BSJW Institutional Ownership & Shareholders
INVESCO BULLETSHARES 2032 HY (BSJW) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Equitable Holdings, Inc. is currently the largest disclosed institutional shareholder of BSJW tracked by InsiderSet, reporting ownership valued at approximately $2.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.64M, representing an estimated loss of -3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed BSJW value among the investors covered in this analysis. Major shareholders include Equitable Holdings, Inc., Moneco Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2032 HY (BSJW).
This page ranks the largest institutional BSJW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$16.28M
Largest Holder
Equitable Holdings, Inc.
Largest Position
$2.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 0.02% | 108,523 | $2,745,089 | $2,639,279 | -$105,810 | -3.85% | |
| Moneco Advisors, Llc | 0.14% | 87,707 | $2,218,549 | $2,133,034 | -$85,515 | -3.85% | |
| Lpl Financial Llc | 0.00% | 72,070 | $1,823,010 | $1,752,742 | -$70,268 | -3.85% | |
| Royal Bank Of Canada | 0.00% | 66,574 | $1,684,000 | $1,619,080 | -$64,920 | -3.86% | |
| Ark Wealth Advisors Llc | 1.13% | 50,226 | $1,270,467 | $1,221,496 | -$48,971 | -3.85% | |
| Raymond James Financial Inc | 0.00% | 44,969 | $1,137,487 | $1,093,646 | -$43,841 | -3.85% | |
| Sfe Investment Counsel | 0.16% | 46,896 | $1,136,886 | $1,140,511 | +$3,625 | +0.32% | |
| Morgan Stanley | 0.00% | 37,244 | $942,087 | $905,774 | -$36,313 | -3.85% | |
| Osaic Holdings, Inc. | 0.00% | 33,366 | $844,152 | $811,461 | -$32,691 | -3.87% | |
| Jane Street Group, Llc | 0.00% | 22,760 | $575,714 | $553,523 | -$22,191 | -3.85% | |
| 4Thought Financial Group Inc. | 0.20% | 17,132 | $433,346 | $416,650 | -$16,696 | -3.85% | |
| Vestgen Advisors, Llc | 0.01% | 17,112 | $414,841 | $416,164 | +$1,323 | +0.32% | |
| Bank Of America Corp | 0.00% | 14,108 | $356,862 | $343,107 | -$13,755 | -3.85% | |
| Alaska Permanent Capital Management, Llc | 0.02% | 10,237 | $258,177 | $248,964 | -$9,213 | -3.57% | |
| Ima Advisory Services, Inc. | 0.01% | 7,922 | $200,387 | $192,663 | -$7,724 | -3.85% | |
| Harbour Investments, Inc. | 0.00% | 6,023 | $152,352 | $146,479 | -$5,873 | -3.85% | |
| Larson Financial Group Llc | 0.00% | 2,234 | $56,509 | $54,331 | -$2,178 | -3.85% | |
| Asset Dedication, Llc | 0.00% | 792 | $20,034 | $19,261 | -$773 | -3.86% | |
| Capital Analysts, Llc | 0.00% | 385 | $10,000 | $9,363 | -$637 | -6.37% | |
| Cfg Wealth Management Services, Inc. | 0.01% | 396 | $9,602 | $9,631 | +$29 | +0.30% | |
| Community Financial Services Group, Llc | 0.00% | 125 | $3,032 | $3,040 | +$8 | +0.26% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 65 | $1,644 | $1,581 | -$63 | -3.84% |
Frequently asked questions about BSJW
Who are the largest institutional holders of BSJW?
The largest institutional holders of BSJW reported in the latest SEC Form 13F filings include Equitable Holdings, Inc., Moneco Advisors, Llc, Lpl Financial Llc, Royal Bank Of Canada, and Ark Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported BSJW position.
What is BSJW institutional ownership?
This page tracks BSJW positions reported by institutional investment managers through SEC Form 13F. INVESCO BULLETSHARES 2032 HY (BSJW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSJW?
InsiderSet currently tracks 22 institutional managers reporting BSJW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSJW shareholders.
How much BSJW stock do institutions own?
Institutional investment managers disclosed approximately $16.28M in BSJW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSJW institutional ownership last updated?
The latest BSJW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSJW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSJW position after the reporting date.
Are institutions buying or selling BSJW?
Institutional buying and selling can be analyzed by comparing BSJW positions across consecutive 13F reporting periods. InsiderSet's BSJW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSJW ownership changes.
How has BSJW institutional ownership changed over time?
InsiderSet tracks BSJW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.