We are live on ! Find out more
BSJU icon

Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU

74 hedge funds and large institutions have $133M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

40% more funds holding

Funds holding: 53 → 74 (+21)

33% more capital invested

Capital invested by funds: $99.9M → $133M (+$33.4M)

6.8% more ownership

Funds ownership: 57.04% → 63.84% (+6.8%)

Holders
74
Holders Change
+21
Holders Change %
+39.62%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
35
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GGI
GPM Growth Investors
Michigan
+$5.39M
2
AA
Advisory Alpha
Michigan
+$3.68M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.48M
4
HWM
Howard Wealth Management
Connecticut
+$2.45M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.85M
2
LPL Financial
LPL Financial
California
-$2.3M
3
FMI
F/M Investments
District of Columbia
-$1.99M
4
FTUS
Flow Traders U.S.
New York
-$539K
5
VA
VestGen Advisors
Illinois
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.2M +$1.2M +45,885 New
ACM
27
Altrius Capital Management
North Carolina
$1.18M +$948K +36,390 +420%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$780K +$246K +9,431 +46%
EWM
29
Empirical Wealth Management
Washington
$778K +$3.83K +147 +0.5%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$692K +$16.9K +650 +3%
APW
31
Axim Planning & Wealth
Ohio
$680K +$679K +26,066 New
BCM
32
Brookstone Capital Management
Illinois
$661K +$660K +25,328 New
UBS Group
33
UBS Group
Switzerland
$639K +$178K +6,849 +39%
MOS
34
MGO One Seven
Ohio
$592K +$50K +1,919 +9%
KP
35
Keel Point
Alabama
$540K +$59.3K +2,278 +12%
LWL
36
Leo Wealth LLC
Texas
$511K +$510K +19,562 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$500K -$38.1K -1,463 -7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$488K -$15.2K -583 -3%
IFG
39
Independent Financial Group
California
$487K +$131K +5,012 +37%
AWA
40
Ark Wealth Advisors
California
$487K +$486K +18,657 New
FFA
41
Farther Finance Advisors
California
$464K +$154K +5,921 +50%
RC
42
Rovin Capital
Arizona
$452K +$625 +24 +0.1%
4FG
43
4Thought Financial Group
New York
$437K -$29.7K -1,141 -6%
HIP
44
HUB Investment Partners
Texas
$434K -$13.7K -524 -3%
OP
45
ORG Partners
Indiana
$411K +$39.8K +1,526 +11%
SWM
46
Segment Wealth Management
Texas
$409K +$20.1K +770 +5%
MA
47
MONECO Advisors
Connecticut
$387K -$76.8K -2,949 -17%
AWA
48
Alaska Wealth Advisors
Alaska
$381K +$128K +4,926 +51%
ACM
49
AlphaStar Capital Management
North Carolina
$368K +$368K +14,115 New
OMC
50
Old Mission Capital
Illinois
$353K +$141K +5,404 +66%
1
2
3 4

BSJU Hedge Fund Activity: Q4 2025 in Review

74 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q4 2025, worth a combined $133M — up 33% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJU positions and 3 closed out — a net gain of 21 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was GPM Growth Investors, opening a new position worth an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $2.85M.

  • 74 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $133M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q4 2025 and 3 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q4 2025 was GPM Growth Investors, an estimated $5.39M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q4 2025 was Morgan Stanley, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2025.