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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

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

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

32% more capital invested

Capital invested by funds: $81.2M → $107M (+$26M)

12% more funds holding

Funds holding: 74 → 83 (+9)

6.44% more ownership

Funds ownership: 65.94% → 72.38% (+6.4%)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.2%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.49M
2
Jane Street
Jane Street
New York
+$5.55M
3
Bank of America
Bank of America
North Carolina
+$4.55M
4
AI
Atria Investments
North Carolina
+$2.02M
5
FTUS
Flow Traders U.S.
New York
+$918K

Top Sellers

Rank Fund Capital Flow
1
RSA
River Street Advisors
Illinois
-$828K
2
SPIA
Steward Partners Investment Advisory
New York
-$570K
3
WA
WESPAC Advisors
California
-$407K
4
Wells Fargo
Wells Fargo
California
-$378K
5
OA
Oceanside Advisors
South Carolina
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
Astoria Portfolio Advisors
New York
$1.01M +$165 +7 +0%
ACM
27
AlphaStar Capital Management
North Carolina
$964K +$178K +7,573 +23%
FTUS
28
Flow Traders U.S.
New York
$917K +$918K +39,073 New
VWWMG
29
Vermillion & White Wealth Management Group
Pennsylvania
$916K – – –
HGA
30
Hobbs Group Advisors
South Carolina
$892K +$893K +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 +$37.1K +1,577 +5%
Brown Advisory
38
Brown Advisory
Maryland
$696K +$697K +29,652 New
PAG
39
Private Advisor Group
New Jersey
$637K +$193K +8,220 +43%
MML Investors Services
40
MML Investors Services
Massachusetts
$590K +$35K +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 -$30.6K -1,300 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$490K +$65.3K +2,779 +15%
AFA
46
AA Financial Advisors
Ohio
$484K +$40.1K +1,704 +9%
MWA
47
Midland Wealth Advisors
Illinois
$474K +$25.3K +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 -$40.7K -1,731 -9%
1
2
3 4

BSMR Hedge Fund Activity: Q2 2024 in Review

83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2024, worth a combined $107M — up 32% from $81.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMR positions and 4 closed out — a net gain of 9 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.49M. The largest seller was River Street Advisors, exiting entirely with an estimated $828K sold.

  • 83 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $107M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2024, up 32% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.49M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2024 was River Street Advisors, an estimated $828K sold.

Based on aggregated 13F filings for Q2 2024.