Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
13 hedge funds and large institutions have $6.84M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
38% more capital invested
Capital invested by funds: $4.95M → $6.84M (+$1.89M)
0.27% more ownership
Funds ownership: 41.4% → 41.66% (+0.27%)
Top Buyers
Top Sellers
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$26.9K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$20.4K |
| 3 |
4FG
4Thought Financial Group
Syosset,
New York
|
-$81 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wells Fargo
San Francisco,
California
| $2.45M | +$190K | +9,342 | +8% |
|
2
Jane Street
New York
| $1.57M | +$114K | +5,579 | +8% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $706K | -$20.4K | -1,000 | -3% |
|
|
VCM
4
Virtue Capital Management
Brentwood,
Tennessee
| $469K | +$471K | +23,128 | New |
|
|
HIP
5
HUB Investment Partners
Austin,
Texas
| $455K | +$451K | +22,160 | New |
|
|
ZIM
6
Zacks Investment Management
Chicago,
Illinois
| $452K | +$448K | +22,008 | New |
|
|
4FG
7
4Thought Financial Group
Syosset,
New York
| $392K | -$81 | -4 | -0% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $181K | +$35.7K | +1,751 | +25% |
|
9
Bank of America
Charlotte,
North Carolina
| $70.9K | +$29.3K | +1,440 | +72% |
|
|
SIC
10
SJS Investment Consulting
Sylvania,
Ohio
| $35.7K | – | – | – |
|
11
JP Morgan Chase
New York
| $32K | +$32.2K | +1,580 | New |
|
12
Morgan Stanley
New York
| $21.2K | +$3.24K | +159 | +18% |
|
|
KM
13
Kalos Management
Alpharetta,
Georgia
| $2.79K | +$2.77K | +136 | New |
|
|
GRP
14
Global Retirement Partners
San Rafael,
California
| – | -$26.9K | -1,350 | Closed |
|
BSJT Hedge Fund Activity: Q1 2023 in Review
13 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q1 2023, worth a combined $6.84M — up 38% from $4.95M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSJT positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Virtue Capital Management, opening a new position worth an estimated $471K. The largest seller was Global Retirement Partners, exiting entirely with an estimated $26.9K sold.
- 13 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $6.84M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q1 2023, up 38% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q1 2023 was Virtue Capital Management, an estimated $471K added.
- The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q1 2023 was Global Retirement Partners, an estimated $26.9K sold.
Based on aggregated 13F filings for Q1 2023.