Arizona
$283K +$15K +700 +5%
IFG
50
Independent Financial Group
California
$257K +$262K +12,209 New
1
2
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BSJT Hedge Fund Activity: Q1 2025 in Review

70 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q1 2025, worth a combined $145M — up 32% from $110M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJT positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.39M. The largest seller was Jane Street, exiting entirely with an estimated $2.99M sold.

  • 70 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $145M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q1 2025, up 32% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q1 2025 and 6 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $8.39M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2025.