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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

89 hedge funds and large institutions have $209M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $190M → $209M (+$18.5M)

5% more funds holding

Funds holding: 85 → 89 (+4)

6.39% less ownership

Funds ownership: 68.05% → 61.66% (-6.4%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
53
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.75M
2
Wells Fargo
Wells Fargo
California
+$4.75M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.44M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.38M
5
UBS Group
UBS Group
Switzerland
+$1.83M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.69M
2
LWL
Leo Wealth LLC
Texas
-$1.34M
3
Goldman Sachs
Goldman Sachs
New York
-$1.34M
4
SI
Stephens Inc
Arkansas
-$252K
5
SPIA
Steward Partners Investment Advisory
New York
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
51
4Thought Financial Group
New York
$462K -$151 -7 -0%
TWM
52
Topsail Wealth Management
North Carolina
$450K +$13.1K +610 +3%
CCA
53
Carrera Capital Advisors
Michigan
$417K +$7.1K +330 +2%
KFI
54
Key Financial Inc
Pennsylvania
$385K +$49.9K +2,320 +15%
HGA
55
Hobbs Group Advisors
South Carolina
$380K +$378K +17,595 New
PWSG
56
Pacific Wealth Strategies Group
California
$378K +$43.7K +2,030 +13%
IF
57
Ironwood Financial
Arizona
$360K +$70K +3,256 +24%
ACM
58
AlphaStar Capital Management
North Carolina
$357K +$9.55K +444 +3%
IFG
59
Independent Financial Group
California
$354K +$80.1K +3,726 +29%
FIA
60
Foundations Investment Advisors
Arizona
$342K +$341K +15,858 New
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$335K +$17.6K +819 +6%
AWA
62
Alaska Wealth Advisors
Alaska
$325K +$324K +15,063 New
FFA
63
Farther Finance Advisors
California
$321K +$128K +5,952 +67%
OMC
64
Old Mission Capital
Illinois
$292K +$291K +13,550 New
AIM
65
Advyzon Investment Management
Illinois
$268K +$25.6K +1,189 +11%
FC
66
FCA Corp
Texas
$266K +$266K +12,352 New
BCPWM
67
Bradley & Co Private Wealth Management
Florida
$265K – – –
GWM
68
Geneos Wealth Management
Colorado
$264K +$161K +7,500 +159%
VBFP
69
Valtinson Bruner Financial Planning
Minnesota
$250K +$1.66K +77 +0.7%
CIC
70
Carnegie Investment Counsel
Ohio
$250K +$249K +11,579 New
NWAG
71
Net Worth Advisory Group
Utah
$247K +$10.3K +480 +4%
JWCA
72
J.W. Cole Advisors
Florida
$241K +$240K +11,151 New
FMI
73
F/M Investments
District of Columbia
$237K +$237K +11,001 New
KAS
74
Kestra Advisory Services
Texas
$226K +$24K +1,117 +12%
MWP
75
Meriwether Wealth & Planning
Louisiana
$216K +$3.1K +144 +1%
1 2
3
4

BSJT Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q3 2025, worth a combined $209M — up 9.7% from $190M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJT positions and 7 closed out — a net gain of 7 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.75M. The largest seller was Envestnet Asset Management, cutting an estimated $6.69M.

  • 89 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $209M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $8.75M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q3 2025.