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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

103 hedge funds and large institutions have $264M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

265% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 17

26% more capital invested

Capital invested by funds: $209M → $264M (+$55.1M)

16% more funds holding

Funds holding: 89 → 103 (+14)

5.39% more ownership

Funds ownership: 61.66% → 67.05% (+5.4%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
62
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWL
Leo Wealth LLC
Texas
+$9.06M
2
IWM
IHT Wealth Management
Illinois
+$7.93M
3
Wells Fargo
Wells Fargo
California
+$4.89M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.41M
5
LPL Financial
LPL Financial
California
+$3.51M

Top Sellers

1
GGI
GPM Growth Investors
Michigan
-$4.47M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.12M
3
CFGA
Cambridge Financial Group (Arizona)
Arizona
-$493K
4
HGA
Hobbs Group Advisors
South Carolina
-$380K
5
EH
Equitable Holdings
New York
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
26
Private Client Services
Kentucky
$2.5M +$93.3K +4,340 +4%
MA
27
MONECO Advisors
Connecticut
$2.4M -$264K -12,294 -10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.19M +$243K +11,302 +12%
HIP
29
HUB Investment Partners
Texas
$1.8M +$993K +46,219 +123%
Ameriprise
30
Ameriprise
Minnesota
$1.65M +$316K +14,699 +24%
TPBG
31
Turning Point Benefit Group
Maryland
$1.6M +$465K +21,652 +41%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M +$51.1K +2,379 +3%
ATS
33
Ashton Thomas Securities
New York
$1.5M +$1.49M +69,520 New
NA
34
NewEdge Advisors
Louisiana
$1.42M +$18.7K +871 +1%
HI
35
Harbour Investments
Wisconsin
$1.3M +$222K +10,350 +21%
SPIA
36
Steward Partners Investment Advisory
New York
$1.19M -$139K -6,452 -10%
PWSG
37
Pacific Wealth Strategies Group
California
$1.17M +$789K +36,698 +210%
Stifel Financial
38
Stifel Financial
Missouri
$1.15M -$83K -3,860 -7%
AFG
39
Atomi Financial Group
New York
$1.11M +$415K +19,308 +59%
APA
40
Astoria Portfolio Advisors
New York
$958K +$53.8K +2,505 +6%
RC
41
Rovin Capital
Arizona
$899K +$54.6K +2,541 +6%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$886K +$286K +13,288 +48%
SWM
43
Segment Wealth Management
Texas
$855K +$20K +930 +2%
EWM
44
Empirical Wealth Management
Washington
$756K +$17.1K +795 +2%
AWA
45
Ark Wealth Advisors
California
$704K +$704K +32,745 New
APW
46
Axim Planning & Wealth
Ohio
$703K +$101K +4,685 +17%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$701K +$148K +6,882 +27%
VWWMG
48
Vermillion & White Wealth Management Group
Pennsylvania
$691K +$84.5K +3,934 +14%
CA
49
Clearstead Advisors
Ohio
$682K +$682K +31,714 New
VPF
50
Vantage Point Financial
Illinois
$662K -$11.7K -544 -2%
1
2
3 4 5

BSJT Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q4 2025, worth a combined $264M — up 26% from $209M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJT positions and 4 closed out — a net gain of 14 holders — while 62 added to existing stakes and 17 trimmed.

The largest buyer was Leo Wealth LLC, opening a new position worth an estimated $9.06M. The largest seller was GPM Growth Investors, cutting an estimated $4.47M.

  • 103 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $264M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q4 2025 was Leo Wealth LLC, an estimated $9.06M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q4 2025 was GPM Growth Investors, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2025.