Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q4 2024 (December 31)20holders +4
5new positions
0sold out
$26.05avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($4.9M), Concurrent Investment Advisors, LLC ($3.3M) and Flow Traders U.S. LLC ($2.0M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 114,930 shares bought and 166,470 shares sold, net −51,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Add +5.0% | 188,965 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -3.0% | 126,580 | $3.3M |
| Flow Traders U.S. LLC | 0.08% | Add +235.0% | 78,638 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 62,907 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -77.4% | 45,472 | $1.2M |
| Cetera Investment Advisers | 0.00% | New | 35,432 | $923K |
| Jane Street Group, LLC | 0.00% | Add +0.6% | 30,672 | $799K |
| Moneco Advisors, LLC | 0.06% | Reduce -18.6% | 23,398 | $609K |
| 4Thought Financial Group Inc. | 0.23% | Add +2.4% | 13,982 | $364K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.9% | 12,428 | $324K |
| HUB Investment Partners, LLC | 0.01% | New | 9,452 | $246K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,805 | $99K |
| Key Financial Inc | 0.02% | No change | 2,815 | $73K |
| Bank of America Corp. | 0.00% | Add +3.5% | 1,921 | $50K |
| Ancora Advisors LLC | 0.00% | New | 1,295 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 157 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.7% | 150 | $4K |
| UBS Group AG | 0.00% | New | 141 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 53 | $1K |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.