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

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$21.92
-0.03 (-0.14%)
(As of 04/25/2024 ET)
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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)
48
Total
Institutional Inflows
(last 12 months)
$39.58M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$603.13K
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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
4/25/2024 IMA Wealth Inc.91,811$2.04M1.0%+34.3%1.043%
4/23/2024 Paradiem LLC107,532$2.39M0.6%N/A1.222%
4/22/2024 Rovin Capital UT ADV136,752$3.04M1.2%+13.8%1.554%
4/18/2024 Ironwood Financial llc202,877$4.51M1.0%+3.8%2.305%
4/17/2024 Hennion & Walsh Asset Management Inc.47,755$1.06M0.1%+34.0%0.555%
4/16/2024 S.E.E.D. Planning Group LLC86,623$1.93M0.7%N/A1.007%
4/15/2024 Brookstone Capital Management31,035$691K0.0%-14.1%0.361%
4/11/2024 Ballew Advisors Inc38,672$853K0.6%+19.5%0.455%
4/10/2024 Legacy Financial Group LLC24,597$547K0.1%N/A0.289%
3/15/2024B. Riley Wealth Advisors Inc.9,442$211K0.0%-23.3%0.129%
3/13/2024MONECO Advisors LLC13,752$308K0.1%+16.1%0.188%
3/12/2024 Rovin Capital UT ADV120,161$2.69M1.2%N/A1.646%
2/9/2024Orion Portfolio Solutions LLC52,127$1.16M0.0%N/A0.714%
2/7/2024AlphaStar Capital Management LLC18,085$405K0.0%+10.9%0.248%
2/6/2024Private Advisor Group LLC28,490$637K0.0%+21.3%0.390%
2/6/2024TCG Advisory Services LLC50,894$1.14M0.1%+126.4%0.697%
2/6/2024Benjamin F. Edwards & Company Inc.1,567$35K0.0%N/A0.021%
2/5/2024Oder Investment Management LLC42,138$943K0.9%N/A0.577%
2/5/2024MONECO Advisors LLC13,752$308K0.1%+16.1%0.188%
2/5/2024GPM Growth Investors Inc.182,391$4.08M1.9%+0.9%2.499%
2/5/2024 IMA Wealth Inc.68,388$1.53M0.8%+176.4%0.937%
1/31/2024SFE Investment Counsel226,086$5.06M1.3%+8.0%3.097%
1/31/2024Key Financial Inc3,117$70K0.0%+188.6%0.043%
1/30/2024Capital Analysts LLC4,150$93K0.0%+20.9%0.057%
1/26/2024Geneos Wealth Management Inc.2,150$48K0.0%+975.0%0.031%
1/26/2024 WESPAC Advisors LLC11,716$262K0.2%N/A0.167%
1/26/2024 Segment Wealth Management LLC29,940$670K0.1%+29.4%0.428%
1/23/2024Advisory Alpha LLC177,941$3.98M0.2%+3.0%2.542%
1/17/2024IFG Advisory LLC17,084$382K0.0%N/A0.244%
1/17/2024Sound Stewardship LLC9,093$203K0.1%N/A0.130%
1/16/2024 Raymond James & Associates27,154$607K0.0%+149.3%0.388%
1/11/2024 Brookstone Capital Management36,144$809K0.0%+1.8%0.516%
1/11/2024Banta Asset Management LP188,435$4.22M5.0%+3.0%2.692%
1/10/2024 Quad Cities Investment Group LLC11,535$257K0.2%+22.0%0.165%
12/1/2023B. Riley Wealth Advisors Inc.12,308$263K0.0%+17.7%0.224%
11/28/2023 IMA Wealth Inc.24,745$530K0.1%N/A0.450%
11/15/2023Mercer Global Advisors Inc. ADV248,065$5.31M0.0%+8.4%4.510%
11/14/2023Private Advisory Group LLC17,279$370K0.1%+5.8%0.314%
11/13/2023LPL Financial LLC229,638$4.92M0.0%+24.8%4.175%
11/13/2023Envestnet Asset Management Inc.220,429$4.72M0.0%+95.9%4.008%
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11/8/2023AlphaStar Capital Management LLC16,309$349K0.0%+10.5%0.297%
11/3/2023Private Advisor Group LLC23,479$503K0.0%+4.4%0.427%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management27,739$594K0.0%+2.0%0.504%
10/31/2023GPM Growth Investors Inc.180,741$3.87M2.0%+6.9%3.286%
10/27/2023 Hennion & Walsh Asset Management Inc.23,039$493K0.0%N/A0.419%
10/26/2023Banta Asset Management LP182,935$3.92M4.9%+25.5%3.388%
10/25/2023SFE Investment Counsel209,275$4.48M1.3%N/A3.875%
10/25/2023 Segment Wealth Management LLC23,140$495K0.1%+41.3%0.429%
10/25/2023 Ironwood Wealth Management LLC.179,121$3.83M1.6%+52.8%3.317%
10/24/2023 Legacy Financial Group LLC14,230$305K0.0%N/A0.264%
10/23/2023Sheets Smith Wealth Management1,847$40K0.0%N/A0.034%
10/20/2023 Brookstone Capital Management35,507$747K0.0%+1.8%0.670%
10/18/2023Advisory Alpha LLC172,754$3.70M0.2%+10.0%3.260%
10/18/2023 Private Trust Co. NA1,321$28K0.0%+242.2%0.025%
10/13/2023 Global Retirement Partners LLC1,794$38K0.0%-50.4%0.034%
10/12/2023 Horizons Wealth Management2,119$45K0.0%+42.0%0.040%
10/6/2023 Ballew Advisors Inc31,961$678K0.6%+11.2%0.695%
8/22/2023 Segment Wealth Management LLC16,380$354K0.0%-3.1%0.356%
8/10/2023Private Advisor Group LLC22,479$486K0.0%N/A0.489%
8/10/2023Cetera Advisors LLC100,086$2.17M0.0%+20.6%2.176%
8/8/2023Prospera Financial Services Inc55,539$1.20M0.0%+2.6%1.207%
8/4/2023Envestnet Asset Management Inc.112,508$2.44M0.0%+42.2%2.446%
8/4/2023Carnegie Capital Asset Management LLC20,681$448K0.0%+4.0%0.450%
