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Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) Institutional Ownership

$22.76 -0.01 (-0.04%)
Closing price 08/15/2025 03:59 PM Eastern
Extended Trading
$22.77 +0.01 (+0.04%)
As of 08/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 High Yield Corporate Bond ETF (NASDAQ:BSJR)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$169.07M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$18.49M
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BSJR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors345,881$7.85M0.0%-25.4%1.423%
8/15/2025WFA of San Diego LLC4,378$99K0.1%N/A0.018%
8/15/2025 Orion Porfolio Solutions LLC68,904$1.56M0.0%+4.3%0.284%
8/15/2025 Modern Wealth Management LLC223,347$5.07M0.1%N/A0.919%
8/15/2025 Bank of America Corp DE137,062$3.11M0.0%+10.9%0.564%
8/15/2025 Ameriprise Financial Inc.153,108$3.48M0.0%+8.8%0.630%
8/14/2025 Raymond James Financial Inc.664,240$15.08M0.0%+8.5%2.733%
8/14/2025 HUB Investment Partners LLC85,148$1.93M0.1%+2.2%0.350%
8/14/2025 NewEdge Advisors LLC61,562$1.40M0.0%-4.5%0.253%
8/13/2025 Invesco Ltd.133,930$3.04M0.0%+28.9%0.551%
8/13/2025 VestGen Advisors LLC22,881$520K0.0%+49.1%0.094%
8/13/2025 Vermillion & White Wealth Management Group LLC20,537$466K0.3%-27.8%0.085%
8/12/2025 Steward Partners Investment Advisory LLC28,113$638K0.0%+14,853.7%0.116%
8/12/2025 Kaye Capital Management223,347$5.07M2.0%+156.4%0.919%
8/12/2025 NFP Retirement Inc.21,628$491K0.0%+20.0%0.089%
8/8/2025 Cetera Investment Advisers759,061$17.23M0.0%+2.1%3.124%
8/8/2025 Foundations Investment Advisors LLC60,898$1.38M0.0%+390.7%0.251%
8/8/2025 Intrua Financial LLC289,685$6.58M0.9%+5.8%1.192%
8/8/2025 IMA Advisory Services Inc.2,753$63K0.0%-43.8%0.011%
8/7/2025 SFE Investment Counsel334,525$7.60M1.3%+1.0%1.377%
8/6/2025 Prospera Financial Services Inc140,069$3.18M0.1%+2.1%0.576%
8/6/2025 Rovin Capital UT ADV283,528$6.44M2.0%+2.7%1.167%
8/6/2025 Valtinson Bruner Financial Planning LLC20,413$463K0.1%+2.4%0.084%
8/6/2025 Atlantic Union Bankshares Corp10,984$249K0.0%+10.0%0.045%
8/5/2025 Key Financial Inc29,374$667K0.1%+14.6%0.121%
8/5/2025 Pacific Wealth Strategies Group Inc.61,125$1.39M0.9%+445.8%0.252%
8/5/2025 Summit Investment Advisory Services LLC109,801$2.49M2.1%N/A0.452%
8/4/2025 AlphaStar Capital Management LLC17,213$391K0.0%+3.8%0.071%
8/1/2025 GPM Growth Investors Inc.122,451$2.78M1.1%+7.9%0.517%
8/1/2025 Advisory Alpha LLC335,165$7.61M0.2%+15.6%1.414%
8/1/2025 Koss Olinger Consulting LLC15,158$344K0.0%-7.7%0.064%
8/1/2025 Ashton Thomas Private Wealth LLC457,030$10.38M0.4%+244.8%1.928%
8/1/2025 Envestnet Asset Management Inc.331,309$7.52M0.0%+1.2%1.398%
7/31/2025 Topsail Wealth Management LLC18,746$426K0.1%+13.6%0.079%
7/31/2025 Insight Wealth Partners LLC14,073$320K0.1%+6.9%0.059%
7/31/2025 Glass Jacobson Investment Advisors llc53,392$1.21M0.5%+135.2%0.225%
7/31/2025 Carnegie Investment Counsel25,400$577K0.0%+9.7%0.107%
7/31/2025 Turning Point Benefit Group Inc.31,997$726K0.6%+64.3%0.135%
7/30/2025 Brookstone Capital Management30,974$703K0.0%-11.3%0.131%
7/29/2025 Alaska Permanent Capital Management LLC5,191$118K0.0%N/A0.022%
