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

$22.42 -0.18 (-0.80%)
(As of 05:26 PM ET)
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)
$55.67M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$824.09K
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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
11/18/2024 Arete Wealth Advisors LLC14,139$321K0.0%+8.4%0.100%
11/15/2024 Orion Portfolio Solutions LLC65,713$1.49M0.0%+4.5%0.466%
11/15/2024 Jane Street Group LLC88,954$2.02M0.0%+47.7%0.631%
11/15/2024 Stifel Financial Corp86,962$1.97M0.0%+3.6%0.617%
11/15/2024 Integrated Wealth Concepts LLC33,441$759K0.0%+10.4%0.237%
11/14/2024 Captrust Financial Advisors260,140$5.91M0.0%N/A1.845%
11/12/2024Larson Financial Group LLC9,083$206K0.0%+89.3%0.064%
11/6/2024 Altrius Capital Management Inc43,646$991K0.2%+120.3%0.310%
11/6/2024 Oppenheimer & Co. Inc.9,696$220K0.0%N/A0.069%
11/4/2024 Alaska Permanent Capital Management5,164$117K0.0%N/A0.037%
11/4/2024 Alaska Wealth Advisors8,852$201K0.0%N/A0.063%
11/4/2024 Ashton Thomas Securities LLC96,457$2.19M0.4%+5.4%0.684%
11/4/2024 Tyler 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%
10/29/2024 Key Financial Inc16,869$383K0.1%+16.9%0.121%
10/28/2024 Stephens Inc. AR17,479$397K0.0%N/A0.126%
10/28/2024 Pacific Wealth Strategies Group Inc.11,200$254K0.2%N/A0.081%
10/25/2024 Voisard Asset Management Group Inc.4,485$102K0.0%N/A0.032%
10/25/2024 SFE Investment Counsel313,629$7.12M1.5%+2.2%2.256%
10/24/2024 Sound Stewardship LLC49,251$1.12M0.6%+5.9%0.354%
10/24/2024 J.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%
10/22/2024 Rebalance LLC22,571$512K0.0%N/A0.162%
10/22/2024 Segment Wealth Management LLC62,750$1.42M0.1%+16.3%0.451%
10/21/2024 Foundations Investment Advisors LLC10,819$246K0.0%N/A0.078%
10/18/2024 AA Financial Advisors LLC11,064$251K0.1%N/A0.081%
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%
10/16/2024 Ironwood Financial llc341,832$7.76M1.6%+48.9%2.513%
10/16/2024 Legacy Financial Group LLC56,278$1.28M0.2%+18.4%0.420%
10/9/2024 Private Advisory Group LLC21,092$479K0.1%-7.9%0.160%
10/8/2024 Brookstone Capital Management32,693$742K0.0%+2.8%0.248%
10/8/2024 Atomi 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%
8/22/2024 Cetera Investment Advisers374,486$8.27M0.0%+46.6%3.436%
8/21/2024 Advisory Alpha LLC190,551$4.21M0.2%+5.4%1.748%
8/16/2024 NewEdge 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%
8/12/2024 Altrius Capital Management Inc19,810$437K0.1%N/A0.182%
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8/12/2024 Mercer Global Advisors Inc. ADV316,403$6.99M0.0%+22.6%2.903%
8/8/2024 Envestnet Asset Management Inc.322,810$7.13M0.0%+18.3%2.962%
8/6/2024 Koss Olinger Consulting LLC15,467$342K0.0%N/A0.142%
8/6/2024 SFE Investment Counsel306,798$6.78M1.5%+31.2%2.815%
8/5/2024 Private Advisor Group LLC37,505$828K0.0%+33.0%0.344%
8/2/2024 GPM 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%
7/30/2024 Key Financial Inc14,434$319K0.1%+198.8%0.137%
7/29/2024 4Thought Financial Group Inc.20,072$443K0.3%+11.8%0.191%
7/26/2024 Atomi Financial Group Inc.32,877$726K0.1%N/A0.316%
7/26/2024 AlphaStar Capital Management LLC17,982$397K0.0%-2.9%0.173%
7/26/2024 IMA Advisory Services Inc.186,222$4.11M0.9%+102.8%1.791%
7/24/2024 Sound Stewardship LLC46,518$1.03M0.6%-1.0%0.447%
