Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) Institutional Ownership

$21.60
+0.01 (+0.05%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2028 High Yield Corporate Bond ETF (NASDAQ:BSJS)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$30.04M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$396.37K
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BSJS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank24,632$534K0.0%N/A0.297%
5/16/2024 Jane Street Group LLC318,513$6.90M0.0%+250.8%3.838%
5/16/2024 Kraft Davis & Associates LLC27,992$602K0.2%+6.1%0.337%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,110$631K0.0%+4.3%0.351%
5/6/2024 Advisory Alpha LLC158,323$3.43M0.1%+2.2%1.908%
4/26/2024 MONECO Advisors LLC45,621$988K0.2%-14.2%0.563%
4/23/2024 Raymond James Financial Services Advisors Inc.115,269$2.50M0.0%+9.3%1.423%
4/22/2024 Rovin Capital UT ADV25,357$549K0.2%+92.4%0.313%
4/18/2024 Ironwood Financial llc62,702$1.36M0.3%+13.0%0.774%
4/15/2024 Brookstone Capital Management31,734$687K0.0%-12.8%0.397%
3/13/2024 MONECO Advisors LLC53,151$1.15M0.2%+4.5%0.830%
3/12/2024 Rovin Capital UT ADV13,180$285K0.1%N/A0.206%
2/12/2024 Steward Partners Investment Advisory LLC379,043$8.21M0.1%+5.8%5.923%
2/8/2024 FCA Corp TX16,125$349K0.1%+42.0%0.252%
2/7/2024 AlphaStar Capital Management LLC17,455$378K0.0%N/A0.273%
2/7/2024 Arlington Capital Management Inc.23,997$520K0.5%+12.9%0.375%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management27,913$605K0.0%-3.4%0.436%
2/6/2024 Private Advisor Group LLC11,508$249K0.0%-5.9%0.180%
2/6/2024 TCG Advisory Services LLC174,435$3.78M0.3%+530.4%2.726%
2/6/2024 Benjamin F. Edwards & Company Inc.1,512$33K0.0%N/A0.024%
2/5/2024 MONECO Advisors LLC52,691$1.14M0.2%+4.5%0.823%
1/31/2024 Kraft Davis & Associates LLC26,386$570K0.2%N/A0.412%
1/31/2024 SFE Investment Counsel204,353$4.43M1.2%+29.3%3.193%
1/30/2024 Capital Analysts LLC6,630$144K0.0%+47.2%0.112%
1/23/2024 Advisory Alpha LLC154,865$3.35M0.2%N/A2.625%
1/16/2024 Raymond James Financial Services Advisors Inc.105,501$2.29M0.0%+9.4%1.884%
1/16/2024 Raymond James & Associates28,172$610K0.0%N/A0.503%
1/11/2024 Brookstone Capital Management36,382$788K0.0%N/A0.674%
1/11/2024Banta Asset Management LP154,310$3.34M4.0%-2.1%2.858%
11/15/2023 Mercer Global Advisors Inc. ADV149,236$3.07M0.0%+30.8%4.264%
11/13/2023 Envestnet Asset Management Inc.169,519$3.49M0.0%+48.7%4.843%
11/13/2023 FCA Corp TX11,358$234K0.1%N/A0.325%
11/6/2023 MONECO Advisors LLC50,410$1.04M0.3%+10.2%1.440%
10/26/2023Banta Asset Management LP157,610$3.25M4.0%+27.7%4.503%
10/25/2023 Arlington Capital Management Inc.21,258$438K0.5%+36.4%0.607%
10/25/2023 SFE Investment Counsel158,004$3.25M0.9%+41.2%4.514%
10/25/2023 Ironwood Wealth Management LLC.51,626$1.06M0.4%+21.3%1.475%
10/25/2023 Segment Wealth Management LLC12,660$261K0.0%N/A0.362%
10/24/2023 Raymond James Financial Services Advisors Inc.96,418$1.99M0.0%+4.7%2.755%
10/12/2023 Horizons Wealth Management2,212$46K0.0%N/A0.063%
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8/24/2023 Arlington Capital Management Inc.15,588$327K0.3%N/A0.538%
8/10/2023 Private Advisor Group LLC12,229$257K0.0%N/A0.422%
8/10/2023 Cetera Advisors LLC14,156$297K0.0%N/A0.488%
8/4/2023 Envestnet Asset Management Inc.113,997$2.39M0.0%N/A3.931%
8/4/2023 Carnegie Capital Asset Management LLC18,555$390K0.0%+6.5%0.640%
8/3/2023 MONECO Advisors LLC45,749$960K0.3%+124.9%1.634%
7/31/2023 LPL Financial LLC106,559$2.24M0.0%+181.2%3.806%
