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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
Morgan Stanley
1
Morgan Stanley
New York
$21.4M +$994K +44,063 +5%
Wells Fargo
2
Wells Fargo
California
$21.1M +$2.33M +103,474 +12%
LPL Financial
3
LPL Financial
California
$19.7M +$4.43M +196,294 +29%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.7M +$502K +22,265 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$10.3M +455,534 +291%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$10.4M +$201K +8,931 +2%
IF
7
Ironwood Financial
Arizona
$8.02M +$139K +6,151 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$7.64M -$365K -16,182 -5%
SIC
9
SFE Investment Counsel
California
$7.42M -$223K -9,863 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.33M -$568K -25,174 -7%
AA
11
Advisory Alpha
Michigan
$6.5M +$1.3M +57,615 +25%
RC
12
Rovin Capital
Arizona
$6.18M +$1.29M +57,071 +26%
IF
13
Intrua Financial
Texas
$6.14M +$6.18M +273,911 New
UBS Group
14
UBS Group
Switzerland
$5.86M +$557K +24,688 +10%
LFG
15
Larson Financial Group
Missouri
$4.75M +$4.59M +203,288 +2,328%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.49M +$2.53M +112,261 +128%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.52M +$140K +6,193 +4%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3.31M +$1.09M +48,093 +48%
OIM
19
Oder Investment Management
California
$3.17M +$491K +21,765 +18%
Ameriprise
20
Ameriprise
Minnesota
$3.15M +$440K +19,515 +16%
PFS
21
Prospera Financial Services
Texas
$3.07M +$273K +12,093 +10%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$2.97M +$2.99M +132,536 New
Jane Street
23
Jane Street
New York
$2.83M +$1.72M +76,426 +153%
TSWM
24
Tyler-Stone Wealth Management
Ohio
$2.79M +$1.77M +78,607 +172%
Bank of America
25
Bank of America
North Carolina
$2.77M +$371K +16,440 +15%

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.