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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.15M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.95M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$5.83M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.52M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$973K |
| 2 |
EH
Equitable Holdings
New York
|
-$786K |
| 3 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
-$334K |
| 4 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$266K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| – | -$39K | -1,767 | Closed |
|
|
GI
102
Gradient Investments
Arden Hills,
Minnesota
| – | -$23.4K | -1,059 | Closed |
|
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.