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Invesco BulletShares 2030 High Yield Corporate Bond ETF

53 hedge funds and large institutions have $99.9M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

15% more funds holding

Funds holding: 4653 (+7)

12% more capital invested

Capital invested by funds: $89.5M → $99.9M (+$10.4M)

10.47% less ownership

Funds ownership: 67.51%57.04% (-10%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.3M +$2.66M +101,954 +19%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$11.9M +$1.53M +58,914 +15%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.61M +$2.84M +108,894 +42%
TLP
4
Trinity Legacy Partners
Texas
$8.95M +$212K +8,152 +2%
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$7.71M -$42.6K -1,636 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$7.67M +$304K +11,665 +4%
EH
7
Equitable Holdings
New York
$6.7M +$475K +18,233 +8%
SIC
8
SFE Investment Counsel
California
$5.71M +$1.62M +62,158 +40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.01M -$382K -14,673 -11%
FMI
10
F/M Investments
District of Columbia
$1.99M +$1.99M +76,229 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.57M +$468K +17,980 +43%
Raymond James Financial
12
Raymond James Financial
Florida
$1.45M +$47.4K +1,820 +3%
Ameriprise
13
Ameriprise
Minnesota
$1.24M +$29.3K +1,125 +2%
Bank of America
14
Bank of America
North Carolina
$1.18M +$423K +16,255 +56%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.17M +$188K +7,231 +19%
HWM
16
Howard Wealth Management
Connecticut
$1.01M +$1.01M +38,785 New
MPIA
17
Milestones Private Investment Advisors
New York
$928K +$24.8K +951 +3%
HI
18
Harbour Investments
Wisconsin
$850K +$437K +16,775 +107%
EWM
19
Empirical Wealth Management
Washington
$775K +$156 +6 +0%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$674K +$54.5K +2,091 +9%
MOS
21
MGO One Seven
Ohio
$543K +$48.2K +1,851 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$539K +$199K +7,623 +59%
FTUS
23
Flow Traders U.S.
New York
$539K +$537K +20,605 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$534K +$43.5K +1,669 +9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$504K -$5.76M -221,196 -92%

BSJU Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q3 2025, worth a combined $99.9M — up 12% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSJU positions and 3 closed out — a net gain of 7 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $2.84M. The largest seller was Envestnet Asset Management, cutting an estimated $5.76M.

  • 53 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $99.9M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $2.84M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $5.76M sold.

Based on aggregated 13F filings for Q3 2025.