Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
31 hedge funds and large institutions have $36.7M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
66% more capital invested
Capital invested by funds: $22.1M → $36.7M (+$14.6M)
24% more funds holding
Funds holding: 25 → 31 (+6)
5.69% more ownership
Funds ownership: 45.87% → 51.56% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$7.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.7M |
| 3 |
Jane Street
New York
|
+$1.3M |
| 4 |
Morgan Stanley
New York
|
+$869K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$132K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$26K |
| 3 |
TSWM
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
-$10.2K |
| 4 |
GI
GAMMA Investing
Foster City,
California
|
-$6.05K |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$3.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $10.6K | – | – | – |
|
|
ADL
27
Asset Dedication LLC
San Francisco,
California
| $7.92K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $4.25K | +$4.18K | +161 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $2.38K | +$2.34K | +90 | New |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| $1.79K | – | – | – |
|
|
ACA
31
Aptus Capital Advisors
Fairhope,
Alabama
| $1.45K | – | – | – |
|
|
TSWM
32
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$10.2K | -400 | Closed |
|
BSJU Hedge Fund Activity: Q3 2024 in Review
31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q3 2024, worth a combined $36.7M — up 66% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSJU positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Trinity Legacy Partners, opening a new position worth an estimated $7.3M. The largest seller was Raymond James & Associates, cutting an estimated $132K.
- 31 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q3 2024, up from 25 in Q2 2024.
- Funds reported $36.7M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q3 2024, up 66% quarter-over-quarter.
- 8 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +7 holders.
- The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q3 2024 was Trinity Legacy Partners, an estimated $7.3M added.
- The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $132K sold.
Based on aggregated 13F filings for Q3 2024.