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

$22.74 +0.05 (+0.20%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
101
Total
Institutional Inflows
(last 12 months)
$153.13M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$14.44M
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BSJR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Collective Family Office LLC202,448$4.60M1.2%N/A0.908%
5/28/2025Intrua Financial LLC273,911$6.14M0.9%N/A1.349%
5/19/2025Jane Street Group LLC126,309$2.83M0.0%+153.2%0.622%
5/19/2025Advisory Alpha LLC289,911$6.50M0.2%+24.8%1.428%
5/16/2025Arete Wealth Advisors LLC13,502$303K0.0%-7.5%0.065%
5/16/2025Ashton Thomas Private Wealth LLC132,536$2.97M0.1%N/A0.637%
5/16/2025Jones Financial Companies Lllp262,600$5.88M0.0%+163.0%1.263%
5/16/2025NewEdge Advisors LLC64,459$1.44M0.0%+9.0%0.310%
5/16/2025Integrated Wealth Concepts LLC52,845$1.18M0.0%+38.9%0.254%
5/15/2025Ashton Thomas Securities LLC73,184$1.64M0.5%+5.9%0.361%
5/15/2025Royal Bank of Canada157,038$3.52M0.0%+4.1%0.774%
5/15/2025Insight Wealth Partners LLC13,168$295K0.0%N/A0.065%
5/15/2025Vermillion & White Wealth Management Group LLC28,441$637K0.5%N/A0.140%
5/14/2025Comerica Bank14,839$332K0.0%-37.6%0.073%
5/14/2025Kestra Advisory Services LLC53,192$1.19M0.0%+23.4%0.262%
5/14/2025Compound Planning Inc.55,220$1.24M0.1%+5.5%0.272%
5/14/2025Capital Analysts LLC10,054$225K0.0%+19.7%0.050%
5/13/2025Raymond 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%
5/13/2025Oder Investment Management LLC141,277$3.17M2.7%+18.2%0.696%
5/13/2025NFP Retirement Inc.18,023$404K0.0%+42.7%0.089%
5/12/2025Invesco Ltd.103,908$2.33M0.0%-3.2%0.512%
5/12/2025Koss Olinger Consulting LLC16,414$368K0.0%+3.0%0.081%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,840$713K0.0%+1.7%0.157%
5/8/2025Harbour Investments Inc.6,920$155K0.0%+28.9%0.034%
5/7/2025Foundations Investment Advisors LLC12,410$278K0.0%+18.0%0.061%
5/7/2025LPL Financial LLC877,789$19.67M0.0%+28.8%4.324%
5/6/2025Cetera Investment Advisers743,788$16.66M0.0%+3.1%3.664%
5/6/2025SFE Investment Counsel331,138$7.42M1.5%-2.9%1.631%
5/6/2025Carnegie Investment Counsel23,150$508K0.0%+5.8%0.114%
5/6/2025IMA Advisory Services Inc.4,895$110K0.0%-97.7%0.024%
5/5/2025Atlantic Union Bankshares Corp9,985$224K0.0%N/A0.049%
5/5/2025Private Advisor Group LLC70,103$1.57M0.0%+69.3%0.345%
5/2/2025Larson Financial Group LLC212,020$4.75M0.2%+2,328.1%1.044%
5/2/2025GPM Growth Investors Inc.113,461$2.54M1.1%+3.1%0.559%
5/2/2025Kaye Capital Management87,108$1.95M0.8%N/A0.429%
5/1/2025Key Financial Inc25,624$574K0.1%+12.3%0.126%
5/1/2025CWM LLC55,563$1.25M0.0%+24.7%0.274%
5/1/2025Stephens Inc. AR22,900$513K0.0%+15.5%0.113%
4/30/2025Topsail Wealth Management LLC16,496$370K0.1%+18.7%0.081%
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4/30/2025AlphaStar Capital Management LLC16,587$372K0.0%-3.7%0.082%
4/29/2025Envestnet Asset Management Inc.327,295$7.33M0.0%-7.1%1.612%
4/28/2025Rovin Capital UT ADV276,002$6.18M2.0%+26.1%1.360%
4/28/2025Astoria Portfolio Advisors LLC.40,964$911K0.3%+231.2%0.202%
4/25/2025MorganRosel Wealth Management LLC5,734$128K0.0%N/A0.028%
4/23/2025Oppenheimer & Co. Inc.14,234$319K0.0%+18.3%0.070%
4/23/2025Vantage Point Financial LLC50,206$1.13M0.6%+9.4%0.247%
4/22/2025Tassel Capital Management Inc.9,735$218K0.2%N/A0.048%
4/22/2025Paradiem LLC97,856$2.19M0.6%-9.0%0.487%
4/22/2025Altrius Capital Management Inc95,186$2.13M0.5%+3.8%0.474%
4/22/2025Bright Futures Wealth Management LLC.99,664$2.21M2.4%-23.2%0.496%
4/22/2025Segment Wealth Management LLC67,330$1.51M0.1%+1.1%0.335%
4/21/2025Meriwether Wealth & Planning LLC28,602$641K0.4%+76.8%0.143%
4/17/2025Robertson Stephens Wealth Management LLC8,930$200K0.0%-56.9%0.045%
4/17/2025AA Financial Advisors LLC22,630$507K0.1%-12.4%0.113%
4/16/2025Wealth Enhancement Advisory Services LLC35,137$787K0.0%+16.3%0.176%
4/16/2025Sound Stewardship LLC51,299$1.15M0.7%+2.6%0.258%
4/16/2025Ballew Advisors Inc31,396$693K0.5%+113.0%0.158%
4/15/2025Net Worth Advisory Group14,093$316K0.1%+9.9%0.071%
4/15/2025Ironwood Wealth Management LLC.357,792$8.02M2.5%+1.7%1.763%
