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

$22.62 -0.02 (-0.09%)
As of 01/17/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 High Yield Corporate Bond ETF (NASDAQ:BSJR)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$58.18M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.12M
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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
1/17/2025Advisory Alpha LLC232,296$5.20M0.2%+5.2%1.399%
1/17/2025Atomi Financial Group Inc.52,328$1.17M0.1%+5.9%0.315%
1/17/2025Segment Wealth Management LLC66,580$1.49M0.1%+6.1%0.401%
1/16/2025Ironwood Financial llc351,641$7.88M1.7%+2.9%2.118%
1/15/2025 Astoria Portfolio Advisors LLC.12,367$278K0.1%N/A0.075%
1/15/2025 Carnegie Investment Counsel21,875$490K0.0%N/A0.133%
1/15/2025 Hennion & Walsh Asset Management Inc.98,796$2.21M0.1%+26.3%0.599%
1/14/2025 Rovin Capital UT ADV218,931$4.90M1.8%+29.1%1.327%
1/14/2025 S.E.E.D. Planning Group LLC77,329$1.73M0.6%-14.4%0.469%
1/14/2025 Quad Cities Investment Group LLC17,386$389K0.2%+36.8%0.105%
1/13/2025 Brookstone Capital Management33,877$759K0.0%+3.6%0.205%
1/7/2025 Horizons Wealth Management7,088$159K0.1%+91.3%0.043%
1/3/2025 GAMMA Investing LLC46,241$1.04M0.1%+83.9%0.328%
11/18/2024Arete Wealth Advisors LLC14,139$321K0.0%+8.4%0.100%
11/15/2024Orion Portfolio Solutions LLC65,713$1.49M0.0%+4.5%0.466%
11/15/2024Jane Street Group LLC88,954$2.02M0.0%+47.7%0.631%
11/15/2024Stifel Financial Corp86,962$1.97M0.0%+3.6%0.617%
11/15/2024Integrated Wealth Concepts LLC33,441$759K0.0%+10.4%0.237%
11/14/2024Captrust Financial Advisors260,140$5.91M0.0%N/A1.845%
11/12/2024Larson Financial Group LLC9,083$206K0.0%+89.3%0.064%
11/6/2024Altrius Capital Management Inc43,646$991K0.2%+120.3%0.310%
11/6/2024Oppenheimer & Co. Inc.9,696$220K0.0%N/A0.069%
11/4/2024Alaska Permanent Capital Management5,164$117K0.0%N/A0.037%
11/4/2024Alaska Wealth Advisors8,852$201K0.0%N/A0.063%
11/4/2024Ashton Thomas Securities LLC96,457$2.19M0.4%+5.4%0.684%
11/4/2024Tyler Stone Wealth Management36,160$821K0.2%+634.2%0.256%
11/1/2024 Rovin Capital UT ADV169,615$3.85M1.4%+15.7%1.203%
10/29/2024Key Financial Inc16,869$383K0.1%+16.9%0.121%
10/28/2024Stephens Inc. AR17,479$397K0.0%N/A0.126%
10/28/2024Pacific Wealth Strategies Group Inc.11,200$254K0.2%N/A0.081%
10/25/2024Voisard Asset Management Group Inc.4,485$102K0.0%N/A0.032%
10/25/2024SFE Investment Counsel313,629$7.12M1.5%+2.2%2.256%
10/24/2024Sound Stewardship LLC49,251$1.12M0.6%+5.9%0.354%
10/24/2024J.W. Cole Advisors Inc.9,952$226K0.0%N/A0.072%
10/24/2024 Wealth Enhancement Advisory Services LLC22,332$507K0.0%N/A0.161%
10/23/2024 Hennion & Walsh Asset Management Inc.78,194$1.78M0.1%+38.1%0.563%
10/22/2024Rebalance LLC22,571$512K0.0%N/A0.162%
10/22/2024Segment Wealth Management LLC62,750$1.42M0.1%+16.3%0.451%
10/21/2024Foundations Investment Advisors LLC10,819$246K0.0%N/A0.078%
10/18/2024AA Financial Advisors LLC11,064$251K0.1%N/A0.081%
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10/18/2024Net Worth Advisory Group12,648$287K0.1%N/A0.093%
10/16/2024 Quad Cities Investment Group LLC12,713$289K0.1%+8.2%0.093%
10/16/2024Ironwood Financial llc341,832$7.76M1.6%+48.9%2.513%
10/16/2024Legacy Financial Group LLC56,278$1.28M0.2%+18.4%0.420%
10/9/2024Private Advisory Group LLC21,092$479K0.1%-7.9%0.160%
10/8/2024 Brookstone Capital Management32,693$742K0.0%+2.8%0.248%
10/8/2024Atomi Financial Group Inc.49,396$1.12M0.1%+50.2%0.374%
10/7/2024 GAMMA Investing LLC25,138$571K0.1%+40.2%0.192%
8/22/2024Cetera Investment Advisers374,486$8.27M0.0%+46.6%3.436%
8/21/2024Advisory Alpha LLC190,551$4.21M0.2%+5.4%1.748%
8/16/2024NewEdge Advisors LLC52,388$1.16M0.0%+4.7%0.481%
8/13/2024Benjamin F. Edwards & Company Inc.2,152$48K0.0%+30.0%0.020%
8/12/2024Altrius Capital Management Inc19,810$437K0.1%N/A0.182%
8/12/2024Mercer Global Advisors Inc. ADV316,403$6.99M0.0%+22.6%2.903%
8/8/2024Envestnet Asset Management Inc.322,810$7.13M0.0%+18.3%2.962%
8/6/2024Koss Olinger Consulting LLC15,467$342K0.0%N/A0.142%
8/6/2024SFE Investment Counsel306,798$6.78M1.5%+31.2%2.815%
