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Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR

45 hedge funds and large institutions have $40.9M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $30M → $40.9M (+$10.9M)

15% more funds holding

Funds holding: 39 → 45 (+6)

0.08% more ownership

Funds ownership: 46.7% → 46.78% (+0.08%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
3
Morgan Stanley
Morgan Stanley
New York
+$1.27M
4
DWM
Denver Wealth Management
Colorado
+$864K
5
IF
Ironwood Financial
Arizona
+$737K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.24M
2
SPWM
Straight Path Wealth Management
Michigan
-$312K
3
BFA
Beaumont Financial Advisors
Massachusetts
-$305K
4
GIA
Gladstone Institutional Advisory
Florida
-$210K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$53K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$3.31M +$2.35M +108,067 +249%
Bank of America
2
Bank of America
North Carolina
$3.18M +$334K +15,377 +12%
AA
3
Advisory Alpha
Michigan
$3.13M -$50.5K -2,325 -2%
DWM
4
Denver Wealth Management
Colorado
$2.11M +$864K +39,800 +70%
IF
5
Ironwood Financial
Arizona
$2.06M +$737K +33,950 +56%
Morgan Stanley
6
Morgan Stanley
New York
$2.04M +$1.27M +58,478 +166%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.95M +$272K +12,550 +16%
BAM
8
Banta Asset Management
California
$1.84M +$2.17K +100 +0.1%
CA
9
Cetera Advisors
Colorado
$1.81M +$521K +24,018 +41%
GGI
10
GPM Growth Investors
Michigan
$1.75M +$71K +3,271 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.73M +$62K +2,858 +4%
Wells Fargo
12
Wells Fargo
California
$1.47M +$395K +18,184 +37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.3M +59,985 New
PFS
14
Prospera Financial Services
Texas
$1.18M +$148K +6,841 +14%
KIG
15
Kessler Investment Group
Indiana
$1.1M +$48.8K +2,249 +5%
NA
16
NewEdge Advisors
Louisiana
$1.08M +$59.1K +2,722 +6%
Jane Street
17
Jane Street
New York
$914K +$607K +27,955 +201%
BCM
18
Brookstone Capital Management
Illinois
$730K +$118K +5,438 +19%
RSWM
19
Robertson Stephens Wealth Management
California
$704K +$494K +22,775 +241%
Osaic Holdings
20
Osaic Holdings
Arizona
$677K +$205K +9,457 +44%
BA
21
Ballew Advisors
Mississippi
$620K +$624K +28,751 New
OMC
22
Old Mission Capital
Illinois
$614K +$610K +28,095 New
EWM
23
Empirical Wealth Management
Washington
$592K +$142K +6,546 +32%
4FG
24
4Thought Financial Group
New York
$517K +$6.9K +318 +1%
VCM
25
Virtue Capital Management
Tennessee
$474K +$475K +21,900 New
1
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BSJR Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) for Q1 2023, worth a combined $40.9M — up 36% from $30M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSJR positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.35M. The largest seller was Invesco, exiting entirely with an estimated $1.24M sold.

  • 45 institutional investors held Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $40.9M of Invesco BulletShares 2027 High Yield Corporate Bond ETF stock for Q1 2023, up 36% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 High Yield Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $2.35M added.
  • The largest Invesco BulletShares 2027 High Yield Corporate Bond ETF seller in Q1 2023 was Invesco, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2023.