We are live on ! Find out more
BSJR icon

Invesco BulletShares 2027 High Yield Corporate Bond ETF

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: 116125 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
-$1.44M -64,066 Closed
R
127
Rebalance
California
-$514K -22,954 Closed
OMC
128
Old Mission Capital
Illinois
-$420K -18,754 Closed
LWL
129
Leo Wealth LLC
Texas
-$294K -13,110 Closed
APCM
130
Alaska Permanent Capital Management
Alaska
-$116K -5,164 Closed
DP
131
Denver PWM
Colorado
-$55.9K -2,495 Closed
AA
132
Ancora Advisors
Ohio
-$35.1K -1,566 Closed
AWM
133
Avior Wealth Management
Nebraska
-$14.9K -667 Closed

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.