7/23/2024 Private 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%
7/19/2024 MONECO Advisors LLC12,054$266K0.0%-6.1%0.117%
7/19/2024 Ironwood 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%
5/24/2024 Cetera Investment Advisers255,441$5.68M0.0%N/A2.903%
5/17/2024 Comerica Bank23,797$529K0.0%+50.9%0.270%
5/16/2024 B. Riley Wealth Advisors Inc.12,308$263K0.0%+30.4%0.140%
5/9/2024 Orion Portfolio Solutions LLC58,855$1.31M0.0%+12.9%0.669%
5/6/2024 Advisory Alpha LLC180,822$4.02M0.2%+1.6%2.032%
5/4/2024 Geneos Wealth Management Inc.4,200$93K0.0%+95.3%0.047%
5/3/2024Larson Financial Group LLC1,224$27K0.0%N/A0.014%
4/26/2024 MONECO Advisors LLC12,841$286K0.0%-6.6%0.146%
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%
3/15/2024 B. Riley Wealth Advisors Inc.9,442$211K0.0%-23.3%0.129%
3/13/2024 MONECO Advisors LLC13,752$308K0.1%+16.1%0.188%
3/12/2024 Rovin Capital UT ADV120,161$2.69M1.2%N/A1.646%
2/9/2024 Orion Portfolio Solutions LLC52,127$1.16M0.0%N/A0.714%
2/7/2024 AlphaStar Capital Management LLC18,085$405K0.0%+10.9%0.248%
2/6/2024 Private Advisor Group LLC28,490$637K0.0%+21.3%0.390%
2/6/2024 TCG Advisory Services LLC50,894$1.14M0.1%+126.4%0.697%
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2/6/2024Benjamin F. Edwards & Company Inc.1,567$35K0.0%N/A0.021%
2/5/2024 Oder Investment Management LLC42,138$943K0.9%N/A0.577%
2/5/2024 MONECO Advisors LLC13,752$308K0.1%+16.1%0.188%
2/5/2024 GPM 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%
1/31/2024 SFE Investment Counsel226,086$5.06M1.3%+8.0%3.097%
1/31/2024 Key Financial Inc3,117$70K0.0%+188.6%0.043%
1/30/2024 Capital Analysts LLC4,150$93K0.0%+20.9%0.057%
1/26/2024 Geneos Wealth Management Inc.2,150$48K0.0%+975.0%0.031%
1/26/2024 WESPAC Advisors LLC11,716$262K0.2%N/A0.167%
(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 ($7.76M), Envestnet Asset Management Inc. ($7.13M), SFE Investment Counsel ($7.12M), Mercer Global Advisors Inc. ADV ($6.99M), Captrust Financial Advisors ($5.91M), and Cetera Advisors LLC ($5.13M).Learn more on BSJR's institutional investors.

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

Of the 82 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: GPM Growth Investors Inc. ($376.55K), Cetera Investment Advisers ($374.49K), SFE Investment Counsel ($305.83K), Captrust Financial Advisors ($260.14K), Envestnet Asset Management Inc. ($207.50K), LPL Financial LLC ($191.91K), and Advisory Alpha LLC ($179.02K).

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

Institutional investors have bought a total of 4,206,214 shares in the last 24 months. This purchase volume represents approximately $92.57M in transactions.

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

Of the 15 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), Straight Path Wealth Management ($11.86K), 4Thought Financial Group Inc. ($8.91K), Brookstone Capital Management ($5.11K), Kessler Investment Group LLC ($5.01K), 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 69,372 shares in the last 24 months. This volume of shares sold represents approximately $1.52M in transactions.


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This page (NASDAQ:BSJR) was last updated on 12/18/2024 by MarketBeat.com Staff
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