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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

67 hedge funds and large institutions have $101M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 6

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

49% more capital invested

Capital invested by funds: $67.7M → $101M (+$33.1M)

20% more funds holding

Funds holding: 56 → 67 (+11)

6.56% more ownership

Funds ownership: 59.7% → 66.26% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
38
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.29M
2
Jane Street
Jane Street
New York
+$4.18M
3
RC
Rovin Capital
Arizona
+$2.61M
4
CA
Cetera Advisors
Colorado
+$2.15M
5
OMC
Old Mission Capital
Illinois
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.03M
2
VCM
Virtue Capital Management
Tennessee
-$472K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$325K
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$305K
5
Osaic Holdings
Osaic Holdings
Arizona
-$94.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.1M -$18.2K -840 -2%
OIM
27
Oder Investment Management
California
$943K +$915K +42,138 New
BCM
28
Brookstone Capital Management
Illinois
$809K +$13.8K +637 +2%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$797K +$274K +12,607 +55%
BA
30
Ballew Advisors
Mississippi
$724K +$8.71K +401 +1%
RSWM
31
Robertson Stephens Wealth Management
California
$721K – – –
SWM
32
Segment Wealth Management
Texas
$670K +$148K +6,800 +29%
PAG
33
Private Advisor Group
New Jersey
$637K +$109K +5,011 +21%
EWM
34
Empirical Wealth Management
Washington
$625K +$4.75K +219 +0.8%
RJA
35
Raymond James & Associates
Florida
$607K +$353K +16,261 +149%
Bank of America
36
Bank of America
North Carolina
$526K +$49.4K +2,276 +11%
UBS Group
37
UBS Group
Switzerland
$451K +$114K +5,265 +35%
4FG
38
4Thought Financial Group
New York
$409K +$71.9K +3,314 +22%
ACM
39
AlphaStar Capital Management
North Carolina
$405K +$38.6K +1,776 +11%
PAG
40
Private Advisory Group
Washington
$399K +$11.8K +543 +3%
IA
41
IFG Advisory
Georgia
$382K +$371K +17,084 New
AF
42
Allworth Financial
California
$368K – – –
Comerica Bank
43
Comerica Bank
Texas
$353K – – –
MA
44
MONECO Advisors
Connecticut
$308K +$41.4K +1,907 +16%
WA
45
WESPAC Advisors
California
$262K +$254K +11,716 New
CAN
46
Cetera Advisor Networks
California
$259K +$252K +11,597 New
QCIG
47
Quad-Cities Investment Group
Iowa
$257K +$45.1K +2,079 +22%
IWC
48
Integrated Wealth Concepts
Massachusetts
$250K +$11.4K +526 +5%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$223K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$215K +$209K +9,617 New
1
2
3

BSJR Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2023, worth a combined $101M — up 49% from $67.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 38 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.29M. The largest seller was Mercer Global Advisors, cutting an estimated $1.03M.

  • 67 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $101M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2023, up 49% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.29M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2023 was Mercer Global Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.