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Invesco BulletShares 2029 High Yield Corporate Bond ETF

85 hedge funds and large institutions have $190M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $145M → $190M (+$45.5M)

21% more funds holding

Funds holding: 7085 (+15)

4.99% more ownership

Funds ownership: 63.06%68.05% (+5%)

Holders
85
Holders Change
+15
Holders Change %
+21.43%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
42
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$1.52M +$1.09M +51,507 +267%
LWL
27
Leo Wealth LLC
Texas
$1.34M +$1.31M +62,384 New
Goldman Sachs
28
Goldman Sachs
New York
$1.34M +$1.31M +62,156 New
NA
29
NewEdge Advisors
Louisiana
$1.28M +$8.22K +390 +0.7%
Ameriprise
30
Ameriprise
Minnesota
$1.27M +$141K +6,670 +13%
Bank of America
31
Bank of America
North Carolina
$1.21M +$354K +16,814 +43%
APA
32
Astoria Portfolio Advisors
New York
$923K -$253K -12,025 -22%
SWM
33
Segment Wealth Management
Texas
$858K -$738 -35 -0.1%
Stifel Financial
34
Stifel Financial
Missouri
$857K +$427K +20,247 +104%
HI
35
Harbour Investments
Wisconsin
$834K +$129K +6,139 +19%
HIP
36
HUB Investment Partners
Texas
$817K +$19.4K +920 +2%
CFGA
37
Cambridge Financial Group (Arizona)
Arizona
$779K +$762K +36,179 New
VPF
38
Vantage Point Financial
Illinois
$744K +$31.7K +1,502 +5%
EWM
39
Empirical Wealth Management
Washington
$737K +$19K +903 +3%
TPBG
40
Turning Point Benefit Group
Maryland
$732K +$283K +13,438 +65%
Jane Street
41
Jane Street
New York
$702K +$687K +32,607 New
AFG
42
Atomi Financial Group
New York
$688K +$205K +9,732 +44%
RC
43
Rovin Capital
Arizona
$676K +$611 +29 +0.1%
VWWMG
44
Vermillion & White Wealth Management Group
Pennsylvania
$606K -$212K -10,047 -26%
BCM
45
Brookstone Capital Management
Illinois
$585K -$19.7K -933 -3%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$572K +$5.48K +260 +1%
PAG
47
Private Advisory Group
Washington
$477K -$95.6K -4,535 -17%
4FG
48
4Thought Financial Group
New York
$461K -$15K -710 -3%
TWM
49
Topsail Wealth Management
North Carolina
$436K +$117K +5,550 +38%
VA
50
VestGen Advisors
Illinois
$418K +$115K +5,474 +39%

BSJT Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q2 2025, worth a combined $190M — up 31% from $145M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSJT positions and 4 closed out — a net gain of 15 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.59M sold.

  • 85 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $190M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $12M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q2 2025 was Bank of Montreal, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2025.