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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
CAL
76
Capital Analysts LLC
Pennsylvania
$187K +$97K +4,326 +110%
APCM
77
Alaska Permanent Capital Management
Alaska
$117K +$116K +5,164 New
IA
78
IFP Advisors
Florida
$102K +$101K +4,490 New
VAMG
79
Voisard Asset Management Group
Michigan
$102K +$101K +4,485 New
PTC
80
Private Trust Company
Ohio
$100K -$359 -16 -0.4%
HWM
81
Horizons Wealth Management
North Carolina
$84.1K – – –
HI
82
Harbour Investments
Wisconsin
$79.5K +$75.6K +3,370 +2,573%
CA
83
CoreCap Advisors
Michigan
$52K – – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$46K +$762 +34 +2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$30.4K +1,356 New
DP
86
Denver PWM
Colorado
$20.8K +$20.5K +915 New
CIAS
87
CBIZ Investment Advisory Services
Ohio
$10.6K +$157 +7 +2%
ACA
88
Aptus Capital Advisors
Alabama
$10K +$9.89K +441 New
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$9.89K +441 New
GRP
90
Global Retirement Partners
California
$8.92K – – –
AIM
91
Anchor Investment Management
South Carolina
$6.58K – – –
AP
92
Aspect Partners
Virginia
$6.22K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$4.27K -$203K -9,052 -98%
WWM
94
Wolff Wiese Magana
California
$3.04K +$3K +134 New
AF
95
Advisornet Financial
Minnesota
$613 – – –
PS
96
Principal Securities
Iowa
$227 – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$23 +$22 +1 New
Citadel Advisors
98
Citadel Advisors
Florida
– -$973K -44,071 Closed
DWA
99
Delta Wealth Advisors
Indiana
– -$334K -15,109 Closed
MA
100
MONECO Advisors
Connecticut
– -$266K -12,054 Closed
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.