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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

97 hedge funds and large institutions have $168M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 10

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $123M → $168M (+$45.7M)

21% more funds holding

Funds holding: 80 → 97 (+17)

0.55% more ownership

Funds ownership: 56.04% → 56.59% (+0.55%)

Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.15M
2
LPL Financial
LPL Financial
California
+$5.95M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.83M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.52M
5
Invesco
Invesco
Georgia
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$973K
2
EH
Equitable Holdings
New York
-$786K
3
DWA
Delta Wealth Advisors
Indiana
-$334K
4
MA
MONECO Advisors
Connecticut
-$266K
5
SPIA
Steward Partners Investment Advisory
New York
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.76M -$786K -35,041 -31%
RJA
27
Raymond James & Associates
Florida
$1.69M +$386K +17,210 +30%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.53M +$497K +22,165 +49%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.49M +$63.9K +2,849 +5%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.49M +$63.9K +2,849 +5%
SWM
31
Segment Wealth Management
Texas
$1.42M +$198K +8,810 +16%
NA
32
NewEdge Advisors
Louisiana
$1.32M +$124K +5,548 +11%
Legacy Financial Group (Iowa)
33
Legacy Financial Group (Iowa)
Iowa
$1.28M +$196K +8,745 +18%
Bank of America
34
Bank of America
North Carolina
$1.25M +$98.6K +4,399 +9%
UBS Group
35
UBS Group
Switzerland
$1.12M -$133K -5,942 -11%
AFG
36
Atomi Financial Group
New York
$1.12M +$370K +16,519 +50%
SS
37
Sound Stewardship
Kansas
$1.12M +$61.3K +2,733 +6%
HIP
38
HUB Investment Partners
Texas
$1.08M +$203K +9,045 +24%
ACM
39
Altrius Capital Management
North Carolina
$991K +$534K +23,836 +120%
KAS
40
Kestra Advisory Services
Texas
$876K +$50.1K +2,233 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$866K +$292K +13,020 +52%
PAG
42
Private Advisor Group
New Jersey
$861K +$9.33K +416 +1%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$821K +$700K +31,235 +634%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$819K +$500K +22,288 +161%
Brown Advisory
45
Brown Advisory
Maryland
$786K – – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$759K +$70.5K +3,145 +10%
BCM
47
Brookstone Capital Management
Illinois
$742K +$19.9K +889 +3%
EWM
48
Empirical Wealth Management
Washington
$688K +$5.31K +237 +0.8%
RSWM
49
Robertson Stephens Wealth Management
California
$588K -$142K -6,335 -20%
GI
50
GAMMA Investing
California
$571K +$162K +7,207 +40%
1
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BSJR Hedge Fund Activity: Q3 2024 in Review

97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2024, worth a combined $168M — up 37% from $123M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSJR positions and 5 closed out — a net gain of 18 holders — while 54 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $973K sold.

  • 97 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $168M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2024 and 5 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2024 was Wells Fargo, an estimated $7.15M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $973K sold.

Based on aggregated 13F filings for Q3 2024.