We are live on ! Find out more
BSJT icon

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
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$270K +$20.6K +957 +8%
BCPWM
77
Bradley & Co Private Wealth Management
Florida
$264K – – –
GWM
78
Geneos Wealth Management
Colorado
$263K – – –
TCM
79
Tassel Capital Management
North Carolina
$261K +$58.2K +2,709 +29%
OMC
80
Old Mission Capital
Illinois
$254K -$36.9K -1,719 -13%
FIA
81
Foundations Investment Advisors
Arizona
$253K -$88.4K -4,111 -26%
JWCA
82
J.W. Cole Advisors
Florida
$235K +$16.7K +776 +7%
GGI
83
GPM Growth Investors
Michigan
$230K -$4.47M -207,765 -95%
WWMP
84
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$223K +$223K +10,366 New
MWP
85
Meriwether Wealth & Planning
Louisiana
$221K +$6.3K +293 +3%
ADL
86
Asset Dedication LLC
California
$208K – – –
BCA
87
Bitterroot Capital Advisors
Montana
$163K +$163K +7,561 New
LFG
88
Larson Financial Group
Missouri
$152K -$37.8K -1,759 -20%
KFAS
89
Keating Financial Advisory Services
Kansas
$148K +$148K +6,874 New
CAL
90
Capital Analysts LLC
Pennsylvania
$140K -$3.18K -148 -2%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$134K -$63.2K -2,941 -32%
Comerica Bank
92
Comerica Bank
Texas
$101K +$86K +4,000 +573%
HWM
93
Horizons Wealth Management
North Carolina
$77.3K +$3.7K +172 +5%
AIM
94
Anchor Investment Management
South Carolina
$52.3K – – –
PTC
95
Private Trust Company
Ohio
$41.4K +$31.7K +1,476 +329%
HFS
96
Horizon Financial Services
North Carolina
$28.9K – – –
CI
97
CX Institutional
Indiana
$26K +$881 +41 +4%
WWM
98
Wolff Wiese Magana
California
$21.5K +$21.5K +1,000 New
GI
99
GAMMA Investing
California
$20.5K +$645 +30 +3%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.5K +628 New
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.