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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

140 hedge funds and large institutions have $378M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $308M → $378M (+$70.3M)

4% more funds holding

Funds holding: 134 → 140 (+6)

1.23% more ownership

Funds ownership: 60.85% → 62.07% (+1.2%)

Holders
140
Holders Change
+6
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
77
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$30.6M
2
LPL Financial
LPL Financial
California
+$8.11M
3
LFG
Larson Financial Group
Missouri
+$6.42M
4
UBS Group
UBS Group
Switzerland
+$4.39M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.67M
2
LWL
Leo Wealth LLC
Texas
-$527K
3
SI
Stephens Inc
Arkansas
-$419K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$401K
5
EH
Equitable Holdings
New York
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
VestGen Advisors
Illinois
$613K +$93K +4,094 +18%
OMC
77
Old Mission Capital
Illinois
$591K +$590K +25,982 New
PAG
78
Private Advisory Group
Washington
$583K +$97.5K +4,293 +20%
AFA
79
AA Financial Advisors
Ohio
$583K +$1.59K +70 +0.3%
HGA
80
Hobbs Group Advisors
South Carolina
$556K +$555K +24,434 New
AUB
81
Atlantic Union Bankshares
Virginia
$531K +$281K +12,378 +113%
NRI
82
NFP Retirement Inc
California
$511K +$19K +835 +4%
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$504K +$40.2K +1,770 +9%
VWWMG
84
Vermillion & White Wealth Management Group
Pennsylvania
$467K – – –
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$464K +$193K +8,504 +71%
4FG
86
4Thought Financial Group
New York
$455K -$1K -44 -0.2%
GWM
87
Geneos Wealth Management
Colorado
$454K +$7.61K +335 +2%
QCIG
88
Quad-Cities Investment Group
Iowa
$432K +$11.5K +504 +3%
TWM
89
Topsail Wealth Management
North Carolina
$429K +$2.27K +100 +0.5%
AF
90
Allworth Financial
California
$427K – – –
MOS
91
MGO One Seven
Ohio
$416K +$96.2K +4,234 +30%
ACM
92
AlphaStar Capital Management
North Carolina
$400K +$8.09K +356 +2%
Citadel Advisors
93
Citadel Advisors
Florida
$393K +$393K +17,275 New
MML Investors Services
94
MML Investors Services
Massachusetts
$382K +$12.9K +566 +3%
BW
95
BXM Wealth
Colorado
$379K +$24.4K +1,075 +7%
NWAG
96
Net Worth Advisory Group
Utah
$358K -$45.9K -2,021 -11%
OC
97
Oppenheimer & Co
New York
$352K -$6.59K -290 -2%
KOC
98
Koss-Olinger Consulting
Florida
$344K – – –
IFG
99
Independent Financial Group
California
$342K +$67K +2,947 +24%
AWM
100
Accurate Wealth Management
Florida
$339K +$340K +14,948 New
2 3
4
5 6

BSJR Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q3 2025, worth a combined $378M — up 23% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSJR positions and 7 closed out — a net gain of 9 holders — while 77 added to existing stakes and 21 trimmed.

The largest buyer was Mirador Capital Partners, opening a new position worth an estimated $30.6M. The largest seller was Envestnet Asset Management, cutting an estimated $6.67M.

  • 140 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $378M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q3 2025 was Mirador Capital Partners, an estimated $30.6M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2025.