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Invesco BulletShares 2029 High Yield Corporate Bond ETF

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: 5870 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Advyzon Investment Management
Illinois
$250K -$114K -5,333 -31%
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$242K +$246K +11,457 New
KFI
53
Key Financial Inc
Pennsylvania
$238K +$28K +1,305 +13%
TSWM
54
Tyler-Stone Wealth Management
Ohio
$221K +$225K +10,500 New
NWAG
55
Net Worth Advisory Group
Utah
$203K +$207K +9,628 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$191K +$34K +1,582 +21%
LFG
57
Larson Financial Group
Missouri
$179K +$17.7K +824 +11%
JP Morgan Chase
58
JP Morgan Chase
New York
$158K
GWM
59
Geneos Wealth Management
Colorado
$157K +$84.4K +3,930 +112%
CAL
60
Capital Analysts LLC
Pennsylvania
$137K -$3.18K -148 -2%
MWM
61
MorganRosel Wealth Management
Colorado
$127K +$129K +6,014 New
GI
62
GAMMA Investing
California
$80.8K -$20.1K -937 -20%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$50K +$51.1K +2,382 New
HWM
64
Horizons Wealth Management
North Carolina
$39.2K
HFS
65
Horizon Financial Services
North Carolina
$37.6K -$4.34K -202 -10%
ACA
66
Aptus Capital Advisors
Alabama
$11K
GWANC
67
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K
AIM
68
Anchor Investment Management
South Carolina
$9.06K +$9.23K +430 New
PTC
69
Private Trust Company
Ohio
$7.76K +$258 +12 +3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$21 +$21 +1 New
Jane Street
71
Jane Street
New York
-$2.99M -139,598 Closed
IAA
72
Independent Advisor Alliance
North Carolina
-$903K -42,225 Closed
LWL
73
Leo Wealth LLC
Texas
-$298K -13,941 Closed
TCM
74
Tassel Capital Management
North Carolina
-$278K -12,995 Closed
FIA
75
Foundations Investment Advisors
Arizona
-$219K -10,234 Closed

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.