7/31/2023Banta Asset Management LP123,450$2.59M3.0%+508.1%4.409%
7/25/2023 Raymond James Financial Services Advisors Inc.92,107$1.93M0.0%+6.4%3.411%
7/24/2023 SFE Investment Counsel111,877$2.35M0.7%+28.4%4.144%
7/20/2023 Global Retirement Partners LLC1,637$34K0.0%-25.6%0.061%
7/20/2023 Ironwood Wealth Management LLC.42,546$893K0.3%-1.4%1.467%
7/18/2023 Allworth Financial LP1,195$25K0.0%N/A0.046%
5/12/2023 MONECO Advisors LLC20,344$429K0.1%+13.2%0.969%
5/9/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management28,097$593K0.0%+37.2%1.338%
5/9/2023 SFE Investment Counsel87,157$1.83M0.6%+89.0%4.150%
5/8/2023 Global Retirement Partners LLC2,200$46K0.0%N/A0.105%
5/5/2023 Capital Analysts LLC2,379$50K0.0%N/A0.113%
5/4/2023 Denver Wealth Management Inc.62,907$1.33M0.9%N/A2.996%
4/24/2023 TCG Advisory Services LLC21,470$453K0.1%N/A1.022%
4/19/2023 Carmel Capital Partners LLC43,057$909K0.5%+44.3%2.050%
4/14/2023 Ironwood Wealth Management LLC.43,136$911K0.4%+22.1%2.054%
4/14/2023 Raymond James Financial Services Advisors Inc.86,600$1.83M0.0%N/A4.558%
2/10/2023 SFE Investment Counsel46,107$989K0.3%N/A3.074%
2/8/2023 4Thought Financial Group Inc.14,643$303K0.3%+3.4%0.976%
2/8/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management20,479$424K0.0%N/A1.365%
2/7/2023 LPL Financial LLC49,226$1.02M0.0%-3.6%3.282%
1/30/2023 MONECO Advisors LLC17,967$372K0.1%-7.5%1.198%
1/24/2023 Carnegie Capital Asset Management LLC17,002$352K0.0%+15.2%1.133%
1/20/2023 Straight Path Wealth Management13,231$274K0.3%-48.2%0.882%
1/18/2023Banta Asset Management LP20,300$420K0.6%+21.9%1.353%
1/17/2023 Carmel Capital Partners LLC29,842$617K0.4%+148.4%1.989%
11/15/2022 Flow Traders U.S. LLC18,769$377K0.0%N/A1.564%
11/2/2022 MONECO Advisors LLC19,420$390K0.2%N/A1.618%
10/21/2022 Straight Path Wealth Management25,525$513K0.5%+17.1%2.127%
10/14/2022 Carmel Capital Partners LLC12,012$241K0.2%N/A1.001%
10/14/2022 Carnegie Capital Asset Management LLC14,763$297K0.0%N/A1.230%
10/13/2022 SJS Investment Consulting Inc.1,365$27K0.0%N/A0.114%
7/25/2022 Bradley & Co. Private Wealth Management LLC2,190$46K0.1%N/A0.168%
7/19/2022 Straight Path Wealth Management21,795$455K0.4%+31.5%1.677%
7/19/2022 4Thought Financial Group Inc.14,247$298K0.3%-7.1%1.096%
5/10/2022 Wrapmanager Inc.23,310$553K0.1%-4.6%2.331%
4/29/2022 Straight Path Wealth Management16,580$393K0.3%+12.9%1.658%
2/16/2022 Flow Traders U.S. LLC74,721$1.89M0.1%+164.4%10.674%
2/10/2022 Regal Investment Advisors LLC11,750$298K0.0%+27.7%1.679%
2/7/2022 Wrapmanager Inc.24,435$619K0.2%+5.0%3.491%
2/3/2022 Advisor Group Holdings Inc.11,699$296K0.0%+28.2%1.671%
1/26/2022 Straight Path Wealth Management14,692$372K0.3%N/A2.099%
1/26/2022 4Thought Financial Group Inc.15,319$388K0.3%+13.9%2.188%
1/19/2022Banta Asset Management LP8,100$205K0.2%N/A1.157%
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11/15/2021 Flow Traders U.S. LLC28,265$721K0.0%-48.4%4.711%
11/5/2021 Regal Investment Advisors LLC9,200$235K0.0%N/A1.533%
11/5/2021 Advisor Group Holdings Inc.9,125$232K0.0%+35.1%1.521%
11/2/2021 4Thought Financial Group Inc.13,455$343K0.3%+8.5%2.243%
8/24/2021 Flow Traders U.S. LLC54,741$1.40M0.1%+398.1%10.948%
8/17/2021 Citadel Advisors LLC102,948$2.63M0.0%-5.5%20.590%
8/2/2021 Advisor Group Holdings Inc.6,756$173K0.0%+29.4%1.351%
7/31/2021 4Thought Financial Group Inc.12,399$317K0.3%+11.1%2.480%
5/18/2021 Flow Traders U.S. LLC10,991$278K0.0%N/A2.198%
5/18/2021 Citadel Advisors LLC108,884$2.76M0.0%-18.7%21.777%
(Data available from 1/1/2016 forward)

