Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
35 hedge funds and large institutions have $43.9M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
20% more capital invested
Capital invested by funds: $36.7M → $43.9M (+$7.22M)
13% more funds holding
Funds holding: 31 → 35 (+4)
2.7% less ownership
Funds ownership: 51.56% → 48.85% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.08M |
| 2 |
EH
Equitable Holdings
New York
|
+$2.05M |
| 3 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$1.77M |
| 4 |
Morgan Stanley
New York
|
+$787K |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
-$718K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$218K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.4K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$9.22K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $73.7K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $62.8K | +$63.7K | +2,445 | New |
|
|
AA
28
Ancora Advisors
Cleveland,
Ohio
| $35.8K | +$234 | +9 | +0.6% |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $31.4K | +$20K | +767 | +169% |
|
|
GI
30
GAMMA Investing
Foster City,
California
| $16.1K | – | – | – |
|
|
ADL
31
Asset Dedication LLC
San Francisco,
California
| $7.7K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $4.13K | – | – | – |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $1.75K | – | – | – |
|
|
ACA
34
Aptus Capital Advisors
Fairhope,
Alabama
| $1.41K | – | – | – |
|
|
35
Wells Fargo
San Francisco,
California
| $37 | -$10.4K | -400 | -100% |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$2.38K | -90 | Closed |
|
BSJU Hedge Fund Activity: Q4 2024 in Review
35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q4 2024, worth a combined $43.9M — up 20% from $36.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSJU positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Trinity Legacy Partners, cutting an estimated $718K.
- 35 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $43.9M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q4 2024, up 20% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q4 2024 was Jane Street, an estimated $2.08M added.
- The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q4 2024 was Trinity Legacy Partners, an estimated $718K sold.
Based on aggregated 13F filings for Q4 2024.