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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

42 hedge funds and large institutions have $41.8M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.7M
2
CIM
2
Confluence Investment Management
Missouri
$6.32M
3
Wells Fargo
3
Wells Fargo
California
$4.11M
4
SFG
4
Sterling Financial Group
California
$2.09M
5
Invesco
5
Invesco
Georgia
$1.73M

Top Sellers

1
Jane Street
1
Jane Street
New York
$419K
2
CIC
2
Carnegie Investment Counsel
Ohio
$0
3
NAM
3
NorthCrest Asset Manangement
Minnesota
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
FIM
5
Freedom Investment Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
26
Horizons Wealth Management
North Carolina
$244K 10,377 +2,134 +26%
CAM
27
Clark Asset Management
New Hampshire
$232K 9,851 +9,851 New
CPC
28
Cookson Peirce & Co
Pennsylvania
$226K 9,625 +401 +4%
CG
29
Colony Group
Massachusetts
$208K 8,864 +8,864 New
MOS
30
MGO One Seven
Ohio
$207K 8,819 +8,819 New
KFI
31
Key Financial Inc
Pennsylvania
$145K 6,376 – –
UBS Group
32
UBS Group
Switzerland
$121K 5,126 +3,688 +256%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$69.9K 2,970 +2,557 +619%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$42K 1,780 -7,699 -81%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33K 1,393 -1,279 -48%
AF
36
Advisornet Financial
Minnesota
$18.4K 784 – –
IA
37
IFP Advisors
Florida
$17K 700 +700 New
WB
38
Webster Bank
Connecticut
$15K 635 -4,550 -88%
CAL
39
Capital Analysts LLC
Pennsylvania
$15K 646 +646 New
ASN
40
Advisory Services Network
Georgia
$15K 637 +637 New
WBC
41
West Branch Capital
Massachusetts
$11.8K 500 – –
NA
42
NewEdge Advisors
Louisiana
$2.51K 106,669 +18,450 +21%
CIC
43
Carnegie Investment Counsel
Ohio
– – -10,700 Closed
NAM
44
NorthCrest Asset Manangement
Minnesota
– – -10,578 Closed
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
– – -10,037 Closed
FIM
46
Freedom Investment Management
Connecticut
– – -9,940 Closed
PTC
47
Private Trust Company
Ohio
– – -3,700 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
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