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

$22.70 -0.02 (-0.09%)
Closing price 08/7/2025 03:59 PM Eastern
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$22.70 0.00 (0.00%)
As of 08/7/2025 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)
107
Total
Institutional Inflows
(last 12 months)
$157.34M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$15.53M
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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
8/7/2025SFE 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%
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%
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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%
5/28/2025Intrua Financial LLC273,911$6.14M0.9%N/A1.349%
5/19/2025Jane Street Group LLC126,309$2.83M0.0%+153.2%0.622%
5/19/2025 Advisory Alpha LLC289,911$6.50M0.2%+24.8%1.428%
5/16/2025Arete Wealth Advisors LLC13,502$303K0.0%-7.5%0.065%
5/16/2025 Ashton 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%
5/15/2025 Ashton 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%
5/15/2025 Insight 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%
5/12/2025 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%
5/7/2025Foundations 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%
5/6/2025 Carnegie Investment Counsel23,150$508K0.0%+5.8%0.114%
5/6/2025IMA Advisory Services Inc.4,895$110K0.0%-97.7%0.024%
5/5/2025 Atlantic 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%
5/2/2025 GPM Growth Investors Inc.113,461$2.54M1.1%+3.1%0.559%
5/2/2025Kaye Capital Management87,108$1.95M0.8%N/A0.429%
5/1/2025 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%
4/30/2025 AlphaStar Capital Management LLC16,587$372K0.0%-3.7%0.082%
4/29/2025 Envestnet Asset Management Inc.327,295$7.33M0.0%-7.1%1.612%
4/28/2025 Rovin Capital UT ADV276,002$6.18M2.0%+26.1%1.360%
4/28/2025 Astoria Portfolio Advisors LLC.40,964$911K0.3%+231.2%0.202%
4/25/2025 MorganRosel Wealth Management LLC5,734$128K0.0%N/A0.028%
4/23/2025 Oppenheimer & Co. Inc.14,234$319K0.0%+18.3%0.070%
4/23/2025 Vantage Point Financial LLC50,206$1.13M0.6%+9.4%0.247%
4/22/2025 Tassel Capital Management Inc.9,735$218K0.2%N/A0.048%
4/22/2025 Paradiem LLC97,856$2.19M0.6%-9.0%0.487%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
4/22/2025 Altrius 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%
4/22/2025 Segment Wealth Management LLC67,330$1.51M0.1%+1.1%0.335%
4/21/2025 Meriwether Wealth & Planning LLC28,602$641K0.4%+76.8%0.143%
4/17/2025 Robertson Stephens Wealth Management LLC8,930$200K0.0%-56.9%0.045%
4/17/2025 AA Financial Advisors LLC22,630$507K0.1%-12.4%0.113%
4/16/2025 Wealth Enhancement Advisory Services LLC35,137$787K0.0%+16.3%0.176%
4/16/2025 Sound Stewardship LLC51,299$1.15M0.7%+2.6%0.258%
4/16/2025 Ballew Advisors Inc31,396$693K0.5%+113.0%0.158%
4/15/2025 Net Worth Advisory Group14,093$316K0.1%+9.9%0.071%
(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, 123 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), Ashton Thomas Private Wealth LLC ($10.38M), Captrust Financial Advisors ($10.18M), and Ironwood Wealth Management LLC. ($8.02M).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 120 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), 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 7,005,017 shares in the last 24 months. This purchase volume represents approximately $157.34M in transactions.

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

Of the 30 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), GAMMA Investing LLC ($46.85K), Jane Street Group LLC ($39.07K), Envestnet Asset Management Inc. ($31.69K), and Bright Futures Wealth Management LLC. ($30.10K).

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

Institutional investors have sold a total of 692,358 shares in the last 24 months. This volume of shares sold represents approximately $15.53M in transactions.



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