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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

70 hedge funds and large institutions have $145M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $110M → $145M (+$35.1M)

21% more funds holding

Funds holding: 58 → 70 (+12)

1.05% less ownership

Funds ownership: 64.12% → 63.06% (-1.1%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
40
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.39M
2
IAS
IMA Advisory Services
Colorado
+$6.33M
3
KCM
Kaye Capital Management
California
+$3.03M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M
5
EH
Equitable Holdings
New York
+$1.98M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.99M
2
IAA
Independent Advisor Alliance
North Carolina
-$903K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$559K
4
LWL
Leo Wealth LLC
Texas
-$298K
5
TCM
Tassel Capital Management
North Carolina
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$27.5M +$8.39M +390,650 +43%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.6M +$650K +30,268 +5%
EH
3
Equitable Holdings
New York
$11.6M +$1.98M +92,083 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.82M -$559K -26,034 -7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.4M +$185K +8,595 +3%
SIC
6
SFE Investment Counsel
California
$6.71M +$472K +21,992 +7%
Morgan Stanley
7
Morgan Stanley
New York
$6.66M +$917K +42,723 +16%
IAS
8
IMA Advisory Services
Colorado
$6.46M +$6.33M +294,947 +2,584%
GGI
9
GPM Growth Investors
Michigan
$4.51M +$170K +7,900 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.74M +$960K +44,738 +34%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.72M +$2.88M +134,253 +318%
AA
12
Advisory Alpha
Michigan
$3.53M +$352K +16,408 +11%
Wells Fargo
13
Wells Fargo
California
$3M +$863K +40,225 +39%
KCM
14
Kaye Capital Management
California
$2.98M +$3.03M +141,153 New
Raymond James Financial
15
Raymond James Financial
Florida
$2.64M +$421K +19,613 +19%
HWM
16
Howard Wealth Management
Connecticut
$2.01M -$5.04K -235 -0.2%
UBS Group
17
UBS Group
Switzerland
$1.7M +$812K +37,827 +88%
SIA
18
Summit Investment Advisors
Maryland
$1.65M +$1.69M +78,613 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.59M +$1.62M +75,533 New
PFS
20
Prospera Financial Services
Texas
$1.58M +$201K +9,382 +14%
MA
21
MONECO Advisors
Connecticut
$1.49M +$64.1K +2,987 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.33M +$578K +26,920 +74%
NA
23
NewEdge Advisors
Louisiana
$1.25M +$1.23M +57,168 +2,822%
SPIA
24
Steward Partners Investment Advisory
New York
$1.21M +$1.23M +57,145 +29,305%
APA
25
Astoria Portfolio Advisors
New York
$1.15M +$830K +38,682 +236%
1
2 3 4

BSJT Hedge Fund Activity: Q1 2025 in Review

70 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q1 2025, worth a combined $145M — up 32% from $110M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJT positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.39M. The largest seller was Jane Street, exiting entirely with an estimated $2.99M sold.

  • 70 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $145M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q1 2025, up 32% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q1 2025 and 6 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $8.39M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2025.