Invesco Bulletshares 2031 HYBSJVETF
13F holders, Q1 2025 (March 31)27holders +7
10new positions
3sold out
$26.03avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding Invesco Bulletshares 2031 HY (BSJV) in their 13F filings, up 7 from Q4 2024. 10 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($5.6M), Concurrent Investment Advisors, LLC ($3.2M) and Jane Street Group, LLC ($1.8M).
- Company
- Invesco Bulletshares 2031 HY
- CUSIP
- 46139W817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.0M |
| Exits | 3 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 202,010 shares bought and 122,825 shares sold, net +79,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| LPL Financial LLC | 0.00% | Add +14.5% | 216,318 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -1.8% | 124,322 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +122.7% | 68,301 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 66,091 | $1.7M |
| Morgan Stanley | 0.00% | Add +17.1% | 53,241 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | New | 34,822 | $906K |
| JPMorgan Chase & Co. | 0.00% | New | 20,797 | $541K |
| Old Mission Capital LLC | 0.01% | New | 20,128 | $524K |
| Moneco Advisors, LLC | 0.05% | Reduce -22.2% | 18,196 | $474K |
| Rovin Capital /Ut/ | 0.12% | New | 14,674 | $382K |
| 4Thought Financial Group Inc. | 0.23% | Add +1.2% | 14,149 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 12,583 | $328K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,052 | $314K |
| Osaic Holdings, Inc. | 0.00% | Add +6858.0% | 10,437 | $272K |
| IMA Advisory Services, Inc. | 0.03% | New | 9,999 | $260K |
| HUB Investment Partners, LLC | 0.01% | Add +5.2% | 9,946 | $259K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,805 | $99K |
| Key Financial Inc | 0.02% | No change | 2,815 | $73K |
| Bank of America Corp. | 0.00% | Add +7.5% | 2,066 | $54K |
| Larson Financial Group LLC | 0.00% | New | 1,582 | $41K |
| Wells Fargo & Company | 0.00% | New | 645 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 370 | $10K |
| UBS Group AG | 0.00% | Add +41.8% | 200 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 157 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 68 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 53 | $1K |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is BSJV's weight in each manager's 13F, not the share of Invesco Bulletshares 2031 HY the manager owns.