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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
IAS
126
IMA Advisory Services
Colorado
$42.1K -$20.5K -903 -33%
ACA
127
Aptus Capital Advisors
Alabama
$35.2K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$30.8K – – –
HFS
129
Horizon Financial Services
North Carolina
$28.9K -$6.04K -266 -17%
BlackRock
130
BlackRock
New York
$26.3K – – –
PS
131
Principal Securities
Iowa
$25.4K – – –
WWM
132
Wolff Wiese Magana
California
$22.7K – – –
GI
133
GAMMA Investing
California
$15.4K -$193K -8,508 -93%
BCPWM
134
Bradley & Co Private Wealth Management
Florida
$15.2K – – –
SVWA
135
Sarver Vrooman Wealth Advisors
Missouri
$14.7K – – –
CIAS
136
CBIZ Investment Advisory Services
Ohio
$11.4K +$182 +8 +2%
AP
137
Aspect Partners
Virginia
$6.23K – – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
$2.05K -$20.4K -897 -91%
AWM
139
AE Wealth Management
Kansas
$1.82K – – –
AF
140
Advisornet Financial
Minnesota
$614 – – –
LWL
141
Leo Wealth LLC
Texas
– -$527K -23,216 Closed
SI
142
Stephens Inc
Arkansas
– -$419K -18,460 Closed
GI
143
Gradient Investments
Minnesota
– -$212K -9,336 Closed
RA
144
RFG Advisory
Alabama
– -$204K -9,000 Closed
MWM
145
MorganRosel Wealth Management
Colorado
– -$130K -5,734 Closed
GWANC
146
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$35.2K -1,550 Closed
AAP
147
Arax Advisory Partners
Colorado
– -$10.1K -443 Closed
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.