BSJT icon

Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

Overview Fund Activity

84 hedge funds and large institutions have $186M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
19
Increased
40
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$40.3M
2
MWM
Modern Wealth Management
Kansas
$7.65M
3
KCM
Kaye Capital Management
California
$7.65M
4
PCS
Private Client Services
Kentucky
$2.44M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.83M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$902K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$14.5M
5
APA
Astoria Portfolio Advisors
New York
$923K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$40.3M +$12.2M +569,070 +44%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.5M -$343K -15,954 -2%
EH
3
Equitable Holdings
New York
$12.8M +$903K +41,945 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.18M +$188K +8,744 +2%
KCM
5
Kaye Capital Management
California
$7.65M +$4.61M +214,407 +152%
MWM
6
Modern Wealth Management
Kansas
$7.65M +$7.65M +355,560 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.53M -$24.8K -1,151 -0.3%
SIC
8
SFE Investment Counsel
California
$7.27M +$411K +19,089 +6%
Morgan Stanley
9
Morgan Stanley
New York
$7.21M +$417K +19,381 +6%
IAS
10
IMA Advisory Services
Colorado
$6.8M +$204K +9,501 +3%
GGI
11
GPM Growth Investors
Michigan
$4.74M +$139K +6,436 +3%
AA
12
Advisory Alpha
Michigan
$3.96M +$352K +16,361 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.6M -$224K -10,400 -6%
Wells Fargo
14
Wells Fargo
California
$3.15M +$83.5K +3,881 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$3.06M +$362K +16,842 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.83M +$1.77M +82,113 +166%
UBS Group
17
UBS Group
Switzerland
$2.67M +$936K +43,490 +54%
PCS
18
Private Client Services
Kentucky
$2.44M +$2.44M +113,603 New
MA
19
MONECO Advisors
Connecticut
$2.02M +$507K +23,545 +33%
HWM
20
Howard Wealth Management
Connecticut
$1.99M -$54.3K -2,523 -3%
SIA
21
Summit Investment Advisors
Maryland
$1.87M +$186K +8,711 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.82M +$465K +21,614 +34%
SIAS
23
Summit Investment Advisory Services
Minnesota
$1.74M +$1.74M +80,784 New
PFS
24
Prospera Financial Services
Texas
$1.67M +$65.7K +3,052 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$1.55M +$319K +14,824 +26%
1
2 3 4