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Invesco BulletShares 2030 High Yield Corporate Bond ETF

43 hedge funds and large institutions have $52.4M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

23% more funds holding

Funds holding: 3543 (+8)

19% more capital invested

Capital invested by funds: $43.9M → $52.4M (+$8.53M)

1.11% less ownership

Funds ownership: 48.85%47.75% (-1.1%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
1
Trinity Legacy Partners
Texas
$8.5M +$1.96M +75,848 +30%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$7.39M +$422K +16,336 +6%
LPL Financial
3
LPL Financial
California
$7.05M +$1.28M +49,686 +22%
Morgan Stanley
4
Morgan Stanley
New York
$6.83M +$523K +20,259 +8%
EH
5
Equitable Holdings
New York
$4.86M +$2.26M +87,343 +84%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$118K +4,558 +4%
SIC
7
SFE Investment Counsel
California
$3.22M +$734K +28,423 +29%
Raymond James Financial
8
Raymond James Financial
Florida
$1.02M +$540K +20,916 +110%
Ameriprise
9
Ameriprise
Minnesota
$972K +$584K +22,622 +146%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$772K +$176K +6,808 +29%
EWM
11
Empirical Wealth Management
Washington
$710K +$32.7K +1,268 +5%
Jane Street
12
Jane Street
New York
$706K -$2.64M -102,311 -79%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$570K +$577K +22,344 New
MA
14
MONECO Advisors
Connecticut
$539K -$24.8K -960 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$520K +$231K +8,946 +78%
4FG
16
4Thought Financial Group
New York
$472K +$5.86K +227 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$469K +$25.2K +976 +6%
KP
18
Keel Point
Alabama
$469K +$475K +18,393 New
HIP
19
HUB Investment Partners
Texas
$439K +$56.9K +2,205 +15%
RC
20
Rovin Capital
Arizona
$428K +$434K +16,793 New
UBS Group
21
UBS Group
Switzerland
$419K -$6.43K -249 -1%
Bank of America
22
Bank of America
North Carolina
$362K +$57.5K +2,228 +19%
SWM
23
Segment Wealth Management
Texas
$336K +$33.7K +1,305 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$331K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$292K +$295K +11,437 New

BSJU Hedge Fund Activity: Q1 2025 in Review

43 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q1 2025, worth a combined $52.4M — up 19% from $43.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJU positions and 1 closed out — a net gain of 9 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $2.64M.

  • 43 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q1 2025, up from 35 in Q4 2024.
  • Funds reported $52.4M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q1 2025 and 1 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q1 2025 was Equitable Holdings, an estimated $2.26M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.