Who Owns Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV)?Hedge Fund & Institutional Holders

$26.06-0.08 (-0.30%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.343600050003039e+98T

% of Float Held

QoQ Change in Holders

+15 / -3

Price History

$25.00$25.54$26.09$26.63$27.17Aug 24May 25Mar 26

BSJV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Leo Wealth, LLCNew Position+275K+$7.3M
Concurrent Investment Advisors, LLCNew Position+114K+$3.0M
MONECO ADVISORS, LLCNew Position+36K+$968K
Jessup Wealth Management, IncNew Position+30K+$806K
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementNew Position+28K+$747K
4Thought Financial Group Inc.New Position+16K+$437K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+16K+$430K
ROVIN CAPITAL /UT/ /ADVNew Position+15K+$400K
Alaska Wealth Advisors, LLCNew Position+9K+$248K
HOWARD WEALTH MANAGEMENT, LLCNew Position+8K+$214K
Alaska Permanent Capital Management, LLCNew Position+8K+$199K
Key FInancial IncNew Position+6K+$170K
Geneos Wealth Management Inc.New Position+4K+$101K
Farther Finance Advisors, LLCNew Position+1K+$29K
CWM, LLCNew Position+509+$14K

BSJV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-28K-$6.2B
MORGAN STANLEYDecreased-17K-$2.5B
OLD MISSION CAPITAL LLCClosed Position-86K-$2.3B
RAYMOND JAMES FINANCIAL INCDecreased-158-$2.0B
JANE STREET GROUP, LLCClosed Position-15K-$414.5M
VestGen Advisors, LLCDecreased-4K-$384.5M
HUB Investment Partners, LLCDecreased-44-$211.7M
UBS Group AGClosed Position-205-$5.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Leo Wealth, LLC274,538$7.3M0.53%Share
2Equitable Holdings, Inc.241,455$6.0M0.04%Share
3LPL Financial LLC204,331$5.0M0.00%Share
4Concurrent Investment Advisors, LLC113,786$3.0M0.03%Share
5MORGAN STANLEY77,175$2.0M0.00%Share
6SFE Investment Counsel68,348$1.8M0.28%Share
7RAYMOND JAMES FINANCIAL INC41,989$1.0M0.00%Share
8ROYAL BANK OF CANADA45,865$1.0M0.00%Share
9BANK OF AMERICA CORP /DE/38,149$1.0M0.00%Share
10MONECO ADVISORS, LLC36,289$968K0.08%Share
11Jessup Wealth Management, Inc30,198$806K0.27%Share
12Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,985$747K0.01%Share
13Modern Wealth Management, LLC16,867$450K0.01%Share
144Thought Financial Group Inc.16,403$437K0.22%Share
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,094$430K0.00%Share
16ROVIN CAPITAL /UT/ /ADV14,989$400K0.11%Share
17Alaska Wealth Advisors, LLC9,289$248K0.03%Share
18HARBOUR INVESTMENTS, INC.8,118$216K0.00%Share
19HOWARD WEALTH MANAGEMENT, LLC8,050$214K0.09%Share
20IMA Advisory Services, Inc.7,736$206K0.02%Share
21Alaska Permanent Capital Management, LLC7,504$199K0.02%Share
22Key FInancial Inc6,400$170K0.03%Share
23Geneos Wealth Management Inc.3,805$101K0.00%Share
24Farther Finance Advisors, LLC1,087$29K0.00%Share
25CWM, LLC509$14K0.00%Share
26Capital Analysts, LLC370$10K0.00%Share
27Keating Financial Advisory Services, Inc.365$9K0.00%Share
28ORG Partners LLC465$00.00%Share
29ORG Partners LLC1,399$00.00%Share
30ORG Partners LLC109$00.00%Share
31ORG Partners LLC1,307$00.00%Share
32ORG Partners LLC417$00.00%Share
33ORG Partners LLC527$00.00%Share
34ORG Partners LLC317$00.00%Share
35ORG Partners LLC278$00.00%Share
36ORG Partners LLC36$00.00%Share
37ORG Partners LLC192$00.00%Share
38ORG Partners LLC33$00.00%Share
39ORG Partners LLC919$00.00%Share
40ORG Partners LLC610$00.00%Share
41ORG Partners LLC86$00.00%Share
42ORG Partners LLC540$00.00%Share
43ORG Partners LLC281$00.00%Share
44MORGAN STANLEY1$00.00%Share
45RHL GROUP, LLC37$00.00%Share
46ORG Partners LLC204$00.00%Share
47Glass Jacobson Investment Advisors llc4$00.00%Share
48NewEdge Advisors, LLC68$00.00%Share
49WELLS FARGO & COMPANY/MN1$00.00%Share
50RAYMOND JAMES FINANCIAL INC32,304$00.00%Share

BSJV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$33.9M+19
Q3 202523$21.1B+3
Q2 202520$15.5B-7
Q1 202527$18.0B+6
Q4 202421$3.4T+9
Q3 202412$14.6T-1
Q2 202413$14.3T+4
Q1 20249$17.1T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BSJV (Invesco BulletShares 2031 High Yield Corporate Bond ETF). The largest holder is Leo Wealth, LLC with $7.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BSJV?

As of Q4 2025, 50 institutional investors report holding BSJV (Invesco BulletShares 2031 High Yield Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSJV?

The largest institutional holder of BSJV is Leo Wealth, LLC with $7.3M in shares.

Is institutional ownership of BSJV increasing or decreasing?

This quarter, 15 institutions opened new positions in BSJV and 3 closed their positions.