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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
HWM
101
Horizons Wealth Management
North Carolina
$175K +$16.6K +736 +10%
HI
102
Harbour Investments
Wisconsin
$155K +$35K +1,550 +29%
MWM
103
MorganRosel Wealth Management
Colorado
$128K +$129K +5,734 New
PTC
104
Private Trust Company
Ohio
$116K +$45 +2 +0%
IAS
105
IMA Advisory Services
Colorado
$110K -$4.59M -203,449 -98%
IA
106
IFP Advisors
Florida
$101K – – –
CA
107
CoreCap Advisors
Michigan
$51.3K – – –
RWM
108
Rialto Wealth Management
New York
$49.6K +$49.9K +2,212 New
UCB
109
United Community Bank
South Carolina
$49.3K – – –
RMP
110
Richards, Merrill & Peterson
Washington
$42.2K – – –
HFS
111
Horizon Financial Services
North Carolina
$37.7K -$4.45K -197 -10%
ACA
112
Aptus Capital Advisors
Alabama
$34.7K +$25K +1,109 +251%
GWANC
113
Guardian Wealth Advisors (North Carolina)
North Carolina
$34.7K +$25K +1,109 +251%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$30.4K – – –
AIM
115
Anchor Investment Management
South Carolina
$28.9K – – –
BlackRock
116
BlackRock
New York
$25.9K – – –
WWM
117
Wolff Wiese Magana
California
$18.1K +$9.48K +420 +108%
BCPWM
118
Bradley & Co Private Wealth Management
Florida
$15K – – –
SVWA
119
Sarver Vrooman Wealth Advisors
Missouri
$14.5K +$14.6K +645 New
CIAS
120
CBIZ Investment Advisory Services
Ohio
$10.9K +$158 +7 +1%
AP
121
Aspect Partners
Virginia
$6.14K – – –
SPIA
122
Steward Partners Investment Advisory
New York
$4.21K – – –
AWM
123
AE Wealth Management
Kansas
$1.79K -$18.5K -818 -91%
PS
124
Principal Securities
Iowa
$739 – – –
AF
125
Advisornet Financial
Minnesota
$605 – – –
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.