We are live on ! Find out more
BSJT icon

Invesco BulletShares 2029 High Yield Corporate Bond ETF

25 hedge funds and large institutions have $28.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

98% more capital invested

Capital invested by funds: $14.3M → $28.3M (+$14M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

19% more funds holding

Funds holding: 2125 (+4)

7.46% more ownership

Funds ownership: 48.3%55.76% (+7.5%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.32M +$5.31M +251,309 New
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$5.31M +$5.3M +250,739 New
LPL Financial
3
LPL Financial
California
$3.77M +$3.24M +153,194 +616%
SIC
4
SFE Investment Counsel
California
$2.19M +$1.08M +50,969 +98%
Morgan Stanley
5
Morgan Stanley
New York
$1.98M -$869K -41,127 -31%
EH
6
Equitable Holdings
New York
$1.97M +$1.05M +49,855 +116%
OMC
7
Old Mission Capital
Illinois
$884K -$870K -41,199 -50%
HIP
8
HUB Investment Partners
Texas
$837K +$182K +8,638 +28%
Jane Street
9
Jane Street
New York
$823K -$1M -47,378 -55%
MA
10
MONECO Advisors
Connecticut
$736K +$409K +19,349 +126%
EWM
11
Empirical Wealth Management
Washington
$639K +$87.8K +4,156 +16%
Bank of America
12
Bank of America
North Carolina
$618K +$191K +9,026 +45%
RJA
13
Raymond James & Associates
Florida
$545K +$201K +9,508 +59%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$515K -$52.5K -2,484 -9%
UBS Group
15
UBS Group
Switzerland
$447K +$409K +19,372 +1,115%
4FG
16
4Thought Financial Group
New York
$405K -$7.77K -368 -2%
Wells Fargo
17
Wells Fargo
California
$378K -$853K -40,411 -69%
Osaic Holdings
18
Osaic Holdings
Arizona
$301K +$29.3K +1,387 +11%
SWM
19
Segment Wealth Management
Texas
$286K +$285K +13,490 New
RC
20
Rovin Capital
Arizona
$264K +$263K +12,454 New
CAL
21
Capital Analysts LLC
Pennsylvania
$37K -$6.23K -295 -14%
AA
22
Ancora Advisors
Ohio
$34.5K +$34.4K +1,631 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$30K +$1.99K +94 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25K +$24.9K +1,181 New
NA
25
NewEdge Advisors
Louisiana
$4.26K -$296 -14 -7%

BSJT Hedge Fund Activity: Q1 2024 in Review

25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q1 2024, worth a combined $28.3M — up 98% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSJT positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Jane Street, cutting an estimated $1M.

  • 25 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $28.3M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q1 2024, up 98% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $5.31M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2024.