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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

134 hedge funds and large institutions have $308M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 26 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

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

16% more capital invested

Capital invested by funds: $266M → $308M (+$42.2M)

7% more funds holding

Funds holding: 125 → 134 (+9)

1.22% more ownership

Funds ownership: 59.63% → 60.85% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
70
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$7.29M
2
MWM
Modern Wealth Management
Kansas
+$5.02M
3
LPL Financial
LPL Financial
California
+$4.74M
4
CFO
Collective Family Office
Pennsylvania
+$4.55M
5
LFG
Larson Financial Group
Missouri
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.83M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.69M
4
GI
GAMMA Investing
California
-$1.05M
5
GWM
Geneos Wealth Management
Colorado
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$3.18M +$65.9K +2,932 +2%
TSWM
27
Tyler-Stone Wealth Management
Ohio
$3.16M +$334K +14,852 +12%
Bank of America
28
Bank of America
North Carolina
$3.11M +$302K +13,432 +11%
Invesco
29
Invesco
Georgia
$3.04M +$674K +30,022 +29%
GGI
30
GPM Growth Investors
Michigan
$2.78M +$202K +8,990 +8%
SIA
31
Summit Investment Advisors
Maryland
$2.6M +$168K +7,483 +7%
Stifel Financial
32
Stifel Financial
Missouri
$2.33M +$120K +5,363 +6%
HWM
33
Howard Wealth Management
Connecticut
$2.26M +$18.5K +823 +0.8%
P
34
Paradiem
Louisiana
$2.22M -$202 -9 -0%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.12M +$853K +37,990 +68%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.08M -$62.8K -2,796 -3%
HIP
37
HUB Investment Partners
Texas
$1.93M +$41.7K +1,858 +2%
ACM
38
Altrius Capital Management
North Carolina
$1.89M -$270K -12,036 -13%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.86M -$1.69M -75,318 -48%
PAG
40
Private Advisor Group
New Jersey
$1.8M +$210K +9,361 +13%
SEEDPG
41
S.E.E.D. Planning Group
New York
$1.76M +$67.7K +3,013 +4%
ATS
42
Ashton Thomas Securities
New York
$1.66M +$292 +13 +0%
AFG
43
Atomi Financial Group
New York
$1.6M +$342K +15,219 +28%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.56M +$63.5K +2,829 +4%
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$1.53M +$40.4K +1,797 +3%
SWM
46
Segment Wealth Management
Texas
$1.5M -$26.1K -1,160 -2%
NA
47
NewEdge Advisors
Louisiana
$1.4M -$65.1K -2,897 -4%
PWSG
48
Pacific Wealth Strategies Group
California
$1.38M +$1.12M +49,925 +446%
FIA
49
Foundations Investment Advisors
Arizona
$1.38M +$1.09M +48,488 +391%
EH
50
Equitable Holdings
New York
$1.36M -$26.2K -1,165 -2%
1
2
3 4 5

BSJR Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q2 2025, worth a combined $308M — up 16% from $266M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 70 added to existing stakes and 26 trimmed.

The largest buyer was Ashton Thomas Private Wealth, adding an estimated $7.29M. The largest seller was Jane Street, exiting entirely with an estimated $2.83M sold.

  • 134 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $308M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q2 2025 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q2 2025 was Ashton Thomas Private Wealth, an estimated $7.29M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q2 2025 was Jane Street, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2025.