Invesco BulletShares 2031 High Yield Corporate Bond

BSJV • NASDAQ

Invesco BulletShares 2031 High Yield Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 32 institutional investors hold shares in this ETF, with total holdings valued at $26.9M. LPL Financial LLC is the largest holder with a position valued at $6.2M.

Overview

Overview of institutional ownership in BSJV as of Q3 2025

All Institutions

Institutions: 32
Value Held: $26.9M
Shares Held: 1.0M
Avg Position: $841.7K
Median Position: $369.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BSJV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$6.2M 0.00% of portfolio	232.7K shares	Q1 2024 Held for 1y 8m	$340.07B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	$3.2M 0.02% of portfolio	121.0K shares	Q1 2025 Held for 8 months	$13.6B
Concurrent Investment Advisors, LLC RIA/Wealth	Scott Alexander Steele Founder	$3.0M 0.05% of portfolio	113.7K shares	Q4 2023 Held for 1y 11m	$5.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.5M 0.00% of portfolio	93.9K shares	Q1 2024 Held for 1y 8m	$1.65T
O OLD MISSION CAPITAL LLC Institution	-	$2.3M 0.10% of portfolio	85.6K shares	Q1 2025 Held for 8 months	$2.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$2.0M 0.00% of portfolio	74.5K shares	Q4 2024 Held for 11 months	$310.43B
R ROYAL BANK OF CANADA Institution	-	$1.2M 0.00% of portfolio	45.5K shares	Q2 2025 Held for 5 months	$542.04B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$699.6K 0.00% of portfolio	26.1K shares	Q1 2024 Held for 1y 8m	$1.33T
A Advisor Group Holdings, Inc. Institution	-	$657.6K 0.00% of portfolio	24.7K shares	Q4 2023 Held for 1y 11m	$71.0B
SFE Investment Counsel RIA/Wealth	James Thomas Moylan President	$651.7K 0.10% of portfolio	24.3K shares	Q3 2025 Held for 2 months	$626.3M

Net Capital Flow

Institutional buying and selling activity for BSJV in Q3 2025

Traded: +$7.9M
Buyers: 20
Sellers: 5
Total Bought: +$8.2M
Total Sold: −$265.1K
Avg Position: $841.7K

Biggest Buyers

Institution	Net Bought	Current Position
O OLD MISSION CAPITAL LLC Institution	+$2.3M +85.6K shares	$2.3M 85.6K shares
Equitable Holdings, Inc. Institution	+$2.0M +74.2K shares	$3.2M 121.0K shares
MORGAN STANLEY RIA/Wealth	+$1.1M +40.0K shares	$2.5M 93.9K shares
SFE Investment Counsel RIA/Wealth	+$651.7K +24.3K shares	$651.7K 24.3K shares
J JANE STREET GROUP, LLC Institution	+$414.5K +15.5K shares	$414.5K 15.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$396.0K +14.8K shares	$699.6K 26.1K shares
ORG Partners LLC RIA/Wealth	+$372.7K +13.9K shares	$372.7K 13.9K shares
Modern Wealth Management, LLC RIA/Wealth	+$350.9K +13.1K shares	$350.9K 13.1K shares
Alaska Permanent Capital Management RIA/Wealth	+$200.1K +7.5K shares	$200.1K 7.5K shares
L LPL Financial LLC Institution	+$116.8K +4.4K shares	$6.2M 232.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Concurrent Investment Advisors, LLC RIA/Wealth	−$139.7K −5.2K shares	$3.0M 113.7K shares
TrueNorth, Inc. RIA/Wealth	−$103.9K −3.9K shares	$166.9K 6.2K shares
T TCG Advisory Services, LLC RIA/Wealth	−$12.3K −458.0 shares	$211.7K 7.9K shares
MONECO Advisors, LLC RIA/Wealth	−$8.9K −331.0 shares	$475.0K 17.7K shares
4Thought Financial Group Inc. RIA/Wealth	−$321.5 −12.0 shares	$366.3K 13.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BSJV in Q3 2025

New Positions: 5
New Value: $1.6M
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
SFE Investment Counsel RIA/Wealth	$651.7K 24.3K shares
ORG Partners LLC RIA/Wealth	$372.7K 13.9K shares
Modern Wealth Management, LLC RIA/Wealth	$350.9K 13.1K shares
Alaska Permanent Capital Management RIA/Wealth	$200.1K 7.5K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	$30.1K 1.1K shares

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in BSJV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BSJV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
4Thought Financial Group Inc. RIA/Wealth	Jesse Brian Mackey CEO	0.19% $366.3K	13.7K shares	Q4 2023 Held for 1y 11m	$197.8M
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth	Markell Anthony Staffieri CEO	0.12% $401.3K	15.0K shares	Q1 2025 Held for 8 months	$345.3M
SFE Investment Counsel RIA/Wealth	James Thomas Moylan President	0.10% $651.7K	24.3K shares	Q3 2025 Held for 2 months	$626.3M
O OLD MISSION CAPITAL LLC Institution	-	0.10% $2.3M	85.6K shares	Q1 2025 Held for 8 months	$2.4B
ORG Partners LLC RIA/Wealth	Todd Jeffrey Stewart CEO	0.07% $372.7K	13.9K shares	Q3 2025 Held for 2 months	$521.1M
Concurrent Investment Advisors, LLC RIA/Wealth	Scott Alexander Steele Founder	0.05% $3.0M	113.7K shares	Q4 2023 Held for 1y 11m	$5.8B
MONECO Advisors, LLC RIA/Wealth	Virginia L Thompson Partner	0.04% $475.0K	17.7K shares	Q2 2024 Held for 1y 5m	$1.2B
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.03% $171.7K	6.4K shares	Q2 2024 Held for 1y 5m	$541.0M
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	0.02% $3.2M	121.0K shares	Q1 2025 Held for 8 months	$13.6B
TrueNorth, Inc. RIA/Wealth	Richard William Holt President	0.02% $166.9K	6.2K shares	Q1 2025 Held for 8 months	$992.3M