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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
QCIG
76
Quad-Cities Investment Group
Iowa
$406K +$16.5K +732 +4%
NRI
77
NFP Retirement Inc
California
$404K +$122K +5,394 +43%
ACM
78
AlphaStar Capital Management
North Carolina
$372K -$14.3K -633 -4%
TWM
79
Topsail Wealth Management
North Carolina
$370K +$58.7K +2,603 +19%
KOC
80
Koss-Olinger Consulting
Florida
$368K +$10.9K +483 +3%
JP Morgan Chase
81
JP Morgan Chase
New York
$348K +$143K +6,356 +69%
VA
82
VestGen Advisors
Illinois
$344K +$346K +15,346 New
Comerica Bank
83
Comerica Bank
Texas
$332K -$202K -8,958 -38%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$327K +$329K +14,601 New
OC
85
Oppenheimer & Co
New York
$319K +$49.7K +2,203 +18%
NWAG
86
Net Worth Advisory Group
Utah
$316K +$28.7K +1,273 +10%
WA
87
WESPAC Advisors
California
$309K – – –
AWA
88
Arete Wealth Advisors
Illinois
$303K -$24.6K -1,092 -7%
IWP
89
Insight Wealth Partners
Texas
$295K +$297K +13,168 New
FIA
90
Foundations Investment Advisors
Arizona
$278K +$42.6K +1,890 +18%
MML Investors Services
91
MML Investors Services
Massachusetts
$270K +$272K +12,064 New
IFG
92
Independent Financial Group
California
$260K +$262K +11,626 New
PWSG
93
Pacific Wealth Strategies Group
California
$251K – – –
CAL
94
Capital Analysts LLC
Pennsylvania
$225K +$37.3K +1,652 +20%
AUB
95
Atlantic Union Bankshares
Virginia
$224K +$225K +9,985 New
NSG
96
Nalls Sherbakoff Group
Tennessee
$220K +$221K +9,801 New
TCM
97
Tassel Capital Management
North Carolina
$218K +$220K +9,735 New
RA
98
RFG Advisory
Alabama
$213K +$215K +9,523 New
GI
99
Gradient Investments
Minnesota
$208K -$34.7K -1,539 -14%
RSWM
100
Robertson Stephens Wealth Management
California
$200K -$266K -11,790 -57%
2 3
4
5 6

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.