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

$22.74 -0.01 (-0.04%)
Closing price 10/3/2025 03:59 PM Eastern
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$22.74 0.00 (-0.02%)
As of 10/3/2025 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)
113
Total
Institutional Inflows
(last 12 months)
$169.48M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.231,495$5.26M0.0%+93.7%0.953%
8/27/2025Orion Porfolio Solutions LLC68,904$1.56M0.0%+4.3%0.284%
8/19/2025Anchor Investment Management LLC11,290$256K0.0%+775.2%0.046%
8/19/2025Asset Dedication LLC1,991$45K0.0%N/A0.008%
8/18/2025Tyler Stone Wealth Management139,167$3.16M0.5%+11.9%0.573%
8/18/2025Geneos Wealth Management Inc.19,635$446K0.0%+9.0%0.081%
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%
8/15/2025Orion Porfolio Solutions LLC68,904$1.56M0.0%+4.3%0.284%
8/15/2025Modern Wealth Management LLC223,347$5.07M0.1%N/A0.919%
8/15/2025Bank of America Corp DE137,062$3.11M0.0%+10.9%0.564%
8/15/2025Ameriprise Financial Inc.153,108$3.48M0.0%+8.8%0.630%
8/14/2025Raymond James Financial Inc.664,240$15.08M0.0%+8.5%2.733%
8/14/2025HUB Investment Partners LLC85,148$1.93M0.1%+2.2%0.350%
8/14/2025NewEdge Advisors LLC61,562$1.40M0.0%-4.5%0.253%
8/13/2025Invesco Ltd.133,930$3.04M0.0%+28.9%0.551%
8/13/2025VestGen Advisors LLC22,881$520K0.0%+49.1%0.094%
8/13/2025Vermillion & White Wealth Management Group LLC20,537$466K0.3%-27.8%0.085%
8/12/2025Steward Partners Investment Advisory LLC28,113$638K0.0%+14,853.7%0.116%
8/12/2025Kaye Capital Management223,347$5.07M2.0%+156.4%0.919%
8/12/2025NFP Retirement Inc.21,628$491K0.0%+20.0%0.089%
8/8/2025Cetera Investment Advisers759,061$17.23M0.0%+2.1%3.124%
8/8/2025Foundations Investment Advisors LLC60,898$1.38M0.0%+390.7%0.251%
8/8/2025Intrua Financial LLC289,685$6.58M0.9%+5.8%1.192%
8/8/2025IMA Advisory Services Inc.2,753$63K0.0%-43.8%0.011%
8/7/2025SFE Investment Counsel334,525$7.60M1.3%+1.0%1.377%
8/6/2025Prospera Financial Services Inc140,069$3.18M0.1%+2.1%0.576%
8/6/2025Rovin Capital UT ADV283,528$6.44M2.0%+2.7%1.167%
8/6/2025Valtinson Bruner Financial Planning LLC20,413$463K0.1%+2.4%0.084%
8/6/2025Atlantic Union Bankshares Corp10,984$249K0.0%+10.0%0.045%
8/5/2025Key Financial Inc29,374$667K0.1%+14.6%0.121%
8/5/2025Pacific Wealth Strategies Group Inc.61,125$1.39M0.9%+445.8%0.252%
8/5/2025Summit Investment Advisory Services LLC109,801$2.49M2.1%N/A0.452%
8/4/2025AlphaStar Capital Management LLC17,213$391K0.0%+3.8%0.071%
8/1/2025GPM Growth Investors Inc.122,451$2.78M1.1%+7.9%0.517%
8/1/2025Advisory Alpha LLC335,165$7.61M0.2%+15.6%1.414%
8/1/2025Koss Olinger Consulting LLC15,158$344K0.0%-7.7%0.064%
8/1/2025Ashton Thomas Private Wealth LLC457,030$10.38M0.4%+244.8%1.928%
8/1/2025Envestnet Asset Management Inc.331,309$7.52M0.0%+1.2%1.398%
7/31/2025Topsail Wealth Management LLC18,746$426K0.1%+13.6%0.079%
7/31/2025Insight Wealth Partners LLC14,073$320K0.1%+6.9%0.059%
7/31/2025Glass Jacobson Investment Advisors llc53,392$1.21M0.5%+135.2%0.225%
7/31/2025Carnegie Investment Counsel25,400$577K0.0%+9.7%0.107%
7/31/2025Turning Point Benefit Group Inc.31,997$726K0.6%+64.3%0.135%
7/30/2025Brookstone Capital Management30,974$703K0.0%-11.3%0.131%
7/29/2025Alaska Permanent Capital Management LLC5,191$118K0.0%N/A0.022%
7/29/2025Stephens Inc. AR18,460$419K0.0%-19.4%0.078%
7/29/2025Alaska Wealth Advisors8,898$202K0.0%N/A0.038%
7/29/2025BXM Wealth LLC15,571$354K0.4%N/A0.066%
7/28/2025RFG Advisory LLC9,000$204K0.0%-5.5%0.038%
7/25/2025Astoria Portfolio Advisors LLC.31,390$711K0.2%-23.4%0.134%
7/25/2025MGO One Seven LLC14,050$319K0.0%-27.2%0.060%
7/25/2025CWM LLC93,553$2.12M0.0%+68.4%0.400%
7/24/2025Leo Wealth LLC23,216$527K0.0%N/A0.099%
7/24/2025McElhenny Sheffield Capital Management LLC1,381$31K0.0%N/A0.006%
7/22/20254Thought Financial Group Inc.20,066$456K0.2%-3.3%0.088%
7/21/2025Segment Wealth Management LLC66,170$1.50M0.1%-1.7%0.289%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,718$743K0.0%+2.8%0.143%
7/16/2025Tassel Capital Management Inc.10,470$238K0.2%+7.6%0.046%
7/15/2025Legacy Financial Group LLC67,552$1.53M0.2%+2.7%0.295%
7/14/2025GAMMA Investing LLC9,186$209K0.0%-83.6%0.040%
7/11/2025Meriwether Wealth & Planning LLC29,442$668K0.4%+2.9%0.129%
7/11/2025Farther Finance Advisors LLC8,159$185K0.0%N/A0.036%
7/11/2025AA Financial Advisors LLC25,569$581K0.1%+13.0%0.112%
7/8/2025S.E.E.D. Planning Group LLC77,524$1.76M0.6%+4.0%0.345%
7/7/2025Horizons Wealth Management13,339$303K0.2%+70.5%0.059%
7/3/2025Collective 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%
(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, 130 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 128 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 7,604,745 shares in the last 24 months. This purchase volume represents approximately $171.09M 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.


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This page (NASDAQ:BSJR) was last updated on 10/4/2025 by MarketBeat.com Staff
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