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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

58 hedge funds and large institutions have $110M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 4

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

52% more capital invested

Capital invested by funds: $72.3M → $110M (+$37.4M)

38% more funds holding

Funds holding: 42 → 58 (+16)

1.66% more ownership

Funds ownership: 62.45% → 64.12% (+1.7%)

Holders
58
Holders Change
+16
Holders Change %
+38.1%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.76M
2
GGI
GPM Growth Investors
Michigan
+$4.46M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$3.9M
4
AA
Advisory Alpha
Michigan
+$3.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.14M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$272K
2
OMC
Old Mission Capital
Illinois
-$229K
3
AWA
Alaska Wealth Advisors
Alaska
-$201K
4
SPIA
Steward Partners Investment Advisory
New York
-$114K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$58.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$6.76M +312,520 +52%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.1M +$3.9M +179,978 +37%
EH
3
Equitable Holdings
New York
$9.85M +$1.51M +69,811 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.5M +$111K +5,144 +1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.33M -$272K -12,558 -4%
SIC
6
SFE Investment Counsel
California
$6.34M +$1.09M +50,242 +20%
Morgan Stanley
7
Morgan Stanley
New York
$5.84M +$2.14M +98,815 +57%
GGI
8
GPM Growth Investors
Michigan
$4.4M +$4.46M +205,888 New
AA
9
Advisory Alpha
Michigan
$3.23M +$3.27M +151,108 New
Jane Street
10
Jane Street
New York
$2.99M +$2.1M +97,197 +229%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.84M +$1.98M +91,417 +220%
Raymond James Financial
12
Raymond James Financial
Florida
$2.26M +$2.29M +105,764 New
Wells Fargo
13
Wells Fargo
California
$2.19M +$1.76M +81,341 +389%
HWM
14
Howard Wealth Management
Connecticut
$2.04M +$368K +16,993 +22%
MA
15
MONECO Advisors
Connecticut
$1.44M +$85.4K +3,948 +6%
PFS
16
Prospera Financial Services
Texas
$1.4M +$1.41M +65,372 New
UBS Group
17
UBS Group
Switzerland
$919K +$260K +12,020 +39%
IAA
18
Independent Advisor Alliance
North Carolina
$903K +$914K +42,225 New
Osaic Holdings
19
Osaic Holdings
Arizona
$902K +$557K +25,746 +157%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$854K +$294K +13,602 +52%
SWM
21
Segment Wealth Management
Texas
$811K +$514K +23,770 +168%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$774K +$514K +23,767 +192%
EWM
23
Empirical Wealth Management
Washington
$704K +$4.74K +219 +0.7%
HIP
24
HUB Investment Partners
Texas
$683K +$93.3K +4,312 +16%
RC
25
Rovin Capital
Arizona
$665K +$3.83K +177 +0.6%
1
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BSJT Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q4 2024, worth a combined $110M — up 52% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSJT positions and 3 closed out — a net gain of 18 holders — while 30 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.76M. The largest seller was Mercer Global Advisors, cutting an estimated $272K.

  • 58 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $110M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $6.76M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $272K sold.

Based on aggregated 13F filings for Q4 2024.