Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
45 hedge funds and large institutions have $40.9M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 4
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
36% more capital invested
Capital invested by funds: $30M → $40.9M (+$10.9M)
15% more funds holding
Funds holding: 39 → 45 (+6)
0.08% more ownership
Funds ownership: 46.7% → 46.78% (+0.08%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 3 |
Morgan Stanley
New York
|
+$1.27M |
| 4 |
DWM
Denver Wealth Management
Denver,
Colorado
|
+$864K |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.24M |
| 2 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$312K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$305K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$210K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$53K |
BSJR Hedge Fund Activity: Q1 2023 in Review
45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2023, worth a combined $40.9M — up 36% from $30M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSJR positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.35M. The largest seller was Invesco, exiting entirely with an estimated $1.24M sold.
- 45 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $40.9M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2023, up 36% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $2.35M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2023 was Invesco, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2023.