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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

89 hedge funds and large institutions have $209M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $190M → $209M (+$18.5M)

5% more funds holding

Funds holding: 85 → 89 (+4)

6.39% less ownership

Funds ownership: 68.05% → 61.66% (-6.4%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
53
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.75M
2
Wells Fargo
Wells Fargo
California
+$4.75M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.44M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.38M
5
UBS Group
UBS Group
Switzerland
+$1.83M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.69M
2
LWL
Leo Wealth LLC
Texas
-$1.34M
3
Goldman Sachs
Goldman Sachs
New York
-$1.34M
4
SI
Stephens Inc
Arkansas
-$252K
5
SPIA
Steward Partners Investment Advisory
New York
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$49.2M +$8.75M +406,861 +22%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$15.7M +$1.13M +52,757 +8%
EH
3
Equitable Holdings
New York
$13.5M +$663K +30,815 +5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.94M +$2.38M +110,786 +32%
MWM
5
Modern Wealth Management
Kansas
$8.43M +$761K +35,403 +10%
Wells Fargo
6
Wells Fargo
California
$7.92M +$4.75M +220,764 +151%
SIC
7
SFE Investment Counsel
California
$7.69M +$411K +19,103 +6%
Morgan Stanley
8
Morgan Stanley
New York
$7.48M +$252K +11,719 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.24M +$1.13M +52,570 +19%
IAS
10
IMA Advisory Services
Colorado
$6.81M -$108 -5 -0%
GGI
11
GPM Growth Investors
Michigan
$4.71M -$38.2K -1,776 -0.8%
UBS Group
12
UBS Group
Switzerland
$4.52M +$1.83M +85,124 +68%
AA
13
Advisory Alpha
Michigan
$4.17M +$197K +9,145 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.17M +$559K +25,987 +16%
Raymond James Financial
15
Raymond James Financial
Florida
$3.21M +$147K +6,828 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.2M +$363K +16,874 +13%
MA
17
MONECO Advisors
Connecticut
$2.67M +$644K +29,961 +32%
HWM
18
Howard Wealth Management
Connecticut
$2.51M +$513K +23,843 +26%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$2.45M +$2.44M +113,475 New
Jane Street
20
Jane Street
New York
$2.44M +$1.73M +80,286 +246%
PCS
21
Private Client Services
Kentucky
$2.42M -$32K -1,489 -1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$2.18M +$653K +30,380 +43%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.95M +$123K +5,729 +7%
PFS
24
Prospera Financial Services
Texas
$1.75M +$72.4K +3,366 +4%
Bank of America
25
Bank of America
North Carolina
$1.6M +$393K +18,283 +33%
1
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BSJT Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q3 2025, worth a combined $209M — up 9.7% from $190M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJT positions and 7 closed out — a net gain of 7 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.75M. The largest seller was Envestnet Asset Management, cutting an estimated $6.69M.

  • 89 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $209M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $8.75M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $6.69M sold.

Based on aggregated 13F filings for Q3 2025.