Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
67 hedge funds and large institutions have $101M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 4 closing their positions.
533% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 6
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
49% more capital invested
Capital invested by funds: $67.7M → $101M (+$33.1M)
20% more funds holding
Funds holding: 56 → 67 (+11)
6.56% more ownership
Funds ownership: 59.7% → 66.26% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.29M |
| 2 |
Jane Street
New York
|
+$4.18M |
| 3 |
RC
Rovin Capital
Mesa,
Arizona
|
+$2.61M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.15M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.03M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$472K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$325K |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$305K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$94.3K |
BSJR Hedge Fund Activity: Q4 2023 in Review
67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2023, worth a combined $101M — up 49% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 38 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.29M. The largest seller was Mercer Global Advisors, cutting an estimated $1.03M.
- 67 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2023, up from 56 in Q3 2023.
- Funds reported $101M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2023, up 49% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.29M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2023 was Mercer Global Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2023.