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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

83 hedge funds and large institutions have $107M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
Jane Street
2
Jane Street
New York
$5.79M
3
Bank of America
3
Bank of America
North Carolina
$7.25M
4
AI
4
Atria Investments
North Carolina
$2.02M
5
FTUS
5
Flow Traders U.S.
New York
$917K

Top Sellers

1
RSA
1
River Street Advisors
Illinois
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$252K
3
WA
3
WESPAC Advisors
California
$407K
4
Wells Fargo
4
Wells Fargo
California
$4.89M
5
OA
5
Oceanside Advisors
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
Astoria Portfolio Advisors
New York
$1.01M +$164 +7 +0%
ACM
27
AlphaStar Capital Management
North Carolina
$964K +$178K +7,573 +23%
FTUS
28
Flow Traders U.S.
New York
$917K +$917K +39,073 New
VWWMG
29
Vermillion & White Wealth Management Group
Pennsylvania
$916K – – –
HGA
30
Hobbs Group Advisors
South Carolina
$892K +$892K +38,007 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$877K – – –
ACA
32
Aptus Capital Advisors
Alabama
$873K +$20K +850 +2%
EH
33
Equitable Holdings
New York
$847K -$104K -4,423 -11%
PWM
34
Paulson Wealth Management
Illinois
$815K +$149K +6,355 +22%
SC
35
Savant Capital
Illinois
$760K – – –
MWM
36
Meridian Wealth Management
Kentucky
$716K +$716K +30,482 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$712K +$37K +1,577 +5%
Brown Advisory
38
Brown Advisory
Maryland
$696K +$696K +29,652 New
PAG
39
Private Advisor Group
New Jersey
$637K +$193K +8,220 +43%
MML Investors Services
40
MML Investors Services
Massachusetts
$590K +$34.9K +1,488 +6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$563K +$172K +7,310 +44%
MA
42
MONECO Advisors
Connecticut
$558K +$308K +13,103 +123%
TF
43
TLWM Financial
Texas
$513K – – –
KF
44
Krilogy Financial
Missouri
$508K -$30.5K -1,300 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$490K +$65.3K +2,779 +15%
AFA
46
AA Financial Advisors
Ohio
$484K +$40K +1,704 +9%
MWA
47
Midland Wealth Advisors
Illinois
$474K +$25.2K +1,075 +6%
CAM
48
Clark Asset Management
New Hampshire
$452K +$213K +9,066 +89%
OIA
49
OneDigital Investment Advisors
Kansas
$446K +$446K +18,978 New
RHP
50
Royal Harbor Partners
Texas
$424K -$40.6K -1,731 -9%
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