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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

53 hedge funds and large institutions have $56.3M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
29
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.99M
2
LPL Financial
2
LPL Financial
California
$3.7M
3
AUB
3
Atlantic Union Bankshares
Virginia
$1.71M
4
KF
4
Krilogy Financial
Missouri
$439K
5
UBS Group
5
UBS Group
Switzerland
$998K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.61M
2
Wells Fargo
2
Wells Fargo
California
$3.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.3K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.37M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
26
Paulson Wealth Management
Illinois
$543K 23,716 -131 -0.5%
TF
27
TLWM Financial
Texas
$489K 21,359 +11,795 +123%
RHP
28
Royal Harbor Partners
Texas
$453K 19,773 – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$448K 19,567 +900 +5%
KF
30
Krilogy Financial
Missouri
$439K 19,175 +19,175 New
MML Investors Services
31
MML Investors Services
Massachusetts
$393K 17,153 +3,935 +30%
EH
32
Equitable Holdings
New York
$319K 13,936 +2,337 +20%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$307K 13,397 – –
Stifel Financial
34
Stifel Financial
Missouri
$301K 13,155 -356 -3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$296K 12,927 -200 -2%
Creative Planning
36
Creative Planning
Kansas
$291K 12,700 -480 -4%
HWM
37
Horizons Wealth Management
North Carolina
$290K 12,661 +761 +6%
KOC
38
Koss-Olinger Consulting
Florida
$265K 11,579 +377 +3%
AA
39
Addison Advisors
Vermont
$256K 11,195 +120 +1%
CAM
40
Clark Asset Management
New Hampshire
$230K 10,056 +69 +0.7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$224K 9,777 +9,777 New
MOS
42
MGO One Seven
Ohio
$202K 8,819 +8,819 New
CPC
43
Cookson Peirce & Co
Pennsylvania
$201K 8,764 -928 -10%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$179K 7,809 +1,207 +18%
HNB
45
Huntington National Bank
Ohio
– – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$56.3K 2,460 -35,906 -94%
WB
47
Webster Bank
Connecticut
$38.6K 1,685 +650 +63%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$32K 1,393 – –
OP
49
ORG Partners
Indiana
$19.5K 850 – –
AF
50
Advisornet Financial
Minnesota
$17.9K 784 – –
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2
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