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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

140 hedge funds and large institutions have $378M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $308M → $378M (+$70.3M)

4% more funds holding

Funds holding: 134 → 140 (+6)

1.23% more ownership

Funds ownership: 60.85% → 62.07% (+1.2%)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$30.6M
2
LPL Financial
LPL Financial
California
+$8.11M
3
LFG
Larson Financial Group
Missouri
+$6.42M
4
UBS Group
UBS Group
Switzerland
+$4.39M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.67M
2
LWL
Leo Wealth LLC
Texas
-$527K
3
SI
Stephens Inc
Arkansas
-$419K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$401K
5
EH
Equitable Holdings
New York
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$3.27M +$84.3K +3,710 +3%
Invesco
27
Invesco
Georgia
$2.96M -$83.9K -3,693 -3%
TRCT
28
Tower Research Capital (TRC)
New York
$2.92M +$2.92M +128,415 New
HWM
29
Howard Wealth Management
Connecticut
$2.74M +$480K +21,137 +21%
GGI
30
GPM Growth Investors
Michigan
$2.73M -$50.6K -2,227 -2%
AI
31
Atria Investments
North Carolina
$2.65M +$2.65M +116,740 New
Mariner
32
Mariner
Kansas
$2.65M +$2.65M +116,625 New
Stifel Financial
33
Stifel Financial
Missouri
$2.39M +$59.1K +2,602 +3%
BFWM
34
Bright Futures Wealth Management
New York
$2.35M +$2.35M +103,361 New
P
35
Paradiem
Louisiana
$2.23M – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.16M +$29.7K +1,306 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.1M +$243K +10,688 +13%
AFG
38
Atomi Financial Group
New York
$2.06M +$453K +19,943 +28%
HIP
39
HUB Investment Partners
Texas
$1.96M +$28.6K +1,258 +1%
HWM
40
Horizons Wealth Management
North Carolina
$1.92M +$1.61M +70,889 +531%
SEEDPG
41
S.E.E.D. Planning Group
New York
$1.84M +$75.5K +3,321 +4%
PAG
42
Private Advisor Group
New Jersey
$1.8M -$9.25K -407 -0.5%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$1.8M +$582K +25,592 +48%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.75M +$181K +7,957 +12%
NA
45
NewEdge Advisors
Louisiana
$1.7M +$296K +13,039 +21%
ACM
46
Altrius Capital Management
North Carolina
$1.69M -$197K -8,659 -10%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.68M -$401K -17,663 -19%
ATS
48
Ashton Thomas Securities
New York
$1.66M -$5.91K -260 -0.4%
PWSG
49
Pacific Wealth Strategies Group
California
$1.58M +$186K +8,191 +13%
SWM
50
Segment Wealth Management
Texas
$1.48M -$20.4K -900 -1%
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BSJR Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2025, worth a combined $378M — up 23% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJR positions and 7 closed out — a net gain of 9 holders — while 77 added to existing stakes and 21 trimmed.

The largest buyer was Mirador Capital Partners, opening a new position worth an estimated $30.6M. The largest seller was Envestnet Asset Management, cutting an estimated $6.67M.

  • 140 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $378M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2025 was Mirador Capital Partners, an estimated $30.6M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2025.