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Invesco BulletShares 2030 High Yield Corporate Bond ETF

25 hedge funds and large institutions have $22.1M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 2225 (+3)

7.69% less ownership

Funds ownership: 53.56%45.87% (-7.7%)

10% less capital invested

Capital invested by funds: $24.7M → $22.1M (-$2.58M)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$6.37M -$69K -2,710 -1%
Morgan Stanley
2
Morgan Stanley
New York
$4.67M +$299K +11,733 +7%
LPL Financial
3
LPL Financial
California
$4.03M +$990K +38,891 +32%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.56M +$62.3K +2,449 +2%
SIC
5
SFE Investment Counsel
California
$550K +$58.9K +2,314 +12%
RJA
6
Raymond James & Associates
Florida
$490K +$104K +4,093 +27%
EH
7
Equitable Holdings
New York
$456K +$208K +8,157 +83%
4FG
8
4Thought Financial Group
New York
$454K +$48.1K +1,888 +12%
UBS Group
9
UBS Group
Switzerland
$449K +$6.34K +249 +1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$435K +$213K +8,362 +95%
MA
11
MONECO Advisors
Connecticut
$406K +$50.4K +1,980 +14%
HIP
12
HUB Investment Partners
Texas
$299K -$435K -17,087 -59%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$279K
Bank of America
14
Bank of America
North Carolina
$259K -$112K -4,407 -30%
Osaic Holdings
15
Osaic Holdings
Arizona
$191K +$32.4K +1,273 +20%
KFI
16
Key Financial Inc
Pennsylvania
$72.9K +$73.1K +2,870 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$52K +$25.9K +1,017 +99%
AA
18
Ancora Advisors
Ohio
$35.2K
CAL
19
Capital Analysts LLC
Pennsylvania
$25K
GI
20
GAMMA Investing
California
$21.8K +$21.9K +859 New
Wells Fargo
21
Wells Fargo
California
$10.2K
TSWM
22
Tyler-Stone Wealth Management
Ohio
$10.2K +$10.2K +400 New
ADL
23
Asset Dedication LLC
California
$7.62K +$7.64K +300 New
NA
24
NewEdge Advisors
Louisiana
$1.73K
ACA
25
Aptus Capital Advisors
Alabama
$1.4K +$1.4K +55 New

BSJU Hedge Fund Activity: Q2 2024 in Review

25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q2 2024, worth a combined $22.1M — down 10% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSJU positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $990K. The largest seller was Jane Street, exiting entirely with an estimated $3.34M sold.

  • 25 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $22.1M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q2 2024 was LPL Financial, an estimated $990K added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2024.