Who Owns Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR)?Hedge Fund & Institutional Holders

$22.41+0.00 (+0.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.294514796742001e+202T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$21.81$22.07$22.33$22.59$22.84Jul 24May 25Mar 26

BSJR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Anchor Investment Management, LLCIncreased+6K+$127.2M
Ashton Thomas Private Wealth, LLCNew Position+441K+$10.0M
Parkway Wealth Management Group, LLCNew Position+396K+$9.0M
Ironwood Financial, llcNew Position+370K+$8.4M
ROVIN CAPITAL /UT/ /ADVNew Position+338K+$7.7M
Intrua Financial, LLCNew Position+318K+$7.2M
BANTA ASSET MANAGEMENT LPNew Position+311K+$7.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+294K+$6.0M
Ark Wealth Advisors LLCNew Position+215K+$4.9M
HOWARD WEALTH MANAGEMENT, LLCNew Position+173K+$3.9M
Legacy Financial Group LLCNew Position+134K+$3.0M
JANE STREET GROUP, LLCNew Position+162K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+166K+$3.0M
Pacific Wealth Strategies Group, Inc.New Position+116K+$2.6M
Glass Jacobson Investment Advisors llcNew Position+110K+$2.5M

BSJR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EVEXIA WEALTH LLCDecreased-143K-$3.5B
Invesco Ltd.Decreased-12K-$3.0B
ROYAL BANK OF CANADADecreased-976-$2.1B
HUB Investment Partners, LLCDecreased-942-$2.0B
S.E.E.D. Planning Group LLCDecreased-7K-$1.8B
Orion Porfolio Solutions, LLCDecreased-170-$1.7B
Delta Wealth Advisors LLCClosed Position-73K-$1.6B
Kovitz Investment Group Partners, LLCClosed Position-58K-$1.3B
Steward Partners Investment Advisory, LLCDecreased-10K-$1.2B
Turning Point Benefit Group, Inc.Closed Position-50K-$1.1B
Equitable Holdings, Inc.Decreased-10K-$1.0B
GOLDMAN SACHS GROUP INCClosed Position-42K-$959.3M
F/m Investments LLCClosed Position-37K-$848.5M
Astoria Portfolio Advisors LLC.Closed Position-31K-$703.4M
VestGen Advisors, LLCDecreased-15K-$613.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC18,990$429.5M0.03%Share
2Mirador Capital Partners LP2,121,083$48.0M6.58%Share
3LPL Financial LLC1,859,953$42.0M0.01%Share
4Cetera Investment Advisers1,401,930$31.0M0.03%Share
5MORGAN STANLEY1,138,491$25.0M0.00%Share
6Larson Financial Group LLC965,131$21.0M0.70%Share
7RAYMOND JAMES FINANCIAL INC695,328$15.0M0.00%Share
8WELLS FARGO & COMPANY/MN598,385$13.0M0.00%Share
9UBS Group AG552,455$12.5M0.00%Share
10MERCER GLOBAL ADVISORS INC /ADV442,880$10.0M0.02%Share
11CAPTRUST FINANCIAL ADVISORS456,177$10.0M0.02%Share
12Ashton Thomas Private Wealth, LLC440,614$10.0M0.24%Share
13WELLS FARGO & COMPANY/MN411,669$9.0M0.00%Share
14Parkway Wealth Management Group, LLC395,843$9.0M1.20%Share
15Advisory Alpha, LLC390,380$8.8M0.24%Share
16Ironwood Financial, llc370,330$8.4M1.42%Share
17SFE Investment Counsel352,387$8.0M1.22%Share
18ROVIN CAPITAL /UT/ /ADV338,307$7.7M2.03%Share
19Intrua Financial, LLC317,535$7.2M0.76%Share
20BANTA ASSET MANAGEMENT LP310,920$7.0M6.41%Share
21OSAIC HOLDINGS, INC.352,878$7.0M0.01%Share
22COMMONWEALTH EQUITY SERVICES, LLC294,237$6.0M0.01%Share
23Modern Wealth Management, LLC259,964$5.9M0.11%Share
24COLLECTIVE FAMILY OFFICE LLC241,434$5.5M1.25%Share
25Ark Wealth Advisors LLC215,477$4.9M5.24%Share
26Oder Investment Management, LLC177,390$4.0M2.90%Share
27HOWARD WEALTH MANAGEMENT, LLC173,063$3.9M1.71%Share
28OLD MISSION CAPITAL LLC148,376$3.4M0.08%Share
29JONES FINANCIAL COMPANIES LLLP165,845$3.0M0.00%Share
30Prospera Financial Services Inc156,944$3.0M0.05%Share
31JANE STREET GROUP, LLC162,293$3.0M0.00%Share
32Atria Investments, Inc135,314$3.0M0.03%Share
33AMERIPRISE FINANCIAL INC174,226$3.0M0.00%Share
34Tower Research Capital LLC (TRC)136,237$3.0M0.07%Share
35Horizons Wealth Management122,077$2.8M1.81%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO117,044$2.7M0.00%Share
37Invesco Ltd.117,825$2.7M0.00%Share
38Pacific Wealth Strategies Group, Inc.116,180$2.6M1.49%Share
39Glass Jacobson Investment Advisors llc110,365$2.5M0.90%Share
40Bright Futures Wealth Management, LLC.107,737$2.4M1.80%Share
41Compound Planning, Inc.106,924$2.4M0.07%Share
42Paradiem, LLC97,847$2.2M0.53%Share
43Accurate Wealth Management, LLC96,482$2.2M0.28%Share
44BANK OF AMERICA CORP /DE/126,538$2.0M0.00%Share
45RAYMOND JAMES FINANCIAL INC107,521$2.0M0.00%Share
46STIFEL FINANCIAL CORP110,535$2.0M0.00%Share
47Kestra Advisory Services, LLC124,522$2.0M0.01%Share
48Mariner, LLC121,663$2.0M0.00%Share
49ROYAL BANK OF CANADA90,910$2.0M0.00%Share
50BANK OF AMERICA CORP /DE/88,515$2.0M0.00%Share

BSJR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025152$880.8M+66
Q3 202586$300.2B-40
Q2 2025126$264.9B+6
Q1 2025120$247.3B+21
Q4 202499$16.1T+28
Q3 202471$79.6T+10
Q2 202461$57.2T+13
Q1 202448$49.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF). The largest holder is Anchor Investment Management, LLC with $429.5M in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BSJR?

As of Q4 2025, 50 institutional investors report holding BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSJR?

The largest institutional holder of BSJR is Anchor Investment Management, LLC with $429.5M in shares.

Is institutional ownership of BSJR increasing or decreasing?

This quarter, 14 institutions opened new positions in BSJR and 6 closed their positions.