Who Owns BSJU?
Invesco BulletShares 2030 High Yield Corporate Bond ETF — Institutional Ownership & 13F Holdings
$25.86
+0.07 (+0.25%)
Market Cap
$183.4M
Shares Outstanding
7,082,864
Institutional Holders
42
Total Inst. Value
$42.4M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
12
Closed Positions
4
Increased
18
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Trinity Legacy Partners, LLCNew | $8.5M | 329,294 |
| 2 | RPg Family Wealth Advisory, LLC | $7.4M | 289,745 |
| 3 | MORGAN STANLEY | $6.8M | 267,951 |
| 4 | Equitable Holdings, Inc. | $4.9M | 190,839 |
| 5 | SFE Investment Counsel | $3.2M | 126,513 |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.0M | 39,996 |
| 7 | AMERIPRISE FINANCIAL INC | $972K | 38,132 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $772K | 30,299 |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $710K | 27,872 |
| 10 | JANE STREET GROUP, LLC | $706K | 27,687 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Trinity Legacy Partners, LLCNew | +329K | $8.5M |
| RPg Family Wealth Advisory, LLC | +16K | $7.4M |
| MORGAN STANLEY | +20K | $6.8M |
| Equitable Holdings, Inc. | +87K | $4.9M |
| SFE Investment Counsel | +28K | $3.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -102K | $706K |
| MONECO ADVISORS, LLC | -960 | $539K |
| UBS Group AG | -249 | $419K |
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Frequently Asked Questions
How many institutional investors hold BSJU?
As of Q1 2025, 42 institutional investors report holding BSJU (Invesco BulletShares 2030 High Yield Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most BSJU?
The largest institutional holder of BSJU is Trinity Legacy Partners, LLC with $8.5M in shares.
Are institutions buying or selling BSJU?
This quarter, 12 institutions opened new positions in BSJU and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.