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Invesco BulletShares 2030 High Yield Corporate Bond ETF

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: 5374 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
VestGen Advisors
Illinois
$292K -$138K -5,292 -32%
TWM
52
Topsail Wealth Management
North Carolina
$291K +$291K +11,157 New
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$223K +$223K +8,561 New
MWP
54
Meriwether Wealth & Planning
Louisiana
$219K +$219K +8,397 New
APCM
55
Alaska Permanent Capital Management
Alaska
$215K
BFS
56
BridgePort Financial Solutions
Iowa
$212K +$3.41K +131 +2%
IAS
57
IMA Advisory Services
Colorado
$210K +$30K +1,150 +17%
CIC
58
Carnegie Investment Counsel
Ohio
$201K +$200K +7,690 New
KFI
59
Key Financial Inc
Pennsylvania
$194K +$25.1K +965 +15%
BCA
60
Bitterroot Capital Advisors
Montana
$188K +$188K +7,220 New
KFAS
61
Keating Financial Advisory Services
Kansas
$149K +$149K +5,725 New
NA
62
NewEdge Advisors
Louisiana
$137K +$135K +5,168 +7,600%
CAL
63
Capital Analysts LLC
Pennsylvania
$108K
LFG
64
Larson Financial Group
Missouri
$69.8K -$38.6K -1,483 -36%
GWM
65
Geneos Wealth Management
Colorado
$63.8K
GWM
66
Gilpin Wealth Management
Colorado
$53.4K +$53.2K +2,044 New
HWM
67
Horizons Wealth Management
North Carolina
$37.3K
KAS
68
Kestra Advisory Services
Texas
$36.4K +$36.3K +1,394 New
SPIA
69
Steward Partners Investment Advisory
New York
$20.4K +$16.1K +619 +384%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$14K -$13.6K -521 -50%
PTC
71
Private Trust Company
Ohio
$2.25K +$2.24K +86 New
ACA
72
Aptus Capital Advisors
Alabama
$1.44K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$390 +$391 +15 New
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$106 +$104 +4 New
FMI
75
F/M Investments
District of Columbia
-$1.99M -76,229 Closed

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.