INVESCO BULLETSHARES 2027 HI (BSJR) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2027 HI (BSJR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Delta Investment Management, Llc, Larson Financial Group Llc, Ameriprise Financial Inc, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+155+0.3%53,736$1.20MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-15,139-20.6%58,383$1.30MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+42,694+6.9%660,311$14.76MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-4,387-15.4%24,054$537.50KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-5,485-27.6%14,422$322.27KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+323,263+48.8%985,722$22.03MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-246,371-25.7%713,232$15.94MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+230,451230,451$5.15MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+101,783101,783$2.27MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+72,424+5.3%1,429,596$31.95MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+67,439+5.7%1,244,589$27.81MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+65,022+400.2%81,270$1.82MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+46,32646,326$1.03MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+39,312+14.7%307,642$6.87MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+39,206+219.6%57,062$1.28MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+19,825+11.2%196,120$4.38MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+19,024+3.5%555,768$12.42MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+10,817+42.5%36,281$810.73KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-6,438-6.6%91,566$2.05MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+5,724+4.4%134,651$3.01MQ2 2026Aug 14, 2026
Northwest Bancshares, Inc.Sell-5,606-13.4%36,383$813.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,443-1.7%82,995$1.85MQ2 2026Aug 14, 2026
Axim Planning & WealthSell-1,248-3.8%31,328$700.04KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+819+38.6%2,939$65.67KQ2 2026Aug 14, 2026
&PartnersBuy+352+2.9%12,590$281.33KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+161161$3.60KQ2 2026Aug 14, 2026
Vantage Point Financial LlcSell-59-0.1%43,675$975.94KQ2 2026Aug 14, 2026
Delta Investment Management, LlcBuy+316,214316,214$7.07MQ2 2026Aug 13, 2026
Ubs Group AgSell-182,854-31.4%400,145$8.94MQ2 2026Aug 13, 2026
Verity Asset Management, Inc.Buy+45,106+14.2%362,888$8.11MQ2 2026Aug 13, 2026
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Frequently asked questions about BSJR activity

  • Which institutional owners are buying BSJR?

    Institutional owners buying BSJR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSJR activity?

    "Buy" means an investor increased their reported position in BSJR compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2027 HI (BSJR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSJR increasing?

    Institutional interest in BSJR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.