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Invesco BulletShares 2030 High Yield Corporate Bond ETF

35 hedge funds and large institutions have $43.9M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $36.7M → $43.9M (+$7.22M)

13% more funds holding

Funds holding: 3135 (+4)

2.7% less ownership

Funds ownership: 51.56%48.85% (-2.7%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$7.02M +$292K +11,233 +4%
TLP
2
Trinity Legacy Partners
Texas
$6.51M -$718K -27,578 -10%
Morgan Stanley
3
Morgan Stanley
New York
$6.36M +$787K +30,234 +14%
LPL Financial
4
LPL Financial
California
$5.83M +$74.4K +2,859 +1%
Jane Street
5
Jane Street
New York
$3.34M +$2.08M +79,979 +160%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.14M +$315K +12,107 +11%
EH
7
Equitable Holdings
New York
$2.66M +$2.05M +78,853 +320%
SIC
8
SFE Investment Counsel
California
$2.52M +$1.77M +67,834 +224%
EWM
9
Empirical Wealth Management
Washington
$683K +$693K +26,604 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$603K -$9.22K -354 -1%
MA
11
MONECO Advisors
Connecticut
$567K +$13K +500 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$490K +$497K +19,080 New
4FG
13
4Thought Financial Group
New York
$470K +$11.3K +434 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$447K -$9.11K -350 -2%
UBS Group
15
UBS Group
Switzerland
$429K
Ameriprise
16
Ameriprise
Minnesota
$398K +$404K +15,510 New
HIP
17
HUB Investment Partners
Texas
$386K +$88.6K +3,403 +29%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$334K +$52.1K +2,000 +18%
Bank of America
19
Bank of America
North Carolina
$307K +$14.3K +551 +5%
SWM
20
Segment Wealth Management
Texas
$305K +$309K +11,860 New
OMC
21
Old Mission Capital
Illinois
$303K -$218K -8,365 -41%
Osaic Holdings
22
Osaic Holdings
Arizona
$294K -$1.59K -61 -0.5%
CAL
23
Capital Analysts LLC
Pennsylvania
$107K
GRP
24
Global Retirement Partners
California
$99.7K -$7.53K -289 -7%
BlackRock
25
BlackRock
New York
$85.2K +$86.4K +3,318 New

BSJU Hedge Fund Activity: Q4 2024 in Review

35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q4 2024, worth a combined $43.9M — up 20% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSJU positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Trinity Legacy Partners, cutting an estimated $718K.

  • 35 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $43.9M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q4 2024 was Jane Street, an estimated $2.08M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q4 2024 was Trinity Legacy Partners, an estimated $718K sold.

Based on aggregated 13F filings for Q4 2024.