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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

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: 125 → 134 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$7.29M
2
MWM
Modern Wealth Management
Kansas
+$5.02M
3
LPL Financial
LPL Financial
California
+$4.74M
4
CFO
Collective Family Office
Pennsylvania
+$4.55M
5
LFG
Larson Financial Group
Missouri
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.83M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.69M
4
GI
GAMMA Investing
California
-$1.05M
5
GWM
Geneos Wealth Management
Colorado
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$232K +$3.59K +160 +2%
GI
102
Gradient Investments
Minnesota
$212K +$1.59K +71 +0.8%
GI
103
GAMMA Investing
California
$209K -$1.05M -46,850 -84%
RA
104
RFG Advisory
Alabama
$204K -$11.7K -523 -5%
AWA
105
Alaska Wealth Advisors
Alaska
$202K +$200K +8,898 New
FFA
106
Farther Finance Advisors
California
$185K +$183K +8,159 New
HI
107
Harbour Investments
Wisconsin
$157K – – –
MWM
108
MorganRosel Wealth Management
Colorado
$130K – – –
PTC
109
Private Trust Company
Ohio
$118K +$876 +39 +0.8%
APCM
110
Alaska Permanent Capital Management
Alaska
$118K +$117K +5,191 New
IA
111
IFP Advisors
Florida
$102K – – –
WOSD
112
WFA of San Diego
California
$99.4K +$98.3K +4,378 New
AF
113
Alerus Financial
North Dakota
$63.4K +$62.7K +2,791 New
IAS
114
IMA Advisory Services
Colorado
$62.5K -$48.1K -2,142 -44%
CA
115
CoreCap Advisors
Michigan
$52K – – –
RWM
116
Rialto Wealth Management
New York
$50.2K – – –
UCB
117
United Community Bank
South Carolina
$50K – – –
ADL
118
Asset Dedication LLC
California
$45.2K +$44.7K +1,991 New
RMP
119
Richards, Merrill & Peterson
Washington
$42.8K – – –
ACA
120
Aptus Capital Advisors
Alabama
$35.2K – – –
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$35.2K – – –
HFS
122
Horizon Financial Services
North Carolina
$34.9K -$3.3K -147 -9%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$30.8K – – –
BlackRock
124
BlackRock
New York
$26.2K – – –
PS
125
Principal Securities
Iowa
$25.4K +$24.4K +1,085 +3,288%
2 3 4
5
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.