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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

42 hedge funds and large institutions have $72.3M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

52% more capital invested

Capital invested by funds: $47.5M → $72.3M (+$24.8M)

20% more funds holding

Funds holding: 35 → 42 (+7)

8.34% less ownership

Funds ownership: 70.8% → 62.45% (-8.3%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.67M
2
EH
Equitable Holdings
New York
+$3.03M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$2.15M
4
HWM
Howard Wealth Management
Connecticut
+$1.69M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$563K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$220K
3
Jane Street
Jane Street
New York
-$104K
4
TSWM
Tyler-Stone Wealth Management
Ohio
-$14.7K
5
4FG
4Thought Financial Group
New York
-$710
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$13.2M +$7.67M +356,706 +146%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$10.5M +$2.15M +99,746 +26%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.57M +$1.52M +70,476 +22%
EH
4
Equitable Holdings
New York
$8.54M +$3.03M +141,027 +56%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.71M +$1.05M +48,699 +16%
SIC
6
SFE Investment Counsel
California
$5.38M +$777K +36,103 +17%
Morgan Stanley
7
Morgan Stanley
New York
$3.81M +$1.19M +55,117 +46%
HWM
8
Howard Wealth Management
Connecticut
$1.71M +$1.69M +78,396 New
MA
9
MONECO Advisors
Connecticut
$1.39M +$371K +17,231 +37%
Jane Street
10
Jane Street
New York
$927K -$104K -4,857 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$907K +$341K +15,861 +62%
EWM
12
Empirical Wealth Management
Washington
$715K +$15.4K +717 +2%
RJA
13
Raymond James & Associates
Florida
$696K +$75K +3,486 +12%
UBS Group
14
UBS Group
Switzerland
$676K +$208K +9,681 +46%
RC
15
Rovin Capital
Arizona
$675K +$278K +12,934 +72%
HIP
16
HUB Investment Partners
Texas
$604K +$274K +12,744 +86%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$575K +$541K +25,132 +2,128%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$520K +$107K +4,969 +26%
Bank of America
19
Bank of America
North Carolina
$509K +$18.3K +849 +4%
AFG
20
Atomi Financial Group
New York
$470K +$256K +11,909 +124%
4FG
21
4Thought Financial Group
New York
$467K -$710 -33 -0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$464K +$457K +21,222 New
Wells Fargo
23
Wells Fargo
California
$457K +$66.2K +3,076 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$360K +$7.06K +328 +2%
SWM
25
Segment Wealth Management
Texas
$309K +$14K +650 +5%
1
2

BSJT Hedge Fund Activity: Q3 2024 in Review

42 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q3 2024, worth a combined $72.3M — up 52% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSJT positions and 1 closed out — a net gain of 8 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.67M. The largest seller was Old Mission Capital, cutting an estimated $563K.

  • 42 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $72.3M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q3 2024, up 52% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $7.67M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $563K sold.

Based on aggregated 13F filings for Q3 2024.