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Invesco BulletShares 2029 High Yield Corporate Bond ETF

35 hedge funds and large institutions have $47.5M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

68% more capital invested

Capital invested by funds: $28.3M → $47.5M (+$19.1M)

40% more funds holding

Funds holding: 2535 (+10)

15.03% more ownership

Funds ownership: 55.76%70.8% (+15%)

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$7.98M +$8.01M +380,865 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.74M +$1.48M +70,293 +28%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.42M +$1.17M +55,708 +22%
EH
4
Equitable Holdings
New York
$5.23M +$3.29M +156,692 +169%
LPL Financial
5
LPL Financial
California
$5.14M +$1.41M +67,063 +38%
SIC
6
SFE Investment Counsel
California
$4.41M +$2.25M +106,948 +104%
Morgan Stanley
7
Morgan Stanley
New York
$2.5M +$543K +25,814 +28%
Jane Street
8
Jane Street
New York
$991K +$177K +8,401 +22%
MA
9
MONECO Advisors
Connecticut
$970K +$243K +11,552 +33%
OMC
10
Old Mission Capital
Illinois
$768K -$107K -5,108 -12%
EWM
11
Empirical Wealth Management
Washington
$670K +$37.8K +1,799 +6%
RJA
12
Raymond James & Associates
Florida
$594K +$55.2K +2,623 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$537K +$539K +25,625 New
Bank of America
14
Bank of America
North Carolina
$470K -$142K -6,729 -23%
4FG
15
4Thought Financial Group
New York
$448K +$47.3K +2,249 +12%
UBS Group
16
UBS Group
Switzerland
$446K +$3.13K +149 +0.7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$428K -$82.6K -3,930 -16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$394K +$396K +18,808 New
RC
19
Rovin Capital
Arizona
$376K +$116K +5,504 +44%
Wells Fargo
20
Wells Fargo
California
$374K -$21 -1 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$338K +$40.3K +1,916 +13%
HIP
22
HUB Investment Partners
Texas
$312K -$518K -24,648 -62%
SWM
23
Segment Wealth Management
Texas
$283K
AFG
24
Atomi Financial Group
New York
$201K +$202K +9,599 New
SPIA
25
Steward Partners Investment Advisory
New York
$111K +$111K +5,275 New

BSJT Hedge Fund Activity: Q2 2024 in Review

35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q2 2024, worth a combined $47.5M — up 68% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSJT positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was Legacy Financial Group (Iowa), opening a new position worth an estimated $8.01M. The largest seller was HUB Investment Partners, cutting an estimated $518K.

  • 35 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q2 2024, up from 25 in Q1 2024.
  • Funds reported $47.5M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q2 2024, up 68% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q2 2024 and 1 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q2 2024 was Legacy Financial Group (Iowa), an estimated $8.01M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q2 2024 was HUB Investment Partners, an estimated $518K sold.

Based on aggregated 13F filings for Q2 2024.