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Invesco BulletShares 2030 High Yield Corporate Bond ETF

46 hedge funds and large institutions have $89.5M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

71% more capital invested

Capital invested by funds: $52.4M → $89.5M (+$37.1M)

19.76% more ownership

Funds ownership: 47.75%67.51% (+20%)

7% more funds holding

Funds holding: 4346 (+3)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.6M +$6.29M +246,462 +89%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$10.3M +$9.52M +373,146 +1,670%
TLP
3
Trinity Legacy Partners
Texas
$8.72M +$177K +6,934 +2%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$7.71M +$164K +6,442 +2%
Morgan Stanley
5
Morgan Stanley
New York
$7.32M +$345K +13,516 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$6.72M +$6.59M +258,300 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.26M +$5.93M +232,366 +2,867%
EH
8
Equitable Holdings
New York
$6.19M +$1.2M +47,049 +25%
SIC
9
SFE Investment Counsel
California
$4.06M +$758K +29,730 +23%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.37M +$73.7K +2,888 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$1.4M +$351K +13,776 +34%
Ameriprise
12
Ameriprise
Minnesota
$1.2M +$207K +8,124 +21%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.09M +$780K +30,582 +267%
Osaic Holdings
14
Osaic Holdings
Arizona
$980K +$441K +17,294 +85%
MPIA
15
Milestones Private Investment Advisors
New York
$898K +$880K +34,508 New
OMC
16
Old Mission Capital
Illinois
$797K +$782K +30,648 New
EWM
17
Empirical Wealth Management
Washington
$771K +$44.9K +1,761 +6%
Bank of America
18
Bank of America
North Carolina
$754K +$377K +14,784 +104%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$617K -$168K -6,598 -22%
MA
20
MONECO Advisors
Connecticut
$500K -$48.9K -1,916 -9%
MOS
21
MGO One Seven
Ohio
$492K +$483K +18,921 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$488K +$9.61K +377 +2%
KP
23
Keel Point
Alabama
$478K
4FG
24
4Thought Financial Group
New York
$466K -$15.6K -612 -3%
HIP
25
HUB Investment Partners
Texas
$445K -$2.58K -101 -0.6%

BSJU Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q2 2025, worth a combined $89.5M — up 71% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSJU positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 5 trimmed.

The largest buyer was Legacy Financial Group (Iowa), adding an estimated $9.52M. The largest seller was Jane Street, exiting entirely with an estimated $706K sold.

  • 46 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $89.5M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q2 2025, up 71% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q2 2025 was Legacy Financial Group (Iowa), an estimated $9.52M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q2 2025 was Jane Street, an estimated $706K sold.

Based on aggregated 13F filings for Q2 2025.