BSJT

Invesco Bulletshares 2029 Hy

+$37.7M

Net Activity

Institutions Holding

110

Popularity Rank

#4257

Avg Weight

0.25%

Total Value

$301.6M

Ownership Trend

110 institutions currently hold BSJT, with 79 net buyers and 28 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

28

Net Buying Institutions

79

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$60.5M
LF
Legacy Financial Group LLC
$17.7M
WF
Wells Fargo & Company/mn
$16.8M
EH
Equitable Holdings, Inc.
$13.0M
CI
Cetera Investment Advisers
$12.2M

Top 5 by Conviction

BA
Banta Asset Management LP
6.74%
OI
Oder Investment Management, LLC
2.35%
LF
Legacy Financial Group LLC
2.22%
HW
Howard Wealth Management, LLC
1.64%
SI
SFE Investment Counsel
1.21%
View all 110 holding institutions

Quarterly Activity

Recent Activity

+$262.0M

Total Buy Value

$63.5M

Total Sell Value

New buy15
Trim22
Add64
Sold out6

79

Net Buyers

28

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO BULLETSHARES 2029 HY (BSJT)?
Major stakeholders currently include LPL Financial LLC ($60.5M), Legacy Financial Group LLC ($17.7M), Wells Fargo & Company/mn ($16.8M). Based on the latest 13F filings, there are a total of 110 tracked investment funds and institutions maintaining positions in BSJT.
What is the overall institutional sentiment toward BSJT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $37.7M, driven by 79 managers accumulating shares while 28 reduced their exposure.
Which institutions have been selling or reducing their BSJT positions?
In the latest period, 22 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $63.5M.
Are there any notable investors adding BSJT to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 64 existing holders added to their shares. The total reported buy value for the quarter amounted to $262.0M.

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