Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
56 hedge funds and large institutions have $67.7M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 5 closing their positions.
560% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 5
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $52.1M → $67.7M (+$15.6M)
12% more funds holding
Funds holding: 50 → 56 (+6)
6.17% more ownership
Funds ownership: 53.53% → 59.7% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$4.53M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.33M |
| 3 |
Morgan Stanley
New York
|
+$2.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.9M |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.27M |
| 2 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$979K |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$450K |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$448K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCP
51
Carmel Capital Partners
San Diego,
California
| $21.4K | – | – | – |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $17.2K | +$3.2K | +148 | +23% |
|
|
NSG
53
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $11.9K | +$12K | +556 | New |
|
|
AIM
54
Anchor Investment Management
Columbia,
South Carolina
| $6.21K | – | – | – |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $4.28K | +$4.33K | +200 | New |
|
|
AF
56
Advisornet Financial
Minnetonka,
Minnesota
| $578 | – | – | – |
|
|
KIG
57
Kessler Investment Group
Columbus,
Indiana
| – | -$979K | -45,218 | Closed |
|
|
ZIM
58
Zacks Investment Management
Chicago,
Illinois
| – | -$450K | -20,780 | Closed |
|
|
CIC
59
Carnegie Investment Counsel
Pepper Pike,
Ohio
| – | -$448K | -20,681 | Closed |
|
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$44K | -2,034 | Closed |
|
|
FGAM
61
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$545 | -22 | Closed |
|
BSJR Hedge Fund Activity: Q3 2023 in Review
56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2023, worth a combined $67.7M — up 30% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BSJR positions and 5 closed out — a net gain of 6 holders — while 33 added to existing stakes and 5 trimmed.
The largest buyer was SFE Investment Counsel, opening a new position worth an estimated $4.53M. The largest seller was Jane Street, cutting an estimated $1.27M.
- 56 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2023, up from 50 in Q2 2023.
- Funds reported $67.7M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2023, up 30% quarter-over-quarter.
- 11 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2023 and 5 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2023 was SFE Investment Counsel, an estimated $4.53M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2023.