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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

45 hedge funds and large institutions have $40.9M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $30M → $40.9M (+$10.9M)

15% more funds holding

Funds holding: 39 → 45 (+6)

0.08% more ownership

Funds ownership: 46.7% → 46.78% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
3
Morgan Stanley
Morgan Stanley
New York
+$1.27M
4
DWM
Denver Wealth Management
Colorado
+$864K
5
IF
Ironwood Financial
Arizona
+$737K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.24M
2
SPWM
Straight Path Wealth Management
Michigan
-$312K
3
BFA
Beaumont Financial Advisors
Massachusetts
-$305K
4
GIA
Gladstone Institutional Advisory
Florida
-$210K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$53K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
26
HUB Investment Partners
Texas
$463K +$460K +21,180 New
ZIM
27
Zacks Investment Management
Illinois
$454K +$451K +20,780 New
CIC
28
Carnegie Investment Counsel
Ohio
$434K +$26.8K +1,233 +7%
PAG
29
Private Advisory Group
Washington
$434K +$431K +19,854 New
SWM
30
Segment Wealth Management
Texas
$369K +$29.3K +1,350 +9%
Stifel Financial
31
Stifel Financial
Missouri
$324K +$62.1K +2,862 +24%
ACM
32
AlphaStar Capital Management
North Carolina
$310K +$309K +14,218 New
UBS Group
33
UBS Group
Switzerland
$306K -$9.66K -445 -3%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$263K +$4.97K +229 +2%
MA
35
MONECO Advisors
Connecticut
$226K – – –
CCP
36
Carmel Capital Partners
California
$197K +$195K +9,000 New
GRP
37
Global Retirement Partners
California
$90.3K +$90.5K +4,170 New
SIC
38
SJS Investment Consulting
Ohio
$33.4K – – –
HWM
39
Horizons Wealth Management
North Carolina
$32.6K – – –
KFI
40
Key Financial Inc
Pennsylvania
$23.6K – – –
GI
41
Gradient Investments
Minnesota
$12.6K -$14.9K -686 -54%
PTC
42
Private Trust Company
Ohio
$8.43K -$130 -6 -2%
AIM
43
Anchor Investment Management
South Carolina
$6.33K +$6.29K +290 New
AAS
44
Ameritas Advisory Services
Nebraska
$870 +$868 +40 New
AF
45
Advisornet Financial
Minnesota
$590 +$586 +27 New
Invesco
46
Invesco
Georgia
– -$1.24M -57,892 Closed
SPWM
47
Straight Path Wealth Management
Michigan
– -$312K -14,592 Closed
BFA
48
Beaumont Financial Advisors
Massachusetts
– -$305K -14,256 Closed
GIA
49
Gladstone Institutional Advisory
Florida
– -$210K -9,834 Closed
BFEC
50
Benjamin F. Edwards & Company
Missouri
– -$53K -2,500 Closed
1
2
3

BSJR Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2023, worth a combined $40.9M — up 36% from $30M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSJR positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.35M. The largest seller was Invesco, exiting entirely with an estimated $1.24M sold.

  • 45 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $40.9M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2023, up 36% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $2.35M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2023 was Invesco, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2023.