Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q1 2024 (March 31)25holders
$21.18avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($5.3M), Mercer Global Advisors Inc. ($5.3M) and LPL Financial LLC ($3.8M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $11.2M |
| Exits | 2 | $448K |
Ownership 25 holders
| Envestnet Asset Management Inc. | 0.00% | New | 251,309 | $5.3M |
| Mercer Global Advisors Inc. | 0.02% | New | 250,739 | $5.3M |
| LPL Financial LLC | 0.00% | Add +615.9% | 178,069 | $3.8M |
| SFE Investment Counsel | 0.50% | Add +97.5% | 103,243 | $2.2M |
| Morgan Stanley | 0.00% | Add +38.8% | 93,309 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +115.7% | 92,939 | $2.0M |
| Old Mission Capital LLC | 0.02% | Reduce -49.7% | 41,744 | $884K |
| HUB Investment Partners, LLC | 0.05% | Add +28.0% | 39,519 | $837K |
| Jane Street Group, LLC | 0.00% | Reduce -54.9% | 38,857 | $823K |
| Moneco Advisors, LLC | 0.12% | Add +125.7% | 34,741 | $736K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +16.0% | 30,171 | $639K |
| Bank of America Corp. | 0.00% | Add +44.8% | 29,177 | $618K |
| Raymond James & Associates | 0.00% | Add +58.6% | 25,735 | $545K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 24,330 | $515K |
| UBS Group AG | 0.00% | Add +1115.3% | 21,109 | $447K |
| 4Thought Financial Group Inc. | 0.27% | Reduce -1.9% | 19,136 | $405K |
| Wells Fargo & Company | 0.00% | Reduce -69.4% | 17,829 | $378K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 14,203 | $301K |
| Segment Wealth Management, LLC | 0.02% | New | 13,490 | $286K |
| Rovin Capital /Ut/ | 0.11% | New | 12,454 | $264K |
| Capital Analysts, LLC | 0.00% | Reduce -14.4% | 1,748 | $37K |
| Ancora Advisors LLC | 0.00% | New | 1,631 | $35K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +7.0% | 1,440 | $30K |
| Royal Bank of Canada | 0.00% | New | 1,181 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.5% | 201 | $4K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.