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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

116 hedge funds and large institutions have $217M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

336% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 14

29% more capital invested

Capital invested by funds: $168M → $217M (+$48.4M)

20% more funds holding

Funds holding: 97 → 116 (+19)

2.39% more ownership

Funds ownership: 56.59% → 58.98% (+2.4%)

Holders
116
Holders Change
+19
Holders Change %
+19.59%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
61
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.4M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$4.39M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.29M
4
UBS Group
UBS Group
Switzerland
+$4.23M
5
BFWM
Bright Futures Wealth Management
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
GGI
GPM Growth Investors
Michigan
-$1.78M
2
Jane Street
Jane Street
New York
-$882K
3
ATS
Ashton Thomas Securities
New York
-$618K
4
SEEDPG
S.E.E.D. Planning Group
New York
-$294K
5
EH
Equitable Holdings
New York
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
26
Howard Wealth Management
Connecticut
$2.21M +$418K +18,527 +23%
Stifel Financial
27
Stifel Financial
Missouri
$2.07M +$120K +5,294 +6%
ACM
28
Altrius Capital Management
North Carolina
$2.05M +$1.08M +48,036 +110%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.97M +$1.13M +49,843 +131%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.83M +$328K +14,536 +22%
SEEDPG
31
S.E.E.D. Planning Group
New York
$1.73M -$294K -13,009 -14%
ATS
32
Ashton Thomas Securities
New York
$1.55M -$618K -27,367 -28%
SWM
33
Segment Wealth Management
Texas
$1.49M +$86.5K +3,830 +6%
EH
34
Equitable Holdings
New York
$1.46M -$285K -12,605 -16%
IAA
35
Independent Advisor Alliance
North Carolina
$1.44M +$1.45M +64,066 New
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$1.42M +$162K +7,169 +13%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.4M -$69.3K -3,070 -5%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.4M -$69.3K -3,070 -5%
NA
39
NewEdge Advisors
Louisiana
$1.32M +$27.2K +1,203 +2%
AFG
40
Atomi Financial Group
New York
$1.17M +$66.2K +2,932 +6%
SS
41
Sound Stewardship
Kansas
$1.12M +$17.3K +767 +2%
Jane Street
42
Jane Street
New York
$1.12M -$882K -39,071 -44%
HIP
43
HUB Investment Partners
Texas
$1.08M +$12.1K +535 +1%
GI
44
GAMMA Investing
California
$1.04M +$476K +21,103 +84%
VPF
45
Vantage Point Financial
Illinois
$1.03M +$1.04M +45,899 New
TSWM
46
Tyler-Stone Wealth Management
Ohio
$1.02M +$216K +9,548 +26%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$998K +$1.01M +44,558 New
KAS
48
Kestra Advisory Services
Texas
$965K +$102K +4,503 +12%
PAG
49
Private Advisor Group
New Jersey
$927K +$78.6K +3,483 +9%
IWC
50
Integrated Wealth Concepts
Massachusetts
$852K +$104K +4,600 +14%
1
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BSJR Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2024, worth a combined $217M — up 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSJR positions and 6 closed out — a net gain of 21 holders — while 61 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was GPM Growth Investors, cutting an estimated $1.78M.

  • 116 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $217M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $12.4M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2024 was GPM Growth Investors, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2024.