Invesco BulletShares 2027 Municipal Bond ETF
BSMR
31 hedge funds and large institutions have $14.9M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.
48% more funds holding
Funds holding: 21 → 31 (+10)
32% more capital invested
Capital invested by funds: $11.3M → $14.9M (+$3.61M)
4.69% more ownership
Funds ownership: 58.35% → 63.04% (+4.7%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.87M |
| 2 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$832K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$744K |
| 4 |
Jane Street
New York
|
+$511K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$561K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$455K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$153K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$38.7K |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $97K | +$97.3K | +4,119 | New |
|
|
27
UBS Group
Zurich,
Switzerland
| $39K | -$38.7K | -1,638 | -50% |
|
|
PTC
28
Private Trust Company
Cleveland,
Ohio
| $35K | +$35.4K | +1,500 | New |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $19K | – | – | – |
|
|
WB
30
Webster Bank
Waterbury,
Connecticut
| $15K | +$15K | +635 | New |
|
|
WBC
31
West Branch Capital
Amherst,
Massachusetts
| $12K | +$11.8K | +500 | New |
|
BSMR Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2022, worth a combined $14.9M — up 32% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSMR positions and 0 closed out — a net gain of 10 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.87M. The largest seller was Bank of America, cutting an estimated $561K.
- 31 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2022, up from 21 in Q1 2022.
- Funds reported $14.9M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2022, up 32% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2022 and 0 closed out, a net change of +10 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $1.87M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2022 was Bank of America, an estimated $561K sold.
Based on aggregated 13F filings for Q2 2022.