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.
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%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$6.76M |
| 2 |
GGI
GPM Growth Investors
Bloomfield Hills,
Michigan
|
+$4.46M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$3.9M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.27M |
| 5 |
Morgan Stanley
New York
|
+$2.14M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $43.3K | +$39.5K | +1,825 | +908% |
|
|
HFS
52
Horizon Financial Services
Winston Salem,
North Carolina
| $42.4K | +$42.9K | +1,984 | New |
|
|
HWM
53
Horizons Wealth Management
Asheville,
North Carolina
| $39.8K | +$40.2K | +1,858 | New |
|
|
AA
54
Ancora Advisors
Cleveland,
Ohio
| $36K | +$36.4K | +1,683 | New |
|
|
ACA
55
Aptus Capital Advisors
Fairhope,
Alabama
| $11.2K | – | – | – |
|
|
GWANC
56
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $11.2K | – | – | – |
|
|
PTC
57
Private Trust Company
Cleveland,
Ohio
| $7.62K | +$7.71K | +356 | New |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| $4.17K | -$114K | -5,275 | -96% |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$229K | -10,467 | Closed |
|
|
AWA
60
Alaska Wealth Advisors
Anchorage,
Alaska
| – | -$201K | -9,175 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
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.