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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
4FG
76
4Thought Financial Group
New York
$456K -$15.5K -690 -3%
GWM
77
Geneos Wealth Management
Colorado
$446K -$404K -18,010 -48%
AF
78
Allworth Financial
California
$426K
TWM
79
Topsail Wealth Management
North Carolina
$426K +$50.5K +2,250 +14%
QCIG
80
Quad-Cities Investment Group
Iowa
$420K +$8.6K +383 +2%
SI
81
Stephens Inc
Arkansas
$419K -$99.7K -4,440 -19%
NWAG
82
Net Worth Advisory Group
Utah
$403K +$82.4K +3,670 +26%
ACM
83
AlphaStar Capital Management
North Carolina
$391K +$14.1K +626 +4%
MML Investors Services
84
MML Investors Services
Massachusetts
$369K +$93.8K +4,176 +35%
OC
85
Oppenheimer & Co
New York
$358K +$34.7K +1,545 +11%
BW
86
BXM Wealth
Colorado
$354K +$350K +15,571 New
KOC
87
Koss-Olinger Consulting
Florida
$344K -$28.2K -1,256 -8%
Comerica Bank
88
Comerica Bank
Texas
$337K
IWP
89
Insight Wealth Partners
Texas
$320K +$20.3K +905 +7%
MOS
90
MGO One Seven
Ohio
$319K -$118K -5,237 -27%
WA
91
WESPAC Advisors
California
$314K
AWA
92
Arete Wealth Advisors
Illinois
$307K
HWM
93
Horizons Wealth Management
North Carolina
$303K +$124K +5,515 +70%
IFG
94
Independent Financial Group
California
$274K +$10.3K +459 +4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$270K +$267K +11,904 New
AIM
96
Anchor Investment Management
South Carolina
$256K +$225K +10,000 +775%
AUB
97
Atlantic Union Bankshares
Virginia
$249K +$22.4K +999 +10%
TCM
98
Tassel Capital Management
North Carolina
$238K +$16.5K +735 +8%
DAS
99
Dynamic Advisor Solutions
Arizona
$237K +$234K +10,437 New
NSG
100
Nalls Sherbakoff Group
Tennessee
$235K +$12.4K +553 +6%

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.