Invesco Exchange-Traded Self-Indexed Fund Trust (BSJP)

Management Company · XNAS · Series S000060842 · View on SEC EDGAR ↗

$23.04
As of Dec. 17, 2025
▲ +0.00 (+0.00%)
1-day change
$22.58 $23.19
52-week range

Holdings data is not available for this fund yet.

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Performance as of Dec. 17, 2025

Period Price return Total return
1M ▼ -0.17%
3M ▼ -0.28%
6M ▼ -0.28%
YTD ▼ -0.13%
1Y ▼ -0.43%
3Y
5Y
Max since Feb. 27, 2024 ▲ +0.96%
Volatility 1Y
2.01%
Volatility 3Y
Max drawdown 3Y
Beta 3Y
Sharpe 1Y*
-0.21

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

Last month (Nov 2025)
-$48.5M
Quarter ending Nov 2025
-$127.0M
Trailing 12 months
-$424.7M

Dec 2024 – Nov 2025

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 3 holdings

NameCUSIP Value % Balance Category Country
Invesco Government & Agency Portfolio 825252885 $555.6M 94.87 555,641,393 STIV US
Spirit AeroSystems, Inc. 85205TAN0 $26.5M 4.52 25,190,000 DBT US
Warrior Met Coal, Inc. 93627CAB7 $681K 0.12 666,000 DBT US

Institutional owners (13F) 5 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
SUMMIT INVESTMENT ADVISORS, INC. $11,363,054 70.96% 492,654 Shares June 30, 2025
Tyler-Stone Wealth Management $3,604,926 22.51% 156,260 Shares June 30, 2025
Masso Torrence Wealth Management Inc. $599,952 3.75% 26,017 Shares Sept. 30, 2025
H D Vest Advisory Services $232,592 1.45% 10,082 Shares June 30, 2025
Monterey Private Wealth, Inc. $212,228 1.33% 9,207 Shares March 31, 2025

Peer funds

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