Invesco Bulletshares 2030 HYBSJUETF
13F holders, Q1 2024 (March 31)22holders
$25.63avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding Invesco Bulletshares 2030 HY (BSJU) in their 13F filings. The largest holders were RPg Family Wealth Advisory, LLC ($6.5M), Morgan Stanley ($4.4M) and Jane Street Group, LLC ($3.3M).
- Company
- Invesco Bulletshares 2030 HY
- CUSIP
- 46139W841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.3M |
| Exits | 0 | $0 |
Ownership 22 holders
| RPg Family Wealth Advisory, LLC | 2.06% | Add +2.7% | 253,409 | $6.5M |
| Morgan Stanley | 0.00% | New | 172,284 | $4.4M |
| Jane Street Group, LLC | 0.00% | Add +29.3% | 130,281 | $3.3M |
| LPL Financial LLC | 0.00% | Add +729.6% | 119,694 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.8% | 98,292 | $2.5M |
| HUB Investment Partners, LLC | 0.04% | Add +33.1% | 28,841 | $739K |
| Old Mission Capital LLC | 0.02% | New | 25,005 | $641K |
| SFE Investment Counsel | 0.11% | New | 19,332 | $495K |
| UBS Group AG | 0.00% | Add +1127.1% | 17,449 | $447K |
| 4Thought Financial Group Inc. | 0.27% | Reduce -1.9% | 15,981 | $410K |
| Raymond James & Associates | 0.00% | Add +31.0% | 15,200 | $390K |
| Bank of America Corp. | 0.00% | Add +81.3% | 14,600 | $374K |
| Moneco Advisors, LLC | 0.06% | Reduce -6.1% | 14,006 | $359K |
| Royal Bank of Canada | 0.00% | New | 11,000 | $282K |
| Equitable Holdings, Inc. | 0.00% | New | 9,795 | $251K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,784 | $225K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 6,228 | $160K |
| Ancora Advisors LLC | 0.00% | New | 1,385 | $35K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +8.3% | 1,024 | $26K |
| Capital Analysts, LLC | 0.00% | No change | 977 | $25K |
| Wells Fargo & Company | 0.00% | Reduce -95.7% | 401 | $10K |
| NewEdge Advisors, LLC | 0.00% | New | 68 | $2K |
"% of holder's portfolio" is BSJU's weight in each manager's 13F, not the share of Invesco Bulletshares 2030 HY the manager owns.