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Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV

42 hedge funds and large institutions have $38.7M invested in Invesco BulletShares 2031 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

44% more capital invested

Capital invested by funds: $26.9M → $38.7M (+$11.8M)

35% more funds holding

Funds holding: 31 → 42 (+11)

1.15% less ownership

Funds ownership: 59.15% → 58% (-1.1%)

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWL
Leo Wealth LLC
Texas
+$7.3M
2
EH
Equitable Holdings
New York
+$3.2M
3
SIC
SFE Investment Counsel
California
+$1.17M
4
JWM
Jessup Wealth Management
Ohio
+$803K
5
EWM
Empirical Wealth Management
Washington
+$744K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.29M
2
LPL Financial
LPL Financial
California
-$755K
3
Morgan Stanley
Morgan Stanley
New York
-$445K
4
Jane Street
Jane Street
New York
-$415K
5
VA
VestGen Advisors
Illinois
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1
Leo Wealth LLC
Texas
$7.34M +$7.3M +274,538 New
EH
2
Equitable Holdings
New York
$6.45M +$3.2M +120,407 +99%
LPL Financial
3
LPL Financial
California
$5.46M -$755K -28,407 -12%
CIA
4
Concurrent Investment Advisors
Florida
$3.04M +$1.49K +56 +0%
Morgan Stanley
5
Morgan Stanley
New York
$2.06M -$445K -16,745 -18%
Raymond James Financial
6
Raymond James Financial
Florida
$1.98M -$4.2K -158 -0.2%
SIC
7
SFE Investment Counsel
California
$1.82M +$1.17M +44,023 +181%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.23M +$8.56K +322 +0.7%
Bank of America
9
Bank of America
North Carolina
$1.05M +$352K +13,224 +51%
MA
10
MONECO Advisors
Connecticut
$969K +$494K +18,559 +105%
JWM
11
Jessup Wealth Management
Ohio
$806K +$803K +30,198 New
Osaic Holdings
12
Osaic Holdings
Arizona
$782K +$123K +4,627 +19%
EWM
13
Empirical Wealth Management
Washington
$747K +$744K +27,985 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$644K +$370K +13,919 +136%
MWM
15
Modern Wealth Management
Kansas
$450K +$100K +3,768 +29%
4FG
16
4Thought Financial Group
New York
$438K +$72.6K +2,729 +20%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$431K +$38.9K +1,462 +10%
OP
18
ORG Partners
Indiana
$411K +$39.8K +1,495 +11%
RC
19
Rovin Capital
Arizona
$400K +$266 +10 +0.1%
VA
20
VestGen Advisors
Illinois
$272K -$111K -4,179 -29%
AWA
21
Alaska Wealth Advisors
Alaska
$248K +$247K +9,289 New
HI
22
Harbour Investments
Wisconsin
$217K +$186K +6,995 +623%
HWM
23
Howard Wealth Management
Connecticut
$215K +$214K +8,050 New
HIP
24
HUB Investment Partners
Texas
$210K -$1.17K -44 -0.6%
IAS
25
IMA Advisory Services
Colorado
$207K +$40K +1,506 +24%
1
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BSJV Hedge Fund Activity: Q4 2025 in Review

42 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) for Q4 2025, worth a combined $38.7M — up 44% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSJV positions and 3 closed out — a net gain of 11 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Leo Wealth LLC, opening a new position worth an estimated $7.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.29M sold.

  • 42 institutional investors held Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) as of Q4 2025, up from 31 in Q3 2025.
  • Funds reported $38.7M of Invesco BulletShares 2031 High Yield Corporate Bond ETF stock for Q4 2025, up 44% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2031 High Yield Corporate Bond ETF positions in Q4 2025 and 3 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2031 High Yield Corporate Bond ETF buyer in Q4 2025 was Leo Wealth LLC, an estimated $7.3M added.
  • The largest Invesco BulletShares 2031 High Yield Corporate Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2025.