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Invesco BulletShares 2027 High Yield Corporate Bond ETF

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: 134140 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32.9M +$8.11M +357,139 +33%
MCP
2
Mirador Capital Partners
California
$30.6M +$30.6M +1,347,468 New
Morgan Stanley
3
Morgan Stanley
New York
$24.4M +$913K +40,202 +4%
Wells Fargo
4
Wells Fargo
California
$22.9M +$1.83M +80,467 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18.1M +$831K +36,591 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$16.9M +$1.83M +80,732 +12%
LFG
7
Larson Financial Group
Missouri
$15.2M +$6.42M +282,728 +73%
UBS Group
8
UBS Group
Switzerland
$12.2M +$4.39M +193,366 +56%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$11.1M +$665K +29,253 +6%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$10.2M +$2.28M +100,504 +29%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$9.88M +$2.32M +102,032 +31%
IF
12
Ironwood Financial
Arizona
$8.59M +$452K +19,895 +6%
AA
13
Advisory Alpha
Michigan
$8.04M +$410K +18,031 +5%
SIC
14
SFE Investment Counsel
California
$7.85M +$245K +10,774 +3%
IF
15
Intrua Financial
Texas
$7.08M +$488K +21,477 +7%
RC
16
Rovin Capital
Arizona
$7.05M +$604K +26,583 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.68M +$1.42M +62,312 +27%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.9M +$472K +20,780 +9%
MWM
19
Modern Wealth Management
Kansas
$5.44M +$357K +15,717 +7%
CFO
20
Collective Family Office
Pennsylvania
$4.9M +$294K +12,938 +6%
OIM
21
Oder Investment Management
California
$3.75M +$241K +10,588 +7%
Ameriprise
22
Ameriprise
Minnesota
$3.6M +$123K +5,395 +4%
Bank of America
23
Bank of America
North Carolina
$3.56M +$444K +19,534 +14%
EW
24
Evexia Wealth
Wisconsin
$3.54M +$171K +7,505 +5%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$3.41M +$201K +8,855 +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.