Who owns BSJV?
Invesco BulletShares 2031 High Yield Corporate Bond ETF · Invesco
49 institutions reported holding BSJV, worth $46.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSJV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Equitable Holdings, Inc. | New York, NY | $8.1M | 307,346 | +40,472 shares |
| LPL Financial LLC | Fort Mill, SC | $7.6M | 288,465 | +39,295 shares |
| Morgan Stanley | New York, NY | $4.0M | 153,886 | +62,250 shares |
| SFE Investment Counsel | Los Angeles, CA | $3.0M | 114,822 | +23,018 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $2.6M | 100,795 | −6,322 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.6M | 100,102 | +23,727 shares |
| Mercer Global Advisors Inc. | Denver, CO | $1.7M | 64,159 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.3M | 50,410 | +2,471 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $1.3M | 49,761 | +35 shares |
| Moneco Advisors, LLC | Fairfield, CT | $1.3M | 49,222 | +1,746 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BSJV?
49 institutional managers reported holding BSJV in Form 13F filings for June 30, 2026, worth $46.0M in total. The largest reported position was held by Equitable Holdings, Inc., at $8.1M.
Did institutions buy or sell BSJV last quarter?
Reported 13F value rose 21.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSJV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.