BSJS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSJS shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF. The most heavily invested institutionals were Steward Partners Investment Advisory LLC ($8.21M), Jane Street Group LLC ($6.90M), SFE Investment Counsel ($4.43M), TCG Advisory Services LLC ($3.78M), Envestnet Asset Management Inc. ($3.49M), Advisory Alpha LLC ($3.43M), and Banta Asset Management LP ($3.34M).Learn more on BSJS's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2028 High Yield Corporate Bond ETF stock?

Of the 38 institutional investors that purchased Invesco BulletShares 2028 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($227.71K), SFE Investment Counsel ($204.35K), Envestnet Asset Management Inc. ($169.52K), TCG Advisory Services LLC ($168.24K), Advisory Alpha LLC ($158.32K), Banta Asset Management LP ($140.96K), and Raymond James Financial Services Advisors Inc. ($115.27K).

How much institutional buying is happening at Invesco BulletShares 2028 High Yield Corporate Bond ETF?

Institutional investors have bought a total of 1,825,313 shares in the last 24 months. This purchase volume represents approximately $47.37M in transactions.

Which Invesco BulletShares 2028 High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Invesco BulletShares 2028 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Straight Path Wealth Management ($12.29K), MONECO Advisors LLC ($8.98K), Brookstone Capital Management ($4.65K), Banta Asset Management LP ($3.30K), LPL Financial LLC ($1.85K), 4Thought Financial Group Inc. ($1.08K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($983.00).

How much institutional selling is happening at Invesco BulletShares 2028 High Yield Corporate Bond ETF?

Institutional investors have sold a total of 35,018 shares in the last 24 months. This volume of shares sold represents approximately $1.09M in transactions.


This page (NASDAQ:BSJS) was last updated on 5/18/2024 by MarketBeat.com Staff

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