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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

70 hedge funds and large institutions have $80.5M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
KFI
2
Key Financial Inc
Pennsylvania
$4.82M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.28M
5
FWM
5
Fortress Wealth Management
California
$1.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$268K
2
SFG
2
Sterling Financial Group
California
$2.15M
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MOS
5
MGO One Seven
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$888K 37,147 -6,949 -16%
HGA
27
Hobbs Group Advisors
South Carolina
$837K 35,007 +35,007 New
SC
28
Savant Capital
Illinois
$774K 32,386 -4,967 -13%
AWM
29
Avior Wealth Management
Nebraska
$745K 31,149 +5,128 +20%
PWM
30
Paulson Wealth Management
Illinois
$620K 25,925 +2,209 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$518K 21,656 +4,503 +26%
EH
32
Equitable Holdings
New York
$508K 21,255 +7,319 +53%
TF
33
TLWM Financial
Texas
$503K 21,027 -332 -2%
RHP
34
Royal Harbor Partners
Texas
$473K 19,773 – –
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$468K 19,567 – –
MWA
36
Midland Wealth Advisors
Illinois
$457K 19,119 +19,119 New
MWM
37
Meridian Wealth Management
Kentucky
$445K 18,598 +18,598 New
KF
38
Krilogy Financial
Missouri
$407K 17,025 -2,150 -11%
HighTower Advisors
39
HighTower Advisors
Illinois
$403K 16,825 +16,825 New
OA
40
Oceanside Advisors
South Carolina
$373K 15,620 +15,620 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$365K 15,262 +15,262 New
PAG
42
Private Advisor Group
New Jersey
$359K 15,013 +15,013 New
CW
43
Cooksen Wealth
Texas
$355K 14,862 +14,862 New
HWM
44
Horizons Wealth Management
North Carolina
$350K 14,626 +1,965 +16%
NAM
45
NorthCrest Asset Manangement
Minnesota
$335K 14,015 +14,015 New
BPA
46
Beacon Pointe Advisors
California
$327K 13,680 +13,680 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$320K 13,397 – –
Stifel Financial
48
Stifel Financial
Missouri
$313K 13,107 -48 -0.4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$312K 13,038 +111 +0.9%
KOC
50
Koss-Olinger Consulting
Florida
$277K 11,579 – –
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