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Invesco BulletShares 2029 High Yield Corporate Bond ETF

14 hedge funds and large institutions have $7.05M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 1314 (+1)

7.08% less ownership

Funds ownership: 42.49%35.4% (-7.1%)

9% less capital invested

Capital invested by funds: $7.78M → $7.05M (-$730K)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.54M +$324K +15,999 +14%
Jane Street
2
Jane Street
New York
$879K -$1.67M -82,594 -65%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$720K +$734K +36,245 New
FTUS
4
Flow Traders U.S.
New York
$571K -$86.3K -4,260 -13%
VCM
5
Virtue Capital Management
Tennessee
$469K
HIP
6
HUB Investment Partners
Texas
$440K
4FG
7
4Thought Financial Group
New York
$386K +$5.37K +265 +1%
MA
8
MONECO Advisors
Connecticut
$299K +$304K +15,022 New
LPL Financial
9
LPL Financial
California
$267K +$272K +13,438 New
Osaic Holdings
10
Osaic Holdings
Arizona
$228K +$41.3K +2,037 +22%
Bank of America
11
Bank of America
North Carolina
$189K +$82.7K +4,082 +75%
Morgan Stanley
12
Morgan Stanley
New York
$34.5K +$14.2K +700 +68%
UBS Group
13
UBS Group
Switzerland
$22.1K -$53.8K -2,656 -70%
NA
14
NewEdge Advisors
Louisiana
$1.93K
ZIM
15
Zacks Investment Management
Illinois
-$448K -22,008 Closed
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
-$93.6K -4,596 Closed

BSJT Hedge Fund Activity: Q3 2023 in Review

14 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q3 2023, worth a combined $7.05M — down 9.4% from $7.78M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BSJT positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $734K. The largest seller was Jane Street, cutting an estimated $1.67M.

  • 14 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q3 2023, up from 13 in Q2 2023.
  • Funds reported $7.05M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q3 2023, down 9.4% quarter-over-quarter.
  • 3 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $734K added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2023.