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Invesco BulletShares 2030 High Yield Corporate Bond ETF

74 hedge funds and large institutions have $133M invested in Invesco BulletShares 2030 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

40% more funds holding

Funds holding: 5374 (+21)

33% more capital invested

Capital invested by funds: $99.9M → $133M (+$33.4M)

6.8% more ownership

Funds ownership: 57.04%63.84% (+6.8%)

Holders
74
Holders Change
+21
Holders Change %
+39.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
35
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$14.2M +$2.38M +91,260 +20%
LPL Financial
2
LPL Financial
California
$14M -$2.3M -88,288 -14%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$10.3M +$700K +26,870 +7%
TLP
4
Trinity Legacy Partners
Texas
$9.19M +$202K +7,752 +2%
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$7.82M +$129K +4,966 +2%
EH
6
Equitable Holdings
New York
$6.9M +$217K +8,335 +3%
SIC
7
SFE Investment Counsel
California
$6.34M +$635K +24,393 +11%
GGI
8
GPM Growth Investors
Michigan
$5.4M +$5.39M +206,997 New
Morgan Stanley
9
Morgan Stanley
New York
$4.8M -$2.85M -109,208 -37%
AA
10
Advisory Alpha
Michigan
$3.69M +$3.68M +141,439 New
HWM
11
Howard Wealth Management
Connecticut
$3.47M +$2.45M +94,205 +243%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.28M +$281K +10,785 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$2.91M +$1.46M +56,011 +101%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.75M +$1.57M +60,334 +134%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.49M +$2.48M +95,290 New
MPIA
16
Milestones Private Investment Advisors
New York
$2.35M +$1.42M +54,660 +154%
CI
17
CacheTech Inc
Utah
$2.33M +$2.32M +89,121 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.04M +$469K +18,017 +30%
Ameriprise
19
Ameriprise
Minnesota
$1.82M +$582K +22,343 +47%
PFS
20
Prospera Financial Services
Texas
$1.77M +$1.77M +67,775 New
Jane Street
21
Jane Street
New York
$1.76M +$1.76M +67,392 New
HI
22
Harbour Investments
Wisconsin
$1.67M +$817K +31,365 +96%
Bank of America
23
Bank of America
North Carolina
$1.62M +$434K +16,674 +37%
TPBG
24
Turning Point Benefit Group
Maryland
$1.6M +$1.6M +61,272 New
Wells Fargo
25
Wells Fargo
California
$1.55M +$1.2M +46,185 +355%

BSJU Hedge Fund Activity: Q4 2025 in Review

74 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) for Q4 2025, worth a combined $133M — up 33% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSJU positions and 3 closed out — a net gain of 21 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was GPM Growth Investors, opening a new position worth an estimated $5.39M. The largest seller was Morgan Stanley, cutting an estimated $2.85M.

  • 74 institutional investors held Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $133M of Invesco BulletShares 2030 High Yield Corporate Bond ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2030 High Yield Corporate Bond ETF positions in Q4 2025 and 3 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF buyer in Q4 2025 was GPM Growth Investors, an estimated $5.39M added.
  • The largest Invesco BulletShares 2030 High Yield Corporate Bond ETF seller in Q4 2025 was Morgan Stanley, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2025.