Invesco Bulletshares 2027 Hy
$22.36+0.1%
+$46.5M
Net Activity
+4.71% total shares
Institutions Holding
165
Popularity Rank
#3466
Avg Weight
0.43%
Total Value
$581.8M
165 institutions currently hold BSJR, with 83 net buyers and 62 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
62
Net Buying Institutions
83
Top 5 by Value
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Across its top 20 institutional holders, BSJR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 16/100).
BSJR ranks #3466 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BSJR is a top-conviction position for Altium Investment Strategies LLC — at 15.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BSJR belongs to Mirador Capital Partners LP, but the position matters far more to Altium Investment Strategies LLC, who has 15.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Raymond James Financial Inc has added to its BSJR position for two straight quarters, increasing it by $13.8M to reach $31.9M today.
Larson Financial Group LLC has trimmed its BSJR position for two straight quarters, cutting it by $5.9M while still holding $15.9M.
BSJR is up 0.1% today, and institutions have been net buyers of $46.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$68.2M
Total Buy Value
$31.9M
Total Sell Value
83
Net Buyers
62
Net Sellers
BSJR
Q2 2026
Top 5 Institutional Movers
+$7.2M
+$7.1M
-$5.5M
+$4.6M
BSJR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138J585
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Access BSJR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSJRCLI
npx alphasmo stocks get BSJR