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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

71 hedge funds and large institutions have $108M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 14

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $101M → $108M (+$6.85M)

6% more funds holding

Funds holding: 67 → 71 (+4)

9.35% less ownership

Funds ownership: 66.26% → 56.91% (-9.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
38
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.69M
2
Wells Fargo
Wells Fargo
California
+$5.46M
3
P
Paradiem
Louisiana
+$2.4M
4
SEEDPG
S.E.E.D. Planning Group
New York
+$1.93M
5
LPL Financial
LPL Financial
California
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.16M
2
Morgan Stanley
Morgan Stanley
New York
-$3.13M
3
OMC
Old Mission Capital
Illinois
-$2.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
5
FTUS
Flow Traders U.S.
New York
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
26
HUB Investment Partners
Texas
$1.28M +$148K +6,625 +13%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.22M -$113K -5,061 -8%
NA
28
NewEdge Advisors
Louisiana
$1.11M +$15.8K +709 +1%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$1.06M +$270K +12,109 +34%
SWM
30
Segment Wealth Management
Texas
$1.05M +$383K +17,160 +57%
OIM
31
Oder Investment Management
California
$1.05M +$110K +4,930 +12%
SS
32
Sound Stewardship
Kansas
$1.05M +$845K +37,886 +417%
RJA
33
Raymond James & Associates
Florida
$1.03M +$427K +19,133 +70%
BA
34
Ballew Advisors
Mississippi
$853K +$141K +6,310 +19%
Bank of America
35
Bank of America
North Carolina
$796K +$273K +12,249 +52%
RSWM
36
Robertson Stephens Wealth Management
California
$717K – – –
BCM
37
Brookstone Capital Management
Illinois
$691K -$114K -5,109 -14%
IWC
38
Integrated Wealth Concepts
Massachusetts
$648K +$400K +17,936 +161%
EWM
39
Empirical Wealth Management
Washington
$630K +$7.67K +344 +1%
PAG
40
Private Advisor Group
New Jersey
$628K -$6.38K -286 -1%
CAN
41
Cetera Advisor Networks
California
$551K +$294K +13,189 +114%
Legacy Financial Group (Iowa)
42
Legacy Financial Group (Iowa)
Iowa
$547K +$548K +24,597 New
Comerica Bank
43
Comerica Bank
Texas
$529K +$179K +8,022 +51%
ACM
44
AlphaStar Capital Management
North Carolina
$412K +$9.77K +438 +2%
PAG
45
Private Advisory Group
Washington
$407K +$10.5K +470 +3%
4FG
46
4Thought Financial Group
New York
$399K -$7.58K -340 -2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$369K +$156K +6,987 +73%
AF
48
Allworth Financial
California
$366K – – –
MA
49
MONECO Advisors
Connecticut
$286K -$20.3K -911 -7%
BRWA
50
B. Riley Wealth Advisors
Florida
$263K +$63.9K +2,866 +30%
1
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BSJR Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2024, worth a combined $108M — up 6.8% from $101M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSJR positions and 5 closed out — a net gain of 7 holders — while 38 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.69M. The largest seller was Jane Street, cutting an estimated $5.16M.

  • 71 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2024, up from 67 in Q4 2023.
  • Funds reported $108M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.69M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2024.