Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
50 hedge funds and large institutions have $52.1M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $40.9M → $52.1M (+$11.2M)
11% more funds holding
Funds holding: 45 → 50 (+5)
6.74% more ownership
Funds ownership: 46.78% → 53.53% (+6.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.19M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.02M |
| 3 |
Jane Street
New York
|
+$2.9M |
| 4 |
GGI
GPM Growth Investors
Bloomfield Hills,
Michigan
|
+$1.93M |
| 5 |
BAM
Banta Asset Management
Newport Beach,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.79M |
| 2 |
DWM
Denver Wealth Management
Denver,
Colorado
|
-$2.11M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$614K |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$263K |
| 5 |
4FG
4Thought Financial Group
Syosset,
New York
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
51
Denver Wealth Management
Denver,
Colorado
| – | -$2.11M | -96,434 | Closed |
|
|
OMC
52
Old Mission Capital
Chicago,
Illinois
| – | -$614K | -28,095 | Closed |
|
|
53
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$263K | -12,021 | Closed |
|
|
SIC
54
SJS Investment Consulting
Sylvania,
Ohio
| – | -$33.4K | -1,529 | Closed |
|
|
AAS
55
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$870 | -40 | Closed |
|
BSJR Hedge Fund Activity: Q2 2023 in Review
50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q2 2023, worth a combined $52.1M — up 28% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSJR positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.19M. The largest seller was Bank of America, cutting an estimated $2.79M.
- 50 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q2 2023, up from 45 in Q1 2023.
- Funds reported $52.1M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q2 2023, up 28% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q2 2023 and 5 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $3.19M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q2 2023 was Bank of America, an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2023.