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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$7.29M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$5.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.74M |
| 4 |
CFO
Collective Family Office
York,
Pennsylvania
|
+$4.55M |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.83M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.64M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.69M |
| 4 |
GI
GAMMA Investing
Foster City,
California
|
-$1.05M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$404K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWM
126
Wolff Wiese Magana
Carslbad,
California
| $22.7K | +$4.27K | +190 | +23% |
|
127
Fidelity Investments
Boston,
Massachusetts
| $22.4K | +$22.2K | +987 | New |
|
|
BCPWM
128
Bradley & Co Private Wealth Management
Miami,
Florida
| $15.2K | – | – | – |
|
|
SVWA
129
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $14.6K | – | – | – |
|
|
CIAS
130
CBIZ Investment Advisory Services
Independence,
Ohio
| $11.2K | +$180 | +8 | +2% |
|
|
AAP
131
Arax Advisory Partners
Denver,
Colorado
| $10.1K | +$9.95K | +443 | New |
|
|
AP
132
Aspect Partners
Fairfax,
Virginia
| $6.22K | – | – | – |
|
|
AWM
133
AE Wealth Management
Topeka,
Kansas
| $1.82K | – | – | – |
|
|
AF
134
Advisornet Financial
Minnetonka,
Minnesota
| $613 | – | – | – |
|
|
135
Jane Street
New York
| – | -$2.83M | -126,309 | Closed |
|
136
JP Morgan Chase
New York
| – | -$348K | -15,535 | Closed |
|
137
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$327K | -14,601 | Closed |
|
|
RSWM
138
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$200K | -8,930 | Closed |
|
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.