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

Invesco BulletShares 2027 High Yield Corporate Bond ETF logo
$22.34 -0.09 (-0.40%)
As of 03:59 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)
116
Total
Institutional Inflows
(last 12 months)
$208.26M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$19.46M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.41,126$919K0.0%-9.1%0.108%
7/8/2026 Gradient Investments LLC23,517$526K0.0%-4.8%0.062%
7/7/2026 Mirador Capital Partners LP2,395,160$53.52M6.6%+6.3%6.270%
7/7/2026 Quad Cities Investment Group LLC31,655$707K0.3%+40.3%0.083%
7/2/2026 Collective Family Office LLC366,184$8.18M1.7%+24.5%0.971%
6/3/2026 NewEdge Advisors LLC84,655$1.89M0.0%+9.3%0.231%
5/29/2026 Asset Dedication LLC2,873$64K0.0%+44.3%0.008%
5/22/2026 Independent Wealth Advisors LLC86,188$1.93M1.9%+20.1%0.235%
5/19/2026 Western Wealth Management LLC2,000$45K0.0%N/A0.005%
5/19/2026 Bank of America Corp DE536,744$12.00M0.0%+149.6%1.463%
5/18/2026 Royal Bank of Canada84,438$1.89M0.0%-7.6%0.230%
5/14/2026 Compound Planning Inc.104,655$2.34M0.1%-2.1%0.285%
5/14/2026 Modern Wealth Management LLC268,330$6.01M0.1%+3.2%0.731%
5/14/2026 Lido Advisors LLC65,660$1.47M0.0%+4.5%0.179%
5/13/2026 Cetera Investment Advisers1,612,081$36.05M0.0%+15.0%4.393%
5/13/2026 Wealthspire Retirement LLC27,267$610K0.0%+10.7%0.074%
5/7/2026 Pacific Wealth Strategies Group Inc.131,235$2.94M1.8%+13.0%0.358%
5/7/2026 Koss Olinger Consulting LLC22,872$512K0.0%+27.4%0.062%
5/6/2026 Oder Investment Management LLC189,091$4.23M3.2%+6.6%0.515%
5/6/2026 Independent Financial Group LLC19,975$447K0.0%N/A0.054%
5/5/2026 Geneos Wealth Management Inc.19,930$446K0.0%+6.2%0.054%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,686$664K0.0%-11.1%0.081%
5/4/2026 Vantage Point Financial LLC43,734$978K0.3%-1.4%0.119%
5/4/2026 Paradiem LLC81,000$1.81M0.4%-17.2%0.221%
5/2/2026Anchor Investment Management LLC20,990$469K0.0%+10.5%0.057%
5/2/2026 Carnegie Investment Counsel36,025$806K0.0%-10.2%0.098%
5/2/2026 SFE Investment Counsel360,230$8.06M1.3%+2.2%0.982%
4/30/2026 Kestra Advisory Services LLC132,979$2.97M0.0%+6.8%0.363%
4/27/2026 Private Advisor Group LLC91,689$2.05M0.0%+9.5%0.251%
4/25/2026 GPM Growth Investors Inc.9,109$204K0.1%-35.7%0.025%
4/24/2026 Key Financial Inc40,695$910K0.2%+20.5%0.112%
4/23/2026 Intrua Financial LLC350,571$7.84M0.8%+10.4%0.963%
4/23/2026 BXM Wealth LLC31,166$697K0.5%+11.9%0.086%
4/22/2026 River Street Advisors LLC141,945$3.18M1.1%N/A0.390%
4/22/2026 Tassel Capital Management Inc.14,661$328K0.2%+33.7%0.040%
4/21/2026 OLD Second National Bank of Aurora260,609$5.83M1.2%N/A0.716%
4/21/2026 AA Financial Advisors LLC46,123$1.03M0.1%+18.3%0.127%
4/21/2026 Parkway Wealth Management Group LLC453,544$10.21M1.3%+14.6%1.246%
4/18/2026 Nautilus Advisors LLC10,101$226K0.2%N/A0.028%
4/17/2026 Matthew Goff Investment Advisor LLC303,170$6.78M1.1%N/A0.833%
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4/17/2026 Brookstone Capital Management49,706$1.11M0.0%+12.0%0.137%
4/16/2026 Ironwood Wealth Management LLC.366,045$8.19M2.3%-1.2%1.006%
4/16/2026 Evexia Wealth LLC14,191$320K0.1%+14.8%0.039%
3/12/2026 Nalls Sherbakoff Group LLC8,598$194K0.1%N/A0.025%
2/26/2026Anchor Investment Management LLC18,990$429K0.0%+42.9%0.055%
2/24/2026 Astoria Portfolio Advisors LLC.33,217$749K0.2%+7.3%0.095%
2/19/2026 Compound Planning Inc.106,924$2.42M0.1%+18.3%0.307%
