Who Owns BSJR?
Invesco BulletShares 2027 High Yield Corporate Bond ETF — Institutional Ownership & 13F Holdings
$22.47
+0.00 (+0.01%)
Market Cap
$812.2M
Shares Outstanding
36,439,349
Institutional Holders
120
Total Inst. Value
$292.3M
% of Float Held
—
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
31
Closed Positions
10
Increased
59
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $56.0M | 1,255,475 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.4M | 1,356 |
| 3 | MORGAN STANLEY | $21.4M | 957,244 |
| 4 | WELLS FARGO & COMPANY/MN | $21.1M | 940,396 |
| 5 | Cetera Investment Advisers | $16.7M | 743,788 |
| 6 | RAYMOND JAMES FINANCIAL INC | $13.7M | 612,065 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $7.6M | 340,877 |
| 8 | SFE Investment Counsel | $7.4M | 331,138 |
| 9 | ROVIN CAPITAL /UT/ /ADVNew | $6.2M | 276,002 |
| 10 | Intrua Financial, LLCNew | $6.1M | 273,911 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +1.2M | $56.0M |
| MORGAN STANLEY | +44K | $21.4M |
| WELLS FARGO & COMPANY/MN | +103K | $21.1M |
| Cetera Investment Advisers | +22K | $16.7M |
| RAYMOND JAMES FINANCIAL INC | +456K | $13.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| IMA Advisory Services, Inc. | -203K | $109K |
| Advisory Alpha, LLC | -117K | $2.6M |
| ENVESTNET ASSET MANAGEMENT INC | -25K | $7K |
| MERCER GLOBAL ADVISORS INC /ADV | -16K | $7.6M |
| Robertson Stephens Wealth Management, LLC | -12K | $200K |
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Frequently Asked Questions
How many institutional investors hold BSJR?
As of Q1 2025, 120 institutional investors report holding BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most BSJR?
The largest institutional holder of BSJR is GAMMA Investing LLC with $56.0M in shares.
Are institutions buying or selling BSJR?
This quarter, 31 institutions opened new positions in BSJR and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.