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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.63M
2
IAS
IMA Advisory Services
Colorado
+$2.09M
3
SIC
SFE Investment Counsel
California
+$1.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.69M
2
DWA
Delta Wealth Advisors
Indiana
-$952K
3
LPL Financial
LPL Financial
California
-$538K
4
BA
Ballew Advisors
Mississippi
-$531K
5
HIP
HUB Investment Partners
Texas
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$6.4K – – –
AP
77
Aspect Partners
Virginia
$6.05K – – –
HI
78
Harbour Investments
Wisconsin
$2.89K +$2.9K +131 New
AF
79
Advisornet Financial
Minnesota
$596 – – –
PS
80
Principal Securities
Iowa
$221 +$221 +10 New
FTUS
81
Flow Traders U.S.
New York
– -$1.69M -76,019 Closed
OMC
82
Old Mission Capital
Illinois
– -$238K -10,712 Closed
AA
83
Ancora Advisors
Ohio
– -$33.8K -1,521 Closed
FGAM
84
Financial Gravity Asset Management
Texas
– -$560 -25 Closed
1 2 3
4

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.