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Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU

53 hedge funds and large institutions have $99.9M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

15% more funds holding

Funds holding: 46 → 53 (+7)

12% more capital invested

Capital invested by funds: $89.5M → $99.9M (+$10.4M)

10.47% less ownership

Funds ownership: 67.51% → 57.04% (-10%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.84M
2
LPL Financial
LPL Financial
California
+$2.66M
3
FMI
F/M Investments
District of Columbia
+$1.99M
4
SIC
SFE Investment Counsel
California
+$1.62M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.76M
2
OMC
Old Mission Capital
Illinois
-$586K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$382K
4
MWM
MorganRosel Wealth Management
Colorado
-$107K
5
RFWA
RPg Family Wealth Advisory
Massachusetts
-$42.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
26
Keel Point
Alabama
$481K – – –
4FG
27
4Thought Financial Group
New York
$468K -$495 -19 -0.1%
MA
28
MONECO Advisors
Connecticut
$465K -$37.2K -1,430 -7%
UBS Group
29
UBS Group
Switzerland
$461K +$31K +1,190 +7%
RC
30
Rovin Capital
Arizona
$452K +$12.6K +485 +3%
HIP
31
HUB Investment Partners
Texas
$448K +$260 +10 +0.1%
VA
32
VestGen Advisors
Illinois
$431K +$46.2K +1,774 +12%
SWM
33
Segment Wealth Management
Texas
$389K +$28.7K +1,100 +8%
OP
34
ORG Partners
Indiana
$372K +$371K +14,226 New
IFG
35
Independent Financial Group
California
$357K +$356K +13,659 New
Wells Fargo
36
Wells Fargo
California
$340K +$171K +6,582 +102%
FFA
37
Farther Finance Advisors
California
$310K +$117K +4,505 +61%
AWA
38
Alaska Wealth Advisors
Alaska
$253K +$251K +9,654 New
ACM
39
Altrius Capital Management
North Carolina
$226K +$226K +8,658 New
APCM
40
Alaska Permanent Capital Management
Alaska
$215K – – –
OMC
41
Old Mission Capital
Illinois
$213K -$586K -22,515 -73%
BFS
42
BridgePort Financial Solutions
Iowa
$209K +$3.41K +131 +2%
IAS
43
IMA Advisory Services
Colorado
$180K – – –
KFI
44
Key Financial Inc
Pennsylvania
$169K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$109K – – –
LFG
46
Larson Financial Group
Missouri
$109K +$443 +17 +0.4%
GWM
47
Geneos Wealth Management
Colorado
$64K – – –
HWM
48
Horizons Wealth Management
North Carolina
$37.4K +$37.2K +1,429 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.1K +1,042 New
HFS
50
Horizon Financial Services
North Carolina
$14.5K +$14.4K +554 New
1
2
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BSJU Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q3 2025, worth a combined $99.9M — up 12% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJU positions and 3 closed out — a net gain of 7 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $2.84M. The largest seller was Envestnet Asset Management, cutting an estimated $5.76M.

  • 53 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $99.9M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $2.84M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $5.76M sold.

Based on aggregated 13F filings for Q3 2025.