8/5/2024Private Advisor Group LLC37,505$828K0.0%+33.0%0.344%
8/2/2024GPM Growth Investors Inc.194,160$4.29M1.8%N/A1.781%
8/2/2024Larson Financial Group LLC4,799$106K0.0%+292.1%0.044%
7/31/2024Commonwealth Equity Services LLC25,130$555K0.0%+51.3%0.239%
7/30/2024Key Financial Inc14,434$319K0.1%+198.8%0.137%
7/29/20244Thought Financial Group Inc.20,072$443K0.3%+11.8%0.191%
7/26/2024Atomi Financial Group Inc.32,877$726K0.1%N/A0.316%
7/26/2024AlphaStar Capital Management LLC17,982$397K0.0%-2.9%0.173%
7/26/2024IMA Advisory Services Inc.186,222$4.11M0.9%+102.8%1.791%
7/24/2024Sound Stewardship LLC46,518$1.03M0.6%-1.0%0.447%
7/23/2024Private Advisory Group LLC22,903$506K0.1%+25.2%0.220%
7/22/2024 Horizons Wealth Management3,705$83K0.1%+74.8%0.036%
7/20/2024 Hennion & Walsh Asset Management Inc.56,616$1.25M0.1%+18.6%0.550%
7/19/2024MONECO Advisors LLC12,054$266K0.0%-6.1%0.117%
7/19/2024Ironwood Wealth Management LLC.229,542$5.07M1.5%+13.1%1.739%
7/19/2024Raymond James & Associates57,393$1.27M0.0%+24.0%0.557%
7/18/2024 Brookstone Capital Management31,804$712K0.0%+2.5%0.309%
7/18/2024 Rovin Capital UT ADV146,611$3.24M1.3%+7.2%1.423%
7/18/2024 S.E.E.D. Planning Group LLC85,949$1.90M0.7%-0.8%0.834%
7/17/2024 Ballew Advisors Inc14,649$327K0.2%-62.1%0.144%
7/2/2024 GAMMA Investing LLC17,931$396K0.1%N/A0.204%
5/24/2024Cetera Advisors LLC230,440$5.13M0.0%+12.4%2.619%
5/24/2024Cetera Investment Advisers255,441$5.68M0.0%N/A2.903%
5/17/2024Comerica Bank23,797$529K0.0%+50.9%0.270%
5/16/2024B. Riley Wealth Advisors Inc.12,308$263K0.0%+30.4%0.140%
5/9/2024Orion Portfolio Solutions LLC58,855$1.31M0.0%+12.9%0.669%
5/6/2024Advisory Alpha LLC180,822$4.02M0.2%+1.6%2.032%
5/4/2024Geneos Wealth Management Inc.4,200$93K0.0%+95.3%0.047%
5/3/2024Larson Financial Group LLC1,224$27K0.0%N/A0.014%
4/26/2024MONECO Advisors LLC12,841$286K0.0%-6.6%0.146%
4/25/2024IMA Wealth Inc.91,811$2.04M1.0%+34.3%1.043%
4/23/2024Paradiem LLC107,532$2.39M0.6%N/A1.222%
4/22/2024 Rovin Capital UT ADV136,752$3.04M1.2%+13.8%1.554%
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4/18/2024Ironwood 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%
4/10/2024Legacy 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%
(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, 84 institutional investors and hedge funds held shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF. The most heavily invested institutionals were Cetera Investment Advisers ($8.27M), Ironwood Financial llc ($7.88M), Envestnet Asset Management Inc. ($7.13M), SFE Investment Counsel ($7.12M), Mercer Global Advisors Inc. ADV ($6.99M), Captrust Financial Advisors ($5.91M), and Advisory Alpha LLC ($5.20M).Learn more on BSJR's institutional investors.

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

Of the 83 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: Cetera Investment Advisers ($374.49K), SFE Investment Counsel ($305.83K), GPM Growth Investors Inc. ($299.78K), Captrust Financial Advisors ($260.14K), Rovin Capital UT ADV ($218.93K), Envestnet Asset Management Inc. ($207.50K), and LPL Financial LLC ($191.91K).

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

Institutional investors have bought a total of 4,245,846 shares in the last 24 months. This purchase volume represents approximately $93.58M in transactions.

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

Of the 14 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: Ballew Advisors Inc ($24.02K), S.E.E.D. Planning Group LLC ($13.68K), Straight Path Wealth Management ($11.86K), 4Thought Financial Group Inc. ($8.91K), Brookstone Capital Management ($5.11K), Kessler Investment Group LLC ($5.01K), and B. Riley Wealth Advisors Inc. ($2.87K).

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

Institutional investors have sold a total of 81,701 shares in the last 24 months. This volume of shares sold represents approximately $1.79M in transactions.


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This page (NASDAQ:BSJR) was last updated on 1/18/2025 by MarketBeat.com Staff
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