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Invesco BulletShares 2029 High Yield Corporate Bond ETF

85 hedge funds and large institutions have $190M 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, 42 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $145M → $190M (+$45.5M)

21% more funds holding

Funds holding: 7085 (+15)

4.99% more ownership

Funds ownership: 63.06%68.05% (+5%)

Holders
85
Holders Change
+15
Holders Change %
+21.43%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
42
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$40.3M +$12M +569,070 +44%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.5M -$336K -15,954 -2%
EH
3
Equitable Holdings
New York
$12.8M +$884K +41,945 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.18M +$184K +8,744 +2%
KCM
5
Kaye Capital Management
California
$7.65M +$4.52M +214,407 +152%
MWM
6
Modern Wealth Management
Kansas
$7.65M +$7.49M +355,560 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.53M -$24.3K -1,151 -0.3%
SIC
8
SFE Investment Counsel
California
$7.27M +$402K +19,089 +6%
Morgan Stanley
9
Morgan Stanley
New York
$7.21M +$408K +19,381 +6%
IAS
10
IMA Advisory Services
Colorado
$6.8M +$200K +9,501 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.11M +$2.26M +107,296 +61%
GGI
12
GPM Growth Investors
Michigan
$4.74M +$136K +6,436 +3%
AA
13
Advisory Alpha
Michigan
$3.96M +$345K +16,361 +10%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.6M -$219K -10,400 -6%
Wells Fargo
15
Wells Fargo
California
$3.15M +$81.8K +3,881 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$3.06M +$355K +16,842 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.83M +$1.73M +82,113 +166%
UBS Group
18
UBS Group
Switzerland
$2.67M +$917K +43,490 +54%
PCS
19
Private Client Services
Kentucky
$2.44M +$2.39M +113,603 New
MA
20
MONECO Advisors
Connecticut
$2.02M +$496K +23,545 +33%
HWM
21
Howard Wealth Management
Connecticut
$1.99M -$53.2K -2,523 -3%
SIA
22
Summit Investment Advisors
Maryland
$1.87M +$184K +8,711 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.82M +$456K +21,614 +34%
PFS
24
Prospera Financial Services
Texas
$1.67M +$64.3K +3,052 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$1.55M +$312K +14,824 +26%

BSJT Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q2 2025, worth a combined $190M — up 31% from $145M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSJT positions and 4 closed out — a net gain of 15 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.59M sold.

  • 85 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $190M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q2 2025 and 4 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $12M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q2 2025 was Bank of Montreal, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2025.