Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
80 hedge funds and large institutions have $123M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
156% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 16
14% more capital invested
Capital invested by funds: $108M → $123M (+$14.9M)
13% more funds holding
Funds holding: 71 → 80 (+9)
0.87% less ownership
Funds ownership: 56.91% → 56.04% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.63M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$2.09M |
| 3 |
SIC
SFE Investment Counsel
Los Angeles,
California
|
+$1.61M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.69M |
| 2 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
-$952K |
| 3 |
LPL Financial
San Diego,
California
|
-$538K |
| 4 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$531K |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$421K |
BSJR Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q2 2024, worth a combined $123M — up 14% from $108M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 41 added to existing stakes and 16 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.63M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.69M sold.
- 80 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q2 2024, up from 71 in Q1 2024.
- Funds reported $123M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q2 2024 was Cetera Investment Advisers, an estimated $2.63M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q2 2024 was Flow Traders U.S., an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2024.