Who Owns Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU)?Hedge Fund & Institutional Holders

$25.82+0.10 (+0.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0000000919200078e+275T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$24.54$25.03$25.53$26.02$26.52Aug 24Jun 25Mar 26

BSJU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Trinity Legacy Partners, LLCNew Position+352K+$9.2B
GPM Growth Investors, Inc.New Position+207K+$5.4B
HOWARD WEALTH MANAGEMENT, LLCNew Position+133K+$3.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+126K+$3.0B
Milestones Private Investment Advisors LLCNew Position+90K+$2.4B
CacheTech Inc.New Position+89K+$2.3B
JONES FINANCIAL COMPANIES LLLPNew Position+78K+$2.0B
Turning Point Benefit Group, Inc.New Position+61K+$1.6B
Altrius Capital Management IncNew Position+45K+$1.2B
BANK OF MONTREAL /CAN/New Position+46K+$1.0B
BANK OF AMERICA CORP /DE/Increased+17K+$998.8M
OSAIC HOLDINGS, INC.Increased+60K+$828.3M
Axim Planning & WealthNew Position+26K+$680.0M
WELLS FARGO & COMPANY/MNIncreased+46K+$659.6M
RAYMOND JAMES FINANCIAL INCIncreased+56K+$545.7M

BSJU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-88K-$16.3B
F/m Investments LLCClosed Position-76K-$2.0B
ROYAL BANK OF CANADADecreased-1K-$539.0M
HUB Investment Partners, LLCDecreased-524-$448.2M
VestGen Advisors, LLCDecreased-5K-$431.5M
Larson Financial Group LLCDecreased-1K-$108.8M
HORIZON FINANCIAL SERVICES, LLCClosed Position-554-$14.5M
MORGAN STANLEYDecreased-109K-$3.7M
FLOW TRADERS U.S. LLCClosed Position-21K-$539K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV394,064$10.0B15.24%Share
2Trinity Legacy Partners, LLC352,132$9.2B2.11%Share
3RPg Family Wealth Advisory, LLC299,517$7.8B1.72%Share
4Equitable Holdings, Inc.264,456$6.0B41.02%Share
5GPM Growth Investors, Inc.206,997$5.4B2.11%Share
6HOWARD WEALTH MANAGEMENT, LLC132,990$3.5B1.52%Share
7COMMONWEALTH EQUITY SERVICES, LLC125,720$3.0B4.00%Share
8Milestones Private Investment Advisors LLC90,119$2.4B1.62%Share
9CacheTech Inc.89,121$2.3B0.43%Share
10OSAIC HOLDINGS, INC.105,245$2.0B2.92%Share
11RAYMOND JAMES FINANCIAL INC82,578$2.0B0.62%Share
12JONES FINANCIAL COMPANIES LLLP78,016$2.0B1.22%Share
13Altrius Capital Management Inc45,048$1.2B0.25%Share
14Turning Point Benefit Group, Inc.42,255$1.1B0.58%Share
15AMERIPRISE FINANCIAL INC69,056$1.0B0.23%Share
16BANK OF MONTREAL /CAN/45,885$1.0B0.35%Share
17WELLS FARGO & COMPANY/MN40,806$1.0B0.18%Share
18BANK OF AMERICA CORP /DE/56,081$1.0B0.07%Share
19Axim Planning & Wealth26,066$680.0M0.72%Share
20UBS Group AG24,488$639.0M0.10%Share
21Leo Wealth, LLC19,562$510.0M0.04%Share
22Turning Point Benefit Group, Inc.19,017$496.0M0.26%Share
23Farther Finance Advisors, LLC17,778$464.0M4.97%Share
244Thought Financial Group Inc.16,750$437.0M0.22%Share
25Segment Wealth Management, LLC15,650$408.0M0.02%Share
26MONECO ADVISORS, LLC14,831$387.0M0.03%Share
27AlphaStar Capital Management, LLC14,115$368.0M0.03%Share
28OLD MISSION CAPITAL LLC13,537$353.0M0.01%Share
29Topsail Wealth Management, LLC11,157$291.0M0.04%Share
30Valtinson Bruner Financial Planning LLC8,561$223.0M0.06%Share
31Meriwether Wealth & Planning, LLC8,397$219.0M0.12%Share
32Alaska Permanent Capital Management, LLC8,229$214.0M0.02%Share
33BridgePort Financial Solutions, LLC8,118$211.0M0.06%Share
34Carnegie Investment Counsel7,690$200.0M3.69%Share
35Geneos Wealth Management Inc.2,445$63.0M0.00%Share
36Horizons Wealth Management1,429$37.0M0.02%Share
37LPL Financial LLC536,669$14.0M0.00%Share
38SFE Investment Counsel242,794$6.3M0.97%Share
39MORGAN STANLEY183,923$4.0M0.00%Share
40Advisory Alpha, LLC141,439$3.7M0.10%Share
41PRIVATE TRUST CO NA86$2.0M0.00%Share
42Cetera Investment Advisers95,290$2.0M0.00%Share
43HARBOUR INVESTMENTS, INC.63,870$1.7M0.03%Share
44JANE STREET GROUP, LLC67,392$1.0M0.00%Share
45Prospera Financial Services Inc67,775$1.0M0.02%Share
46Empirical Financial Services, LLC d.b.a. Empirical Wealth Management29,786$777K0.01%Share
47WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26,442$692K0.00%Share
48Brookstone Capital Management25,328$661K0.01%Share
49MGO ONE SEVEN LLC22,691$592K0.01%Share
50Ark Wealth Advisors LLC18,657$487K0.52%Share

BSJU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$68.1B+41
Q3 202531$51.3B-8
Q2 202539$60.4B-3
Q1 202542$47.6B+8
Q4 202434$808.7B+9
Q3 202425$8.1T+5
Q2 202420$311.2B+3
Q1 202417$3.4T—

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of Q4 2025, 50 institutional investors hold BSJU (Invesco BulletShares 2030 High Yield Corporate Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $10.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BSJU?

As of Q4 2025, 50 institutional investors report holding BSJU (Invesco BulletShares 2030 High Yield Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSJU?

The largest institutional holder of BSJU is MERCER GLOBAL ADVISORS INC /ADV with $10.0B in shares.

Is institutional ownership of BSJU increasing or decreasing?

This quarter, 11 institutions opened new positions in BSJU and 3 closed their positions.