Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
116 hedge funds and large institutions have $217M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 14 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
336% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 14
29% more capital invested
Capital invested by funds: $168M → $217M (+$48.4M)
20% more funds holding
Funds holding: 97 → 116 (+19)
2.39% more ownership
Funds ownership: 56.59% → 58.98% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.39M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.29M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.23M |
| 5 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGI
GPM Growth Investors
Bloomfield Hills,
Michigan
|
-$1.78M |
| 2 |
Jane Street
New York
|
-$882K |
| 3 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
-$618K |
| 4 |
SEEDPG
S.E.E.D. Planning Group
Binghamton,
New York
|
-$294K |
| 5 |
EH
Equitable Holdings
New York
|
-$285K |
BSJR Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2024, worth a combined $217M — up 29% from $168M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BSJR positions and 6 closed out — a net gain of 21 holders — while 61 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was GPM Growth Investors, cutting an estimated $1.78M.
- 116 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2024, up from 97 in Q3 2024.
- Funds reported $217M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2024, up 29% quarter-over-quarter.
- 27 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +21 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $12.4M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2024 was GPM Growth Investors, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2024.