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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
Comerica Bank
101
Comerica Bank
Texas
$337K – – –
DAS
102
Dynamic Advisor Solutions
Arizona
$331K +$94K +4,136 +40%
IWP
103
Insight Wealth Partners
Texas
$320K – – –
WA
104
WESPAC Advisors
California
$317K +$3.29K +145 +1%
FFA
105
Farther Finance Advisors
California
$315K +$129K +5,683 +70%
AWA
106
Arete Wealth Advisors
Illinois
$307K – – –
AIM
107
Anchor Investment Management
South Carolina
$302K +$45.4K +2,000 +18%
WOSD
108
WFA of San Diego
California
$269K +$169K +7,454 +170%
TCM
109
Tassel Capital Management
North Carolina
$246K +$7.77K +342 +3%
AWA
110
Alaska Wealth Advisors
Alaska
$242K +$40.1K +1,764 +20%
CAL
111
Capital Analysts LLC
Pennsylvania
$233K +$454 +20 +0.2%
CFS
112
CRA Financial Services
New Jersey
$229K +$229K +10,091 New
NSG
113
Nalls Sherbakoff Group
Tennessee
$226K -$9.07K -399 -4%
HI
114
Harbour Investments
Wisconsin
$157K – – –
APCM
115
Alaska Permanent Capital Management
Alaska
$120K +$1.77K +78 +2%
PTC
116
Private Trust Company
Ohio
$118K – – –
IA
117
IFP Advisors
Florida
$102K – – –
CA
118
CoreCap Advisors
Michigan
$83.9K +$31.8K +1,400 +61%
ASN
119
Advisory Services Network
Georgia
$78.2K +$78.2K +3,441 New
AF
120
Alerus Financial
North Dakota
$63.5K – – –
RWM
121
Rialto Wealth Management
New York
$50.3K – – –
UCB
122
United Community Bank
South Carolina
$50K – – –
CI
123
CX Institutional
Indiana
$48K +$48.1K +2,119 New
ADL
124
Asset Dedication LLC
California
$45.3K – – –
RMP
125
Richards, Merrill & Peterson
Washington
$42.9K – – –
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.