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7/29/2025 Stephens Inc. AR18,460$419K0.0%-19.4%0.078%
7/29/2025 Alaska Wealth Advisors8,898$202K0.0%N/A0.038%
7/29/2025 BXM Wealth LLC15,571$354K0.4%N/A0.066%
7/28/2025 RFG Advisory LLC9,000$204K0.0%-5.5%0.038%
7/25/2025 Astoria Portfolio Advisors LLC.31,390$711K0.2%-23.4%0.134%
7/25/2025 MGO One Seven LLC14,050$319K0.0%-27.2%0.060%
7/25/2025 CWM LLC93,553$2.12M0.0%+68.4%0.400%
7/24/2025 Leo Wealth LLC23,216$527K0.0%N/A0.099%
7/24/2025 McElhenny Sheffield Capital Management LLC1,381$31K0.0%N/A0.006%
7/22/2025 4Thought Financial Group Inc.20,066$456K0.2%-3.3%0.088%
7/21/2025 Segment Wealth Management LLC66,170$1.50M0.1%-1.7%0.289%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,718$743K0.0%+2.8%0.143%
7/16/2025 Tassel Capital Management Inc.10,470$238K0.2%+7.6%0.046%
7/15/2025 Legacy Financial Group LLC67,552$1.53M0.2%+2.7%0.295%
7/14/2025 GAMMA Investing LLC9,186$209K0.0%-83.6%0.040%
7/11/2025 Meriwether Wealth & Planning LLC29,442$668K0.4%+2.9%0.129%
7/11/2025 Farther Finance Advisors LLC8,159$185K0.0%N/A0.036%
7/11/2025 AA Financial Advisors LLC25,569$581K0.1%+13.0%0.112%
7/8/2025 S.E.E.D. Planning Group LLC77,524$1.76M0.6%+4.0%0.345%
7/7/2025 Horizons Wealth Management13,339$303K0.2%+70.5%0.059%
7/3/2025 Collective Family Office LLC202,448$4.60M1.2%N/A0.908%
5/28/2025 Intrua Financial LLC273,911$6.14M0.9%N/A1.349%
5/19/2025 Jane Street Group LLC126,309$2.83M0.0%+153.2%0.622%
5/19/2025 Advisory Alpha LLC289,911$6.50M0.2%+24.8%1.428%
5/16/2025 Arete Wealth Advisors LLC13,502$303K0.0%-7.5%0.065%
5/16/2025 Ashton Thomas Private Wealth LLC132,536$2.97M0.1%N/A0.637%
5/16/2025 Jones Financial Companies Lllp262,600$5.88M0.0%+163.0%1.263%
5/16/2025 NewEdge Advisors LLC64,459$1.44M0.0%+9.0%0.310%
5/16/2025 Integrated Wealth Concepts LLC52,845$1.18M0.0%+38.9%0.254%
5/15/2025 Ashton Thomas Securities LLC73,184$1.64M0.5%+5.9%0.361%
5/15/2025 Royal Bank of Canada157,038$3.52M0.0%+4.1%0.774%
5/15/2025 Insight Wealth Partners LLC13,168$295K0.0%N/A0.065%
5/15/2025 Vermillion & White Wealth Management Group LLC28,441$637K0.5%N/A0.140%
5/14/2025 Comerica Bank14,839$332K0.0%-37.6%0.073%
5/14/2025Kestra Advisory Services LLC53,192$1.19M0.0%+23.4%0.262%
5/14/2025 Compound Planning Inc.55,220$1.24M0.1%+5.5%0.272%
5/14/2025 Capital Analysts LLC10,054$225K0.0%+19.7%0.050%
5/13/2025 Raymond James Financial Inc.612,065$13.71M0.0%+291.0%3.015%
5/13/2025Tyler Stone Wealth Management124,315$2.79M0.5%+172.0%0.612%
5/13/2025 Oder Investment Management LLC141,277$3.17M2.7%+18.2%0.696%
5/13/2025 NFP Retirement Inc.18,023$404K0.0%+42.7%0.089%
5/12/2025 Invesco Ltd.103,908$2.33M0.0%-3.2%0.512%
5/12/2025 Koss Olinger Consulting LLC16,414$368K0.0%+3.0%0.081%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,840$713K0.0%+1.7%0.157%
5/8/2025 Harbour Investments Inc.6,920$155K0.0%+28.9%0.034%
5/7/2025 Foundations Investment Advisors LLC12,410$278K0.0%+18.0%0.061%
5/7/2025 LPL Financial LLC877,789$19.67M0.0%+28.8%4.324%
5/6/2025 Cetera Investment Advisers743,788$16.66M0.0%+3.1%3.664%
5/6/2025 SFE Investment Counsel331,138$7.42M1.5%-2.9%1.631%
5/6/2025 Carnegie Investment Counsel23,150$508K0.0%+5.8%0.114%
Genesis 14:13-17 [HIDDEN MEANING?] (Ad)

