We are live on ! Find out more
BSJU icon

Invesco BulletShares 2030 High Yield Corporate Bond ETF

31 hedge funds and large institutions have $36.7M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

66% more capital invested

Capital invested by funds: $22.1M → $36.7M (+$14.6M)

24% more funds holding

Funds holding: 2531 (+6)

5.69% more ownership

Funds ownership: 45.87%51.56% (+5.7%)

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
1
Trinity Legacy Partners
Texas
$7.37M +$7.3M +281,024 New
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$6.92M +$298K +11,477 +5%
LPL Financial
3
LPL Financial
California
$5.91M +$1.7M +65,411 +41%
Morgan Stanley
4
Morgan Stanley
New York
$5.74M +$869K +33,441 +18%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.9M +$242K +9,314 +9%
Jane Street
6
Jane Street
New York
$1.32M +$1.3M +50,019 New
SIC
7
SFE Investment Counsel
California
$798K +$224K +8,610 +40%
EH
8
Equitable Holdings
New York
$650K +$174K +6,691 +37%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$629K +$620K +23,845 New
MA
10
MONECO Advisors
Connecticut
$570K +$146K +5,600 +35%
OMC
11
Old Mission Capital
Illinois
$533K +$524K +20,181 New
4FG
12
4Thought Financial Group
New York
$471K -$208 -8 -0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$469K +$15.9K +613 +4%
UBS Group
14
UBS Group
Switzerland
$441K -$26K -1,000 -6%
RJA
15
Raymond James & Associates
Florida
$375K -$132K -5,080 -26%
HIP
16
HUB Investment Partners
Texas
$307K -$3.61K -139 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$304K +$104K +4,000 +53%
Bank of America
18
Bank of America
North Carolina
$301K +$31.4K +1,210 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$290K
GRP
20
Global Retirement Partners
California
$110K +$108K +4,172 New
CAL
21
Capital Analysts LLC
Pennsylvania
$110K +$82.4K +3,173 +325%
KFI
22
Key Financial Inc
Pennsylvania
$75.7K
AA
23
Ancora Advisors
Ohio
$36.5K
GI
24
GAMMA Investing
California
$16.5K -$6.05K -233 -27%
LFG
25
Larson Financial Group
Missouri
$12K +$11.8K +455 New

BSJU Hedge Fund Activity: Q3 2024 in Review

31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q3 2024, worth a combined $36.7M — up 66% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSJU positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Trinity Legacy Partners, opening a new position worth an estimated $7.3M. The largest seller was Raymond James & Associates, cutting an estimated $132K.

  • 31 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q3 2024, up from 25 in Q2 2024.
  • Funds reported $36.7M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q3 2024, up 66% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q3 2024 was Trinity Legacy Partners, an estimated $7.3M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $132K sold.

Based on aggregated 13F filings for Q3 2024.