2/19/2026 Invesco Ltd.118,641$2.68M0.0%-8.9%0.341%
2/18/2026 Mercer Global Advisors Inc. ADV442,880$10.02M0.0%+1.9%1.273%
2/18/2026 Wealthspire Retirement LLC24,634$557K0.0%+9.7%0.071%
2/18/2026 Beacon Pointe Advisors LLC18,229$412K0.0%N/A0.052%
2/18/2026 Ark Wealth Advisors LLC215,477$4.87M5.2%N/A0.619%
2/18/2026 Vermillion & White Wealth Management Group LLC23,727$538K0.3%+15.5%0.068%
2/18/2026 NewEdge Advisors LLC77,457$1.75M0.0%+3.8%0.223%
2/18/2026 VestGen Advisors LLC12,460$282K0.0%-53.8%0.036%
2/18/2026 OLD Mission Capital LLC148,376$3.36M0.1%+471.1%0.426%
2/17/2026 WFA of San Diego LLC8,203$186K0.1%-30.7%0.024%
2/17/2026 Cetera Investment Advisers1,401,930$31.70M0.0%+76.2%4.029%
2/17/2026 Equitable Holdings Inc.34,376$777K0.0%-21.9%0.099%
2/17/2026 Imprint Wealth LLC1,398$32K0.1%N/A0.004%
2/17/2026 Kovack Advisors Inc.53,667$1.21M0.1%N/A0.154%
2/17/2026 Osaic Holdings Inc.378,048$8.55M0.0%+28.7%1.086%
2/17/2026 Tower Research Capital LLC TRC 136,237$3.08M0.1%+6.1%0.391%
2/17/2026 Captrust Financial Advisors456,177$10.32M0.0%+2.2%1.311%
2/17/2026 Royal Bank of Canada91,432$2.07M0.0%-1.1%0.263%
2/16/2026 MML Investors Services LLC62,530$1.41M0.0%+272.1%0.180%
2/16/2026 Mariner LLC133,458$3.02M0.0%+14.4%0.384%
2/16/2026 Axim Planning & Wealth32,971$746K0.8%+14.8%0.095%
2/13/2026 Kestra Advisory Services LLC124,522$2.82M0.0%+122.2%0.358%
2/13/2026 Stifel Financial Corp110,535$2.50M0.0%+5.2%0.318%
2/13/2026 Integrated Wealth Concepts LLC53,642$1.21M0.0%+2.0%0.154%
2/13/2026 Ausdal Financial Partners Inc.10,896$246K0.0%N/A0.031%
2/13/2026 Wells Fargo & Company MN1,010,054$22.84M0.0%+0.2%2.902%
2/12/2026 Jane Street Group LLC162,293$3.67M0.0%N/A0.466%
2/12/2026 Commonwealth Equity Services LLC294,237$6.65M0.0%+13.5%0.846%
2/12/2026 Wagner Wealth Management Corp34,161$773K0.8%N/A0.098%
2/12/2026 Cloud Capital Management LLC22,466$508K0.2%N/A0.065%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners40,366$913K0.5%N/A0.116%
2/12/2026 Steward Partners Investment Advisory LLC44,400$1.00M0.0%-18.4%0.128%
2/12/2026 Oder Investment Management LLC177,390$4.01M2.9%+7.5%0.510%
2/12/2026 Kovack Advisors Inc.53,667$1.21M0.1%N/A0.154%
2/11/2026 Capital Analysts LLC9,183$208K0.0%-10.3%0.026%
2/11/2026 LPL Financial LLC1,859,953$42.06M0.0%+28.6%5.345%
2/11/2026 J.W. Cole Advisors Inc.33,391$755K0.0%+4.2%0.096%
2/10/2026 Lido Advisors LLC62,812$1.42M0.0%N/A0.180%
2/10/2026 Koss Olinger Consulting LLC17,954$406K0.0%+18.4%0.052%
2/10/2026 Northwestern Mutual Wealth Management Co.2,459$56K0.0%+81.3%0.007%
2/10/2026 Foundations Investment Advisors LLC63,267$1.43M0.0%-0.8%0.182%
2/9/2026 Key Financial Inc33,774$764K0.1%+3.4%0.097%
2/9/2026 Valtinson Bruner Financial Planning LLC25,009$566K0.2%+12.7%0.072%
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2/9/2026 Harbour Investments Inc.9,342$211K0.0%+35.0%0.027%
2/9/2026 Clearstead Advisors LLC29,933$677K0.0%N/A0.086%
2/9/2026 Prospera Financial Services Inc156,944$3.55M0.1%+9.2%0.451%
2/9/2026 Banta Asset Management LP310,920$7.03M6.4%N/A0.893%
2/6/2026 Advisory Alpha LLC390,380$8.83M0.2%+10.5%1.122%
2/6/2026 Larson Financial Group LLC965,131$21.83M0.7%+44.0%2.773%
2/5/2026 Intrua Financial LLC317,535$7.18M0.8%+2.0%0.912%
2/5/2026 Northwestern Mutual Wealth Management Co.117,044$2.67M0.0%+8,531.6%0.336%
2/5/2026 Legacy Financial Group LLC70,098$1.59M0.2%+8.9%0.201%
2/5/2026 SFE Investment Counsel352,387$7.97M1.2%+2.1%1.013%


BSJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 162 institutional investors and hedge funds held shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF. The most heavily invested institutionals were Mirador Capital Partners LP ($53.52M), LPL Financial LLC ($42.06M), Cetera Investment Advisers ($36.05M), Wells Fargo & Company MN ($22.84M), Larson Financial Group LLC ($21.83M), Raymond James Financial Inc. ($16.94M), and UBS Group AG ($12.53M).Learn more on Invesco BulletShares 2027 High Yield Corporate Bond ETF's institutional investors.

Of the 157 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: Mirador Capital Partners LP ($2.26M), GAMMA Investing LLC ($1.25M), Cetera Investment Advisers ($1.04M), Raymond James Financial Inc. ($901.50K), Larson Financial Group LLC ($785.14K), LPL Financial LLC ($658.83K), and Captrust Financial Advisors ($564.83K).

Institutional investors have bought a total of 9,211,440 shares in the last 24 months. This purchase volume represents approximately $208.26M in transactions.

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: Envestnet Asset Management Inc. ($293.45K), Evexia Wealth LLC ($143.39K), GPM Growth Investors Inc. ($113.34K), Ashton Thomas Securities LLC ($65.19K), Ashton Thomas Private Wealth LLC ($45.67K), Hennion & Walsh Asset Management Inc. ($38.88K), and Equitable Holdings Inc. ($25.57K).

Institutional investors have sold a total of 859,395 shares in the last 24 months. This volume of shares sold represents approximately $19.46M in transactions.


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Institutional ownership data for NASDAQ:BSJR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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