4/15/2025GAMMA Investing LLC56,036$1.26M0.1%+21.2%0.282%
4/10/2025Horizons Wealth Management7,824$175K0.1%+10.4%0.039%
4/10/2025Hennion & Walsh Asset Management Inc.94,438$2.12M0.1%-4.4%0.475%
4/10/2025Rialto Wealth Management LLC2,212$50K0.0%N/A0.011%
4/10/2025Legacy Financial Group LLC65,755$1.47M0.2%+3.6%0.330%
4/9/2025RFG Advisory LLC9,523$213K0.0%N/A0.048%
4/9/2025Gradient Investments LLC9,265$208K0.0%-14.2%0.047%
4/9/2025Quad Cities Investment Group LLC18,118$406K0.2%+4.2%0.091%
4/8/2025Advisory Alpha LLC115,030$2.58M0.2%-50.5%0.578%
4/8/2025S.E.E.D. Planning Group LLC74,511$1.67M0.6%-3.6%0.374%
4/7/2025GAMMA Investing LLC1,255,475$281.29M0.1%+2,615.1%6.309%
3/17/2025Wealth Enhancement Advisory Services LLC30,209$677K0.0%+35.3%0.172%
2/17/2025Cetera Investment Advisers721,523$16.16M0.0%+35.7%4.100%
2/17/2025Captrust Financial Advisors454,531$10.18M0.0%+74.7%2.583%
2/17/2025Bank of America Corp DE107,190$2.40M0.0%+95.3%0.609%
2/17/2025Ameriprise Financial Inc.121,173$2.71M0.0%+8.2%0.688%
2/17/2025Ancora Advisors LLC1,566$35K0.0%N/A0.009%
2/14/2025Mercer Global Advisors Inc. ADV357,059$8.00M0.0%-0.7%2.029%
2/14/2025Jane Street Group LLC49,883$1.12M0.0%-43.9%0.283%
2/14/2025Topsail Wealth Management LLC13,893$311K0.1%N/A0.079%
2/14/2025Integrated Wealth Concepts LLC38,041$852K0.0%+13.8%0.216%
2/14/2025MGO One Seven LLC12,101$271K0.0%N/A0.069%
2/14/2025Stifel Financial Corp92,256$2.07M0.0%+6.1%0.524%
2/13/2025NewEdge Advisors LLC59,139$1.33M0.0%+2.1%0.336%
2/13/2025Anchor Investment Management LLC1,290$29K0.0%+344.8%0.007%
2/13/2025Oder Investment Management LLC119,512$2.68M2.2%+53.0%0.679%
2/13/2025NFP Retirement Inc.12,629$283K0.0%+38.2%0.072%
2/13/2025Glass Jacobson Investment Advisors llc22,704$509K0.2%N/A0.129%
2/13/2025Raymond James Financial Inc.156,531$3.51M0.0%N/A0.889%
2/13/2025Invesco Ltd.107,369$2.41M0.0%-6.2%0.610%
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2/13/2025Envestnet Asset Management Inc.352,469$7.90M0.0%-1.8%2.003%
2/13/2025Wells Fargo & Company MN836,922$18.75M0.0%+16.4%4.755%
2/12/2025Arete Wealth Advisors LLC14,594$327K0.0%+3.2%0.083%
2/12/2025OLD Mission Capital LLC18,754$420K0.0%N/A0.107%
2/12/2025Orion Portfolio Solutions LLC62,643$1.40M0.0%-4.7%0.356%
2/12/2025JPMorgan Chase & Co.9,179$206K0.0%N/A0.052%
2/12/2025Tyler Stone Wealth Management45,708$1.02M0.2%+26.4%0.260%
2/11/2025Ashton Thomas Securities LLC69,090$1.55M0.4%-28.4%0.393%
2/11/2025LPL Financial LLC681,495$15.27M0.0%+7.7%3.872%
2/11/2025HUB Investment Partners LLC48,040$1.08M0.0%+1.1%0.273%
(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, 120 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 ($16.66M), Raymond James Financial Inc. ($13.71M), Captrust Financial Advisors ($10.18M), 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 116 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. ($768.60K), Cetera Investment Advisers ($586.60K), Captrust Financial Advisors ($454.53K), SFE Investment Counsel ($333.21K), LPL Financial LLC ($323.09K), and GPM Growth Investors Inc. ($299.91K).

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

Institutional investors have bought a total of 6,834,514 shares in the last 24 months. This purchase volume represents approximately $153.13M in transactions.

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

Of the 24 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. ($203.45K), Advisory Alpha LLC ($117.27K), GPM Growth Investors Inc. ($78.89K), Jane Street Group LLC ($39.07K), Envestnet Asset Management Inc. ($31.69K), Bright Futures Wealth Management LLC. ($30.10K), and Ashton Thomas Securities LLC ($27.37K).

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

Institutional investors have sold a total of 645,164 shares in the last 24 months. This volume of shares sold represents approximately $14.44M in transactions.


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This page (NASDAQ:BSJR) was last updated on 7/6/2025 by MarketBeat.com Staff
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