A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century. Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available.

Watch the presentation on America’s hidden birthright
5/6/2025 IMA Advisory Services Inc.4,895$110K0.0%-97.7%0.024%
5/5/2025 Atlantic Union Bankshares Corp9,985$224K0.0%N/A0.049%
5/5/2025 Private Advisor Group LLC70,103$1.57M0.0%+69.3%0.345%
5/2/2025 Larson Financial Group LLC212,020$4.75M0.2%+2,328.1%1.044%
5/2/2025 GPM Growth Investors Inc.113,461$2.54M1.1%+3.1%0.559%
5/2/2025 Kaye Capital Management87,108$1.95M0.8%N/A0.429%
5/1/2025 Key Financial Inc25,624$574K0.1%+12.3%0.126%
5/1/2025 CWM LLC55,563$1.25M0.0%+24.7%0.274%
5/1/2025 Stephens Inc. AR22,900$513K0.0%+15.5%0.113%
4/30/2025 Topsail Wealth Management LLC16,496$370K0.1%+18.7%0.081%
(Data available from 1/1/2016 forward)

BSJR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSJR shares?

During the previous two years, 128 institutional investors and hedge funds held shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($19.67M), Wells Fargo & Company MN ($18.75M), Cetera Investment Advisers ($17.23M), Raymond James Financial Inc. ($15.08M), Ashton Thomas Private Wealth LLC ($10.38M), Ironwood Wealth Management LLC. ($8.02M), and Mercer Global Advisors Inc. ADV ($8.00M).Learn more on Invesco BulletShares 2027 High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2027 High Yield Corporate Bond ETF's stock?

Of the 126 institutional investors that purchased Invesco BulletShares 2027 High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.27M), Raymond James Financial Inc. ($820.77K), Cetera Investment Advisers ($601.87K), Ashton Thomas Private Wealth LLC ($457.03K), Captrust Financial Advisors ($454.53K), SFE Investment Counsel ($336.59K), and LPL Financial LLC ($290.52K).

How much institutional buying is happening at Invesco BulletShares 2027 High Yield Corporate Bond ETF?

Institutional investors have bought a total of 7,519,320 shares in the last 24 months. This purchase volume represents approximately $169.07M in transactions.

Which of Invesco BulletShares 2027 High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Invesco BulletShares 2027 High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IMA Advisory Services Inc. ($205.59K), Captrust Financial Advisors ($117.58K), Advisory Alpha LLC ($117.27K), GPM Growth Investors Inc. ($78.89K), GAMMA Investing LLC ($46.85K), Jane Street Group LLC ($39.07K), and Envestnet Asset Management Inc. ($31.69K).

How much institutional selling is happening at Invesco BulletShares 2027 High Yield Corporate Bond ETF?

Institutional investors have sold a total of 822,882 shares in the last 24 months. This volume of shares sold represents approximately $18.49M in transactions.



This page (NASDAQ:BSJR) was last updated on 8/16/2025 by MarketBeat.com Staff
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