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Invesco BulletShares 2027 High Yield Corporate Bond ETF

134 hedge funds and large institutions have $308M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

16% more capital invested

Capital invested by funds: $266M → $308M (+$42.2M)

7% more funds holding

Funds holding: 125134 (+9)

1.22% more ownership

Funds ownership: 59.63%60.85% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
70
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.24M +$36.3K +1,617 +3%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$1.21M +$689K +30,688 +135%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.19M -$14.6K -652 -1%
SS
54
Sound Stewardship
Kansas
$1.16M -$1.82K -81 -0.2%
VPF
55
Vantage Point Financial
Illinois
$1.13M -$8.06K -359 -0.7%
NB
56
Northwest Bancshares
Pennsylvania
$892K +$49.2K +2,189 +6%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$802K +$2K +89 +0.3%
Brown Advisory
58
Brown Advisory
Maryland
$786K
EWM
59
Empirical Wealth Management
Washington
$743K +$19.7K +878 +3%
TPBG
60
Turning Point Benefit Group
Maryland
$726K +$281K +12,526 +64%
BA
61
Ballew Advisors
Mississippi
$715K
APA
62
Astoria Portfolio Advisors
New York
$711K -$215K -9,574 -23%
BCM
63
Brookstone Capital Management
Illinois
$703K -$88.7K -3,950 -11%
MWP
64
Meriwether Wealth & Planning
Louisiana
$668K +$18.9K +840 +3%
KFI
65
Key Financial Inc
Pennsylvania
$667K +$84.2K +3,750 +15%
JWCA
66
J.W. Cole Advisors
Florida
$639K +$4.13K +184 +0.7%
SPIA
67
Steward Partners Investment Advisory
New York
$638K +$627K +27,925 +14,854%
AFA
68
AA Financial Advisors
Ohio
$581K +$66K +2,939 +13%
CIC
69
Carnegie Investment Counsel
Ohio
$577K +$50.5K +2,250 +10%
LWL
70
Leo Wealth LLC
Texas
$527K +$521K +23,216 New
VA
71
VestGen Advisors
Illinois
$520K +$169K +7,535 +49%
NRI
72
NFP Retirement Inc
California
$491K +$81K +3,605 +20%
PAG
73
Private Advisory Group
Washington
$485K +$2.58K +115 +0.5%
VWWMG
74
Vermillion & White Wealth Management Group
Pennsylvania
$466K -$178K -7,904 -28%
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$463K +$10.6K +473 +2%

BSJR Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q2 2025, worth a combined $308M — up 16% from $266M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSJR positions and 4 closed out — a net gain of 11 holders — while 70 added to existing stakes and 26 trimmed.

The largest buyer was Ashton Thomas Private Wealth, adding an estimated $7.29M. The largest seller was Jane Street, exiting entirely with an estimated $2.83M sold.

  • 134 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q2 2025, up from 125 in Q1 2025.
  • Funds reported $308M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q2 2025 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q2 2025 was Ashton Thomas Private Wealth, an estimated $7.29M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q2 2025 was Jane Street, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2025.