Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
39 hedge funds and large institutions have $30M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more capital invested
Capital invested by funds: $20.7M → $30M (+$9.25M)
26% more funds holding
Funds holding: 31 → 39 (+8)
2.74% more ownership
Funds ownership: 43.96% → 46.7% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.1M |
| 2 |
GGI
GPM Growth Investors
Bloomfield Hills,
Michigan
|
+$1.64M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$1.28M |
| 4 |
DWM
Denver Wealth Management
Denver,
Colorado
|
+$1.21M |
| 5 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.71M |
| 2 |
Jane Street
New York
|
-$1.37M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$498K |
| 4 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$252K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$14.5K |
BSJR Hedge Fund Activity: Q4 2022 in Review
39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q4 2022, worth a combined $30M — up 45% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BSJR positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.71M sold.
- 39 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q4 2022, up from 31 in Q3 2022.
- Funds reported $30M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q4 2022, up 45% quarter-over-quarter.
- 12 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q4 2022 was Advisory Alpha, an estimated $3.1M added.
- The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q4 2022 was Flow Traders U.S., an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2022.