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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

80 hedge funds and large institutions have $123M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

14% more capital invested

Capital invested by funds: $108M → $123M (+$14.9M)

13% more funds holding

Funds holding: 71 → 80 (+9)

0.87% less ownership

Funds ownership: 56.91% → 56.04% (-0.87%)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.63M
2
IAS
IMA Advisory Services
Colorado
+$2.09M
3
SIC
SFE Investment Counsel
California
+$1.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.69M
2
DWA
Delta Wealth Advisors
Indiana
-$952K
3
LPL Financial
LPL Financial
California
-$538K
4
BA
Ballew Advisors
Mississippi
-$531K
5
HIP
HUB Investment Partners
Texas
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.25M +$196K +8,861 +19%
UBS Group
27
UBS Group
Switzerland
$1.22M -$57.6K -2,605 -4%
SWM
28
Segment Wealth Management
Texas
$1.19M +$151K +6,840 +15%
NA
29
NewEdge Advisors
Louisiana
$1.16M +$51.5K +2,328 +5%
Bank of America
30
Bank of America
North Carolina
$1.11M +$325K +14,719 +41%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$1.05M +$507K +22,936 +93%
SS
32
Sound Stewardship
Kansas
$1.03M -$10.2K -461 -1%
Osaic Holdings
33
Osaic Holdings
Arizona
$996K -$212K -9,608 -18%
Citadel Advisors
34
Citadel Advisors
Florida
$973K +$974K +44,071 New
HIP
35
HUB Investment Partners
Texas
$849K -$421K -19,059 -33%
PAG
36
Private Advisor Group
New Jersey
$828K +$206K +9,301 +33%
KAS
37
Kestra Advisory Services
Texas
$803K +$803K +36,352 New
Brown Advisory
38
Brown Advisory
Maryland
$765K +$765K +34,622 New
AFG
39
Atomi Financial Group
New York
$726K +$727K +32,877 New
BCM
40
Brookstone Capital Management
Illinois
$712K +$17K +769 +2%
RSWM
41
Robertson Stephens Wealth Management
California
$712K – – –
IWC
42
Integrated Wealth Concepts
Massachusetts
$669K +$26.3K +1,192 +4%
EWM
43
Empirical Wealth Management
Washington
$664K +$39.4K +1,784 +6%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$555K +$188K +8,526 +51%
Comerica Bank
45
Comerica Bank
Texas
$526K – – –
PAG
46
Private Advisory Group
Washington
$506K +$102K +4,611 +25%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$448K +$449K +20,301 New
4FG
48
4Thought Financial Group
New York
$443K +$46.9K +2,121 +12%
ACM
49
Altrius Capital Management
North Carolina
$437K +$438K +19,810 New
ACM
50
AlphaStar Capital Management
North Carolina
$397K -$12K -541 -3%
1
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BSJR Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q2 2024, worth a combined $123M — up 14% from $108M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.63M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.69M sold.

  • 80 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q2 2024, up from 71 in Q1 2024.
  • Funds reported $123M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $2.63M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q2 2024 was Flow Traders U.S., an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2024.