Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q2 2024 (June 30)35holders +10
11new positions
1sold out
$20.96avg. 13F price*
At the end of Q2 2024, 35 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 10 from Q1 2024. 11 opened new positions and 1 sold out. The largest holders were Legacy Financial Group LLC ($8.0M), Envestnet Asset Management Inc. ($6.7M) and Mercer Global Advisors Inc. ($6.4M).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.5M |
| Exits | 1 | $35K |
All 13F filers, Q1 2024 → Q2 2024: 969,195 shares bought and 42,047 shares sold, net +927,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Legacy Financial Group LLC | 1.57% | New | 380,865 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.0% | 321,602 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +22.2% | 306,447 | $6.4M |
| Equitable Holdings, Inc. | 0.06% | Add +168.6% | 249,631 | $5.2M |
| LPL Financial LLC | 0.00% | Add +37.7% | 245,132 | $5.1M |
| SFE Investment Counsel | 0.98% | Add +103.6% | 210,191 | $4.4M |
| Morgan Stanley | 0.00% | Add +27.7% | 119,123 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +21.6% | 47,258 | $991K |
| Moneco Advisors, LLC | 0.14% | Add +33.3% | 46,293 | $970K |
| Old Mission Capital LLC | 0.02% | Reduce -12.2% | 36,636 | $768K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +6.0% | 31,970 | $670K |
| Raymond James & Associates | 0.00% | Add +10.2% | 28,358 | $594K |
| Cetera Investment Advisers | 0.00% | New | 25,625 | $537K |
| Bank of America Corp. | 0.00% | Reduce -23.1% | 22,448 | $470K |
| 4Thought Financial Group Inc. | 0.28% | Add +11.8% | 21,385 | $448K |
| UBS Group AG | 0.00% | Add +0.7% | 21,258 | $446K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.1% | 20,400 | $428K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 18,808 | $394K |
| Rovin Capital /Ut/ | 0.16% | Add +44.2% | 17,958 | $376K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 17,828 | $374K |
| Osaic Holdings, Inc. | 0.00% | Add +13.5% | 16,119 | $338K |
| HUB Investment Partners, LLC | 0.01% | Reduce -62.4% | 14,871 | $312K |
| Segment Wealth Management, LLC | 0.02% | No change | 13,490 | $283K |
| Compound Planning, Inc. | 0.01% | New | 9,599 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 5,275 | $111K |
| Key Financial Inc | 0.02% | New | 4,670 | $98K |
| Larson Financial Group LLC | 0.01% | New | 3,689 | $77K |
| Capital Analysts, LLC | 0.00% | Add +57.4% | 2,752 | $58K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +36.1% | 1,960 | $41K |
| GAMMA Investing LLC | 0.00% | New | 1,597 | $33K |
| Royal Bank of Canada | 0.00% | No change | 1,181 | $25K |
| Tyler-Stone Wealth Management | 0.01% | New | 700 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 201 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 66 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | New | 66 | $1K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.