BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

74 hedge funds and large institutions have $81.2M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$5.31M
2
KFI
Key Financial Inc
Pennsylvania
$5.82M
3
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$923K
4
ACA
Aptus Capital Advisors
Alabama
$859K
5
RSA
River Street Advisors
Illinois
$828K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
SFG
Sterling Financial Group
California
$440K
4
Jane Street
Jane Street
New York
$244K
5
CA
CGN Advisors
Kansas
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$884K +$523K +22,109 +145%
ACA
27
Aptus Capital Advisors
Alabama
$859K +$859K +36,330 New
RSA
28
River Street Advisors
Illinois
$828K +$828K +35,000 New
SPIA
29
Steward Partners Investment Advisory
New York
$828K -$51.1K -2,162 -6%
WA
30
WESPAC Advisors
California
$820K +$820K +34,644 New
ACM
31
AlphaStar Capital Management
North Carolina
$792K +$792K +33,484 New
SC
32
Savant Capital
Illinois
$766K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$680K +$363K +15,335 +114%
PWM
34
Paulson Wealth Management
Illinois
$670K +$57.1K +2,414 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$559K +$46.8K +1,978 +9%
KF
36
Krilogy Financial
Missouri
$543K +$140K +5,909 +35%
TF
37
TLWM Financial
Texas
$517K +$19.2K +813 +4%
RHP
38
Royal Harbor Partners
Texas
$468K – – –
MWA
39
Midland Wealth Advisors
Illinois
$452K – – –
AFA
40
AA Financial Advisors
Ohio
$448K +$448K +18,919 New
PAG
41
Private Advisor Group
New Jersey
$447K +$92K +3,890 +26%
SFG
42
Sterling Financial Group
California
$440K -$1.69M -71,330 -79%
HighTower Advisors
43
HighTower Advisors
Illinois
$429K +$29.7K +1,250 +7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$394K +$129K +5,445 +49%
OA
45
Oceanside Advisors
South Carolina
$369K – – –
AA
46
Addison Advisors
Vermont
$361K +$88.8K +3,755 +33%
CW
47
Cooksen Wealth
Texas
$352K – – –
HWM
48
Horizons Wealth Management
North Carolina
$350K – – –
BPA
49
Beacon Pointe Advisors
California
$334K +$9.98K +422 +3%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$332K +$332K +14,015 New
1
2
3 4