We are live on ! Find out more
BSJR icon

Invesco BulletShares 2027 High Yield Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 125134 (+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: 10 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
70
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.7M +$4.74M +211,112 +24%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M +$1.65M +73,371 +8%
Wells Fargo
3
Wells Fargo
California
$21.1M -$280K -12,489 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$17.2M +$343K +15,273 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$15.1M +$1.17M +52,175 +9%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$10.4M +$7.29M +324,494 +245%
LFG
7
Larson Financial Group
Missouri
$8.8M +$3.94M +175,546 +83%
IF
8
Ironwood Financial
Arizona
$8.02M
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$7.85M -$2.64M -117,581 -25%
UBS Group
10
UBS Group
Switzerland
$7.83M +$1.87M +83,266 +32%
AA
11
Advisory Alpha
Michigan
$7.61M +$1.02M +45,254 +16%
SIC
12
SFE Investment Counsel
California
$7.6M +$76.1K +3,387 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$7.55M -$191K -8,483 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.52M +$90.2K +4,014 +1%
IF
15
Intrua Financial
Texas
$6.58M +$354K +15,774 +6%
RC
16
Rovin Capital
Arizona
$6.44M +$169K +7,526 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.42M +$859K +38,226 +19%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.26M +$2.52M +112,013 +94%
KCM
19
Kaye Capital Management
California
$5.07M +$3.06M +136,239 +156%
MWM
20
Modern Wealth Management
Kansas
$5.07M +$5.02M +223,347 New
CFO
21
Collective Family Office
Pennsylvania
$4.6M +$4.55M +202,448 New
OIM
22
Oder Investment Management
California
$3.51M +$295K +13,143 +9%
Ameriprise
23
Ameriprise
Minnesota
$3.48M +$279K +12,420 +9%
EW
24
Evexia Wealth
Wisconsin
$3.37M +$3.33M +148,242 New
Jones Financial Companies
25
Jones Financial Companies
Missouri
$3.2M -$153K -6,821 -5%

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.