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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

97 hedge funds and large institutions have $168M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 10

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $123M → $168M (+$45.7M)

21% more funds holding

Funds holding: 80 → 97 (+17)

0.55% more ownership

Funds ownership: 56.04% → 56.59% (+0.55%)

Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.15M
2
LPL Financial
LPL Financial
California
+$5.95M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.83M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.52M
5
Invesco
Invesco
Georgia
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$973K
2
EH
Equitable Holdings
New York
-$786K
3
DWA
Delta Wealth Advisors
Indiana
-$334K
4
MA
MONECO Advisors
Connecticut
-$266K
5
SPIA
Steward Partners Investment Advisory
New York
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$570K +$107K +4,788 +24%
Comerica Bank
52
Comerica Bank
Texas
$540K – – –
R
53
Rebalance
California
$512K +$506K +22,571 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$507K +$501K +22,332 New
PAG
55
Private Advisory Group
Washington
$479K -$40.6K -1,811 -8%
4FG
56
4Thought Financial Group
New York
$455K -$650 -29 -0.1%
ACM
57
AlphaStar Capital Management
North Carolina
$408K +$135 +6 +0%
SI
58
Stephens Inc
Arkansas
$397K +$392K +17,479 New
KFI
59
Key Financial Inc
Pennsylvania
$383K +$54.6K +2,435 +17%
KOC
60
Koss-Olinger Consulting
Florida
$358K +$7.24K +323 +2%
AF
61
Allworth Financial
California
$353K – – –
BA
62
Ballew Advisors
Mississippi
$333K +$2.02K +90 +0.6%
AWA
63
Arete Wealth Advisors
Illinois
$321K +$24.5K +1,092 +8%
QCIG
64
Quad-Cities Investment Group
Iowa
$289K +$21.7K +966 +8%
NWAG
65
Net Worth Advisory Group
Utah
$287K +$284K +12,648 New
BRWA
66
B. Riley Wealth Advisors
Florida
$277K +$516 +23 +0.2%
GWM
67
Geneos Wealth Management
Colorado
$270K +$168K +7,515 +171%
PWSG
68
Pacific Wealth Strategies Group
California
$254K +$251K +11,200 New
AFA
69
AA Financial Advisors
Ohio
$251K +$248K +11,064 New
FIA
70
Foundations Investment Advisors
Arizona
$246K +$243K +10,819 New
JWCA
71
J.W. Cole Advisors
Florida
$226K +$223K +9,952 New
OC
72
Oppenheimer & Co
New York
$220K +$217K +9,696 New
NRI
73
NFP Retirement Inc
California
$207K +$205K +9,137 New
LFG
74
Larson Financial Group
Missouri
$206K +$96.1K +4,284 +89%
AWA
75
Alaska Wealth Advisors
Alaska
$201K +$198K +8,852 New
1 2
3
4 5

BSJR Hedge Fund Activity: Q3 2024 in Review

97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2024, worth a combined $168M — up 37% from $123M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSJR positions and 5 closed out — a net gain of 18 holders — while 54 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $973K sold.

  • 97 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $168M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2024 and 5 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2024 was Wells Fargo, an estimated $7.15M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $973K sold.

Based on aggregated 13F filings for Q3 2024.