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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

21 hedge funds and large institutions have $14.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

103% more capital invested

Capital invested by funds: $7.05M → $14.3M (+$7.28M)

50% more funds holding

Funds holding: 14 → 21 (+7)

12.9% more ownership

Funds ownership: 35.4% → 48.3% (+13%)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.68M
2
OMC
Old Mission Capital
Illinois
+$1.68M
3
SIC
SFE Investment Counsel
California
+$1.06M
4
EH
Equitable Holdings
New York
+$871K
5
Jane Street
Jane Street
New York
+$850K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.41M
2
FTUS
Flow Traders U.S.
New York
-$571K
3
VCM
Virtue Capital Management
Tennessee
-$469K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.85M +$2.68M +132,702 +7,653%
Jane Street
2
Jane Street
New York
$1.83M +$850K +42,032 +95%
OMC
3
Old Mission Capital
Illinois
$1.76M +$1.68M +82,943 New
Wells Fargo
4
Wells Fargo
California
$1.23M -$1.41M -69,586 -54%
SIC
5
SFE Investment Counsel
California
$1.11M +$1.06M +52,274 New
EH
6
Equitable Holdings
New York
$912K +$871K +43,084 New
HIP
7
HUB Investment Partners
Texas
$654K +$176K +8,721 +39%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$568K -$191K -9,431 -26%
EWM
9
Empirical Wealth Management
Washington
$551K +$526K +26,015 New
LPL Financial
10
LPL Financial
California
$527K +$231K +11,437 +85%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$446K +$423K +20,894 New
Bank of America
12
Bank of America
North Carolina
$427K +$215K +10,639 +112%
4FG
13
4Thought Financial Group
New York
$413K +$1.98K +98 +0.5%
RJA
14
Raymond James & Associates
Florida
$344K +$328K +16,227 New
MA
15
MONECO Advisors
Connecticut
$326K +$7.48K +370 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$271K +$27.5K +1,361 +12%
CAL
17
Capital Analysts LLC
Pennsylvania
$43K +$41.3K +2,043 New
UBS Group
18
UBS Group
Switzerland
$36.8K +$12.6K +624 +56%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$29K +$27.2K +1,346 New
NA
20
NewEdge Advisors
Louisiana
$4.55K +$2.39K +118 +122%
TRCT
21
Tower Research Capital (TRC)
New York
$2.12K +$2.02K +100 New
FTUS
22
Flow Traders U.S.
New York
– -$571K -28,707 Closed
VCM
23
Virtue Capital Management
Tennessee
– -$469K -23,128 Closed

BSJT Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q4 2023, worth a combined $14.3M — up 103% from $7.05M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSJT positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.68M. The largest seller was Wells Fargo, cutting an estimated $1.41M.

  • 21 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q4 2023, up from 14 in Q3 2023.
  • Funds reported $14.3M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q4 2023, up 103% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.68M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2023.