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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
ADL
76
Asset Dedication LLC
California
$208K – – –
TCM
77
Tassel Capital Management
North Carolina
$203K +$202K +9,408 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$198K +$2.37K +110 +1%
LFG
79
Larson Financial Group
Missouri
$190K +$3.23K +150 +2%
CAL
80
Capital Analysts LLC
Pennsylvania
$143K – – –
HWM
81
Horizons Wealth Management
North Carolina
$73.8K +$33.6K +1,562 +84%
AIM
82
Anchor Investment Management
South Carolina
$52.4K +$43K +2,000 +465%
HFS
83
Horizon Financial Services
North Carolina
$28.9K -$6.02K -280 -17%
CI
84
CX Institutional
Indiana
$25K +$25K +1,162 New
PS
85
Principal Securities
Iowa
$24.3K – – –
GI
86
GAMMA Investing
California
$19.9K -$2.11K -98 -10%
Comerica Bank
87
Comerica Bank
Texas
$15.1K – – –
ACA
88
Aptus Capital Advisors
Alabama
$11.3K – – –
PTC
89
Private Trust Company
Ohio
$9.69K – – –
LWL
90
Leo Wealth LLC
Texas
– -$1.34M -62,384 Closed
Goldman Sachs
91
Goldman Sachs
New York
– -$1.34M -62,156 Closed
SI
92
Stephens Inc
Arkansas
– -$252K -11,722 Closed
MWM
93
MorganRosel Wealth Management
Colorado
– -$129K -6,014 Closed
GWANC
94
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$11.3K -523 Closed
AWM
95
AE Wealth Management
Kansas
– -$538 -25 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– -$22 -1 Closed
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.