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Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU

22 hedge funds and large institutions have $24.7M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

82% more capital invested

Capital invested by funds: $13.5M → $24.7M (+$11.2M)

57% more funds holding

Funds holding: 14 → 22 (+8)

0.37% more ownership

Funds ownership: 53.19% → 53.56% (+0.37%)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.39M
2
LPL Financial
LPL Financial
California
+$2.68M
3
Jane Street
Jane Street
New York
+$753K
4
OMC
Old Mission Capital
Illinois
+$637K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$514K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$230K
2
MA
MONECO Advisors
Connecticut
-$23.1K
3
4FG
4Thought Financial Group
New York
-$7.67K
4
Osaic Holdings
Osaic Holdings
Arizona
-$7.34K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$6.49M +$168K +6,602 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.42M +$4.39M +172,284 New
Jane Street
3
Jane Street
New York
$3.34M +$753K +29,557 +29%
LPL Financial
4
LPL Financial
California
$3.07M +$2.68M +105,266 +730%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.52M +$514K +20,147 +26%
HIP
6
HUB Investment Partners
Texas
$739K +$183K +7,166 +33%
OMC
7
Old Mission Capital
Illinois
$641K +$637K +25,005 New
SIC
8
SFE Investment Counsel
California
$495K +$493K +19,332 New
UBS Group
9
UBS Group
Switzerland
$447K +$409K +16,027 +1,127%
4FG
10
4Thought Financial Group
New York
$410K -$7.67K -301 -2%
RJA
11
Raymond James & Associates
Florida
$390K +$91.7K +3,598 +31%
Bank of America
12
Bank of America
North Carolina
$374K +$167K +6,549 +81%
MA
13
MONECO Advisors
Connecticut
$359K -$23.1K -905 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$282K +$280K +11,000 New
EH
15
Equitable Holdings
New York
$251K +$250K +9,795 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$225K +$224K +8,784 New
Osaic Holdings
17
Osaic Holdings
Arizona
$160K -$7.34K -288 -4%
AA
18
Ancora Advisors
Ohio
$35.5K +$35.3K +1,385 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$26K +$1.99K +78 +8%
CAL
20
Capital Analysts LLC
Pennsylvania
$25K – – –
Wells Fargo
21
Wells Fargo
California
$10.3K -$230K -9,018 -96%
NA
22
NewEdge Advisors
Louisiana
$1.74K +$1.73K +68 New

BSJU Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q1 2024, worth a combined $24.7M — up 82% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSJU positions and 0 closed out — a net gain of 8 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $4.39M. The largest seller was Wells Fargo, cutting an estimated $230K.

  • 22 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q1 2024, up from 14 in Q4 2023.
  • Funds reported $24.7M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q1 2024, up 82% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q1 2024 and 0 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $4.39M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $230K sold.

Based on aggregated 13F filings for Q1 2024.