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Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT

103 hedge funds and large institutions have $264M invested in Invesco BulletShares 2029 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

265% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 17

26% more capital invested

Capital invested by funds: $209M → $264M (+$55.1M)

16% more funds holding

Funds holding: 89 → 103 (+14)

5.39% more ownership

Funds ownership: 61.66% → 67.05% (+5.4%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
62
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWL
Leo Wealth LLC
Texas
+$9.06M
2
IWM
IHT Wealth Management
Illinois
+$7.93M
3
Wells Fargo
Wells Fargo
California
+$4.89M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.41M
5
LPL Financial
LPL Financial
California
+$3.51M

Top Sellers

1
GGI
GPM Growth Investors
Michigan
-$4.47M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.12M
3
CFGA
Cambridge Financial Group (Arizona)
Arizona
-$493K
4
HGA
Hobbs Group Advisors
South Carolina
-$380K
5
EH
Equitable Holdings
New York
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$52.6M +$3.51M +163,307 +7%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$17.6M +$1.99M +92,674 +13%
EH
3
Equitable Holdings
New York
$13.2M -$291K -13,522 -2%
Wells Fargo
4
Wells Fargo
California
$12.8M +$4.89M +227,750 +62%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$10.1M +$186K +8,643 +2%
LWL
6
Leo Wealth LLC
Texas
$9.1M +$9.06M +421,448 New
MWM
7
Modern Wealth Management
Kansas
$8.74M +$330K +15,370 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.57M +$4.41M +205,320 +106%
Morgan Stanley
9
Morgan Stanley
New York
$8.34M +$875K +40,735 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.29M +$1.05M +49,056 +15%
IWM
11
IHT Wealth Management
Illinois
$7.94M +$7.93M +369,141 New
SIC
12
SFE Investment Counsel
California
$7.79M +$115K +5,352 +2%
IAS
13
IMA Advisory Services
Colorado
$6.87M +$76.7K +3,571 +1%
BAM
14
Banta Asset Management
California
$6.56M +$6.56M +305,020 New
UBS Group
15
UBS Group
Switzerland
$6.24M +$1.73M +80,544 +38%
AA
16
Advisory Alpha
Michigan
$4.5M +$350K +16,293 +8%
Jane Street
17
Jane Street
New York
$4.24M +$1.81M +84,370 +75%
Raymond James Financial
18
Raymond James Financial
Florida
$3.79M +$586K +27,259 +18%
HWM
19
Howard Wealth Management
Connecticut
$3.7M +$1.2M +55,616 +48%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.38M +$184K +8,579 +6%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$3.15M +$977K +45,477 +45%
PFS
22
Prospera Financial Services
Texas
$2.82M +$1.08M +50,161 +62%
OIM
23
Oder Investment Management
California
$2.68M +$2.67M +124,418 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.58M +$135K +6,291 +6%
Bank of America
25
Bank of America
North Carolina
$2.57M +$973K +45,293 +61%
1
2 3 4 5

BSJT Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) for Q4 2025, worth a combined $264M — up 26% from $209M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJT positions and 4 closed out — a net gain of 14 holders — while 62 added to existing stakes and 17 trimmed.

The largest buyer was Leo Wealth LLC, opening a new position worth an estimated $9.06M. The largest seller was GPM Growth Investors, cutting an estimated $4.47M.

  • 103 institutional investors held Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) as of Q4 2025, up from 89 in Q3 2025.
  • Funds reported $264M of Invesco BulletShares 2029 High Yield Corporate Bond ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2029 High Yield Corporate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF buyer in Q4 2025 was Leo Wealth LLC, an estimated $9.06M added.
  • The largest Invesco BulletShares 2029 High Yield Corporate Bond ETF seller in Q4 2025 was GPM Growth Investors, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2025.