8/3/2023AlphaStar Capital Management LLC14,760$319K0.0%+3.8%0.321%
8/3/2023MONECO Advisors LLC11,597$251K0.1%+12.0%0.252%
7/31/2023LPL Financial LLC184,035$3.98M0.0%+21.5%4.001%
7/31/2023Banta Asset Management LP145,750$3.15M3.7%+74.6%3.168%
7/28/2023GPM Growth Investors Inc.169,106$3.66M1.9%+111.3%3.676%
7/27/2023B. Riley Wealth Advisors Inc.10,458$226K0.0%N/A0.227%
7/25/2023 Raymond James & Associates11,322$245K0.0%N/A0.246%
7/24/2023 Kessler Investment Group LLC45,218$979K0.7%-10.0%0.983%
7/21/2023 Segment Wealth Management LLC16,380$354K0.0%-3.1%0.364%
7/20/2023 Global Retirement Partners LLC3,615$78K0.0%-13.3%0.080%
7/20/2023 Ironwood Wealth Management LLC.117,210$2.54M0.9%+24.3%2.548%
7/18/2023Allworth Financial LP16,430$356K0.0%N/A0.365%
7/17/2023 Wealthcare Advisory Partners LLC9,980$216K0.0%N/A0.222%
7/14/2023 4Thought Financial Group Inc.14,784$320K0.3%-37.6%0.329%
7/12/2023 Quad Cities Investment Group LLC9,387$203K0.1%N/A0.209%
7/11/2023 Brookstone Capital Management34,888$747K0.0%+4.3%0.775%
5/12/2023NewEdge Advisors LLC49,533$1.08M0.0%+5.8%1.179%
5/11/2023Robertson Stephens Wealth Management LLC32,225$704K0.1%+241.0%0.767%
5/10/2023LPL Financial LLC151,473$3.31M0.0%+249.0%4.328%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management27,107$592K0.0%+31.8%0.774%
5/8/2023 Global Retirement Partners LLC4,170$90K0.0%N/A0.119%
5/4/2023 Denver Wealth Management Inc.96,434$2.11M1.5%+70.3%2.755%
5/3/2023AlphaStar Capital Management LLC14,218$310K0.0%N/A0.406%
5/2/2023Advisory Alpha LLC143,174$3.13M0.2%-1.6%4.091%
4/24/2023TCG Advisory Services LLC21,180$463K0.1%N/A0.605%
4/20/2023 Segment Wealth Management LLC16,900$369K0.0%+8.7%0.483%
4/20/2023Carnegie Capital Asset Management LLC19,880$434K0.0%+6.6%0.568%
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4/19/2023Carmel Capital Partners LLC9,000$197K0.1%N/A0.257%
4/19/2023 Brookstone Capital Management33,450$730K0.0%+19.4%0.956%
4/14/2023 Ironwood Wealth Management LLC.94,271$2.06M0.8%+56.3%2.693%
4/14/2023 Kessler Investment Group LLC50,223$1.10M0.7%+4.7%1.435%
4/11/2023GPM Growth Investors Inc.80,039$1.75M1.0%+4.3%2.287%
2/9/2023Mercer Global Advisors Inc. ADV76,874$1.64M0.0%+42.8%2.196%
2/8/2023Prospera Financial Services Inc47,314$1.01M0.1%N/A1.352%
2/8/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management20,561$439K0.0%+11.2%0.587%
2/7/2023LPL Financial LLC43,406$928K0.0%+15.0%1.240%
2/7/2023Envestnet Asset Management Inc.76,239$1.63M0.0%+26.9%2.178%
(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, 61 institutional investors and hedge funds held shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($5.31M), SFE Investment Counsel ($5.06M), LPL Financial LLC ($4.92M), Envestnet Asset Management Inc. ($4.72M), Ironwood Financial llc ($4.51M), Banta Asset Management LP ($4.22M), and GPM Growth Investors Inc. ($4.08M).Learn more on BSJR's institutional investors.

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

Of the 58 institutional investors that purchased Invesco BulletShares 2027 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SFE Investment Counsel ($226.09K), LPL Financial LLC ($191.91K), GPM Growth Investors Inc. ($182.39K), Envestnet Asset Management Inc. ($181.62K), Advisory Alpha LLC ($166.41K), Rovin Capital UT ADV ($136.75K), and Ironwood Wealth Management LLC. ($118.80K).

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

Institutional investors have bought a total of 2,710,113 shares in the last 24 months. This purchase volume represents approximately $58.74M in transactions.

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

Of the 13 institutional investors that sold Invesco BulletShares 2027 High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Straight Path Wealth Management ($11.86K), 4Thought Financial Group Inc. ($10.39K), Brookstone Capital Management ($5.11K), Kessler Investment Group LLC ($5.01K), Gradient Investments LLC ($4.89K), B. Riley Wealth Advisors Inc. ($2.87K), and Global Retirement Partners LLC ($2.38K).

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

Institutional investors have sold a total of 51,424 shares in the last 24 months. This volume of shares sold represents approximately $1.11M in transactions.


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This page (NASDAQ:BSJR) was last updated on 4/25/2024 by MarketBeat.com Staff

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