Who Owns Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT)?Hedge Fund & Institutional Holders

$21.03-0.03 (-0.12%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.22695200017596e+189T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$20.29$20.71$21.13$21.56$21.98Jul 24May 25Mar 26

BSJT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Legacy Financial Group LLCNew Position+1.5M+$33.3M
Leo Wealth, LLCNew Position+421K+$9.1M
IHT Wealth Management, LLCNew Position+369K+$7.0M
BANTA ASSET MANAGEMENT LPNew Position+305K+$6.6M
HOWARD WEALTH MANAGEMENT, LLCNew Position+172K+$3.7M
JONES FINANCIAL COMPANIES LLLPNew Position+147K+$3.0M
Oder Investment Management, LLCNew Position+124K+$2.7M
MONECO ADVISORS, LLCNew Position+112K+$2.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+102K+$2.0M
ASHTON THOMAS SECURITIES, LLCNew Position+70K+$1.5M
Pacific Wealth Strategies Group, Inc.New Position+54K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+71K+$1.0M
ROVIN CAPITAL /UT/ /ADVNew Position+42K+$899K
Hennion & Walsh Asset Management, Inc.New Position+41K+$885K
Segment Wealth Management, LLCNew Position+40K+$855K

BSJT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Equitable Holdings, Inc.Decreased-14K-$13.5B
Steward Partners Investment Advisory, LLCDecreased-6K-$1.3B
STIFEL FINANCIAL CORPDecreased-4K-$1.2B
JPMORGAN CHASE & COClosed Position-52K-$1.1B
Astoria Portfolio Advisors LLC.Closed Position-42K-$913.6M
Cambridge Financial Group, LLCDecreased-23K-$780.1M
Private Advisory Group LLCDecreased-209-$582.2M
VestGen Advisors, LLCDecreased-7K-$467.4M
Hobbs Group Advisors, LLCClosed Position-18K-$379.5M
OLD MISSION CAPITAL LLCDecreased-2K-$292.0M
F/m Investments LLCClosed Position-11K-$237.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-6K-$197.3M
Larson Financial Group LLCDecreased-2K-$190.2M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$24.3M
Aptus Capital Advisors, LLCDecreased-22-$11.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC2,430$52.3M0.00%Share
2LPL Financial LLC2,444,246$52.0M0.01%Share
3Legacy Financial Group LLC820,334$17.6M2.17%Share
4Legacy Financial Group LLC727,660$15.7M2.05%Share
5Equitable Holdings, Inc.611,790$13.0M0.09%Share
6MERCER GLOBAL ADVISORS INC /ADV469,461$10.0M0.02%Share
7Leo Wealth, LLC421,448$9.1M0.66%Share
8WELLS FARGO & COMPANY/MN431,217$9.0M0.00%Share
9Modern Wealth Management, LLC406,333$8.7M0.16%Share
10Cetera Investment Advisers398,548$8.0M0.01%Share
11MORGAN STANLEY387,612$8.0M0.00%Share
12OSAIC HOLDINGS, INC.385,368$8.0M0.01%Share
13SFE Investment Counsel362,072$7.8M1.19%Share
14IHT Wealth Management, LLC369,141$7.0M0.17%Share
15IMA Advisory Services, Inc.319,430$6.9M0.66%Share
16BANTA ASSET MANAGEMENT LP305,020$6.6M5.98%Share
17UBS Group AG289,902$6.2M0.00%Share
18Advisory Alpha, LLC209,315$4.5M0.12%Share
19JANE STREET GROUP, LLC197,263$4.0M0.00%Share
20HOWARD WEALTH MANAGEMENT, LLC172,090$3.7M1.62%Share
21JONES FINANCIAL COMPANIES LLLP146,653$3.0M0.00%Share
22WELLS FARGO & COMPANY/MN163,648$3.0M0.00%Share
23ROYAL BANK OF CANADA157,014$3.0M0.00%Share
24Oder Investment Management, LLC124,418$2.7M1.94%Share
25PRIVATE CLIENT SERVICES, LLC116,454$2.5M0.78%Share
26MONECO ADVISORS, LLC111,671$2.4M0.19%Share
27Prospera Financial Services Inc131,333$2.0M0.03%Share
28CAPTRUST FINANCIAL ADVISORS119,766$2.0M0.00%Share
29RAYMOND JAMES FINANCIAL INC128,991$2.0M0.00%Share
30COMMONWEALTH EQUITY SERVICES, LLC101,731$2.0M0.00%Share
31ASHTON THOMAS SECURITIES, LLC69,520$1.5M0.28%Share
32HARBOUR INVESTMENTS, INC.60,226$1.3M0.03%Share
33Pacific Wealth Strategies Group, Inc.54,213$1.2M0.66%Share
34Compound Planning, Inc.51,835$1.1M0.03%Share
35Turning Point Benefit Group, Inc.51,222$1.1M0.58%Share
36STIFEL FINANCIAL CORP53,303$1.0M0.00%Share
37NewEdge Advisors, LLC65,905$1.0M0.00%Share
38HUB Investment Partners, LLC83,662$1.0M0.03%Share
39RAYMOND JAMES FINANCIAL INC47,315$1.0M0.00%Share
40BANK OF AMERICA CORP /DE/79,666$1.0M0.00%Share
41Steward Partners Investment Advisory, LLC55,108$1.0M0.01%Share
42ENVESTNET ASSET MANAGEMENT INC71,206$1.0M0.00%Share
43AMERIPRISE FINANCIAL INC75,742$1.0M0.00%Share
44ROVIN CAPITAL /UT/ /ADV41,804$899K0.24%Share
45Hennion & Walsh Asset Management, Inc.41,181$885K0.03%Share
46Segment Wealth Management, LLC39,760$855K0.05%Share
47Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,155$756K0.01%Share
48Ark Wealth Advisors LLC32,745$704K0.76%Share
49Axim Planning & Wealth32,703$703K0.74%Share
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32,433$700K0.00%Share

BSJT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025101$316.2M+43
Q3 202558$167.2B-17
Q2 202575$163.1B+6
Q1 202569$143.1B+18
Q4 202451$6.9T+15
Q3 202436$31.6T+7
Q2 202429$19.0T+9
Q1 202420$16.0T—

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As of Q4 2025, 50 institutional investors hold BSJT (Invesco BulletShares 2029 High Yield Corporate Bond ETF). The largest holder is Anchor Investment Management, LLC with $52.3M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BSJT?

As of Q4 2025, 50 institutional investors report holding BSJT (Invesco BulletShares 2029 High Yield Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSJT?

The largest institutional holder of BSJT is Anchor Investment Management, LLC with $52.3M in shares.

Is institutional ownership of BSJT increasing or decreasing?

This quarter, 15 institutions opened new positions in BSJT and 5 closed their positions.