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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

125 hedge funds and large institutions have $266M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 18

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $217M → $266M (+$49.1M)

8% more funds holding

Funds holding: 116 → 125 (+9)

0.65% more ownership

Funds ownership: 58.98% → 59.63% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
72
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$10.3M
2
IF
Intrua Financial
Texas
+$6.18M
3
LFG
Larson Financial Group
Missouri
+$4.59M
4
LPL Financial
LPL Financial
California
+$4.43M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
IAS
IMA Advisory Services
Colorado
-$4.59M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.44M
3
BFWM
Bright Futures Wealth Management
New York
-$679K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$568K
5
R
Rebalance
California
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$1.18M +$334K +14,804 +39%
SS
52
Sound Stewardship
Kansas
$1.15M +$28.9K +1,281 +3%
VPF
53
Vantage Point Financial
Illinois
$1.12M +$97.2K +4,307 +9%
APA
54
Astoria Portfolio Advisors
New York
$911K +$645K +28,597 +231%
GWM
55
Geneos Wealth Management
Colorado
$843K +$448K +19,835 +111%
NB
56
Northwest Bancshares
Pennsylvania
$831K +$581K +25,747 +227%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$787K +$111K +4,928 +16%
BCM
58
Brookstone Capital Management
Illinois
$782K +$23.6K +1,047 +3%
Brown Advisory
59
Brown Advisory
Maryland
$776K – – –
EWM
60
Empirical Wealth Management
Washington
$713K +$12.2K +541 +2%
BA
61
Ballew Advisors
Mississippi
$693K +$376K +16,657 +113%
MWP
62
Meriwether Wealth & Planning
Louisiana
$641K +$280K +12,424 +77%
VWWMG
63
Vermillion & White Wealth Management Group
Pennsylvania
$637K +$642K +28,441 New
JWCA
64
J.W. Cole Advisors
Florida
$626K +$96.8K +4,292 +18%
KFI
65
Key Financial Inc
Pennsylvania
$574K +$63.2K +2,800 +12%
SI
66
Stephens Inc
Arkansas
$513K +$69.4K +3,076 +16%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$509K – – –
CIC
68
Carnegie Investment Counsel
Ohio
$508K +$28.8K +1,275 +6%
AFA
69
AA Financial Advisors
Ohio
$507K -$72.3K -3,205 -12%
PAG
70
Private Advisory Group
Washington
$476K +$1.11K +49 +0.2%
4FG
71
4Thought Financial Group
New York
$465K +$5.75K +255 +1%
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$447K +$52K +2,304 +13%
MOS
73
MGO One Seven
Ohio
$432K +$162K +7,186 +59%
TPBG
74
Turning Point Benefit Group
Maryland
$428K +$439K +19,471 New
AF
75
Allworth Financial
California
$420K – – –
1 2
3
4 5

BSJR Hedge Fund Activity: Q1 2025 in Review

125 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2025, worth a combined $266M — up 23% from $217M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJR positions and 8 closed out — a net gain of 9 holders — while 72 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $10.3M. The largest seller was IMA Advisory Services, cutting an estimated $4.59M.

  • 125 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $266M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2025 and 8 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2025 was Raymond James Financial, an estimated $10.3M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2025 was IMA Advisory Services, an estimated $4.59M sold.

Based on aggregated 13F filings for Q1 2025.