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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

92 hedge funds and large institutions have $120M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $107M → $120M (+$12.7M)

11% more funds holding

Funds holding: 83 → 92 (+9)

3.18% less ownership

Funds ownership: 72.38% → 69.2% (-3.2%)

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
+$2.26M
2
Wells Fargo
Wells Fargo
California
+$1.75M
3
LPL Financial
LPL Financial
California
+$1.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M
5
CW
CreativeOne Wealth
Kansas
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.84M
2
Bank of America
Bank of America
North Carolina
-$2.7M
3
RJA
Raymond James & Associates
Florida
-$863K
4
Morgan Stanley
Morgan Stanley
New York
-$626K
5
FTUS
Flow Traders U.S.
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.29M +$1.28M +54,250 New
Stifel Financial
27
Stifel Financial
Missouri
$1.27M +$1,000K +42,252 +368%
FWM
28
Fortress Wealth Management
California
$1.22M +$8.56K +362 +0.7%
SC
29
Savant Capital
Illinois
$1.1M +$333K +14,070 +43%
FF
30
Farnam Financial
Arizona
$1.07M +$1.07M +45,230 New
ACM
31
AlphaStar Capital Management
North Carolina
$1.05M +$73.7K +3,116 +8%
APA
32
Astoria Portfolio Advisors
New York
$1.02M -$5.39K -228 -0.5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$985K +$99.6K +4,211 +11%
ACA
34
Aptus Capital Advisors
Alabama
$981K +$99.6K +4,211 +11%
PWM
35
Paulson Wealth Management
Illinois
$973K +$151K +6,374 +18%
VWWMG
36
Vermillion & White Wealth Management Group
Pennsylvania
$924K – – –
MA
37
MONECO Advisors
Connecticut
$914K +$350K +14,796 +62%
HGA
38
Hobbs Group Advisors
South Carolina
$910K +$8.9K +376 +1%
Brown Advisory
39
Brown Advisory
Maryland
$906K +$203K +8,568 +29%
EH
40
Equitable Holdings
New York
$812K -$42.3K -1,789 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$786K +$67.9K +2,871 +9%
MWM
42
Meridian Wealth Management
Kentucky
$768K +$45.9K +1,938 +6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$735K +$167K +7,039 +29%
Goldman Sachs
44
Goldman Sachs
New York
$645K +$644K +27,212 New
MML Investors Services
45
MML Investors Services
Massachusetts
$626K +$30.4K +1,283 +5%
CAM
46
Clark Asset Management
New Hampshire
$529K +$72.7K +3,074 +16%
AFA
47
AA Financial Advisors
Ohio
$529K +$40.1K +1,695 +8%
TF
48
TLWM Financial
Texas
$518K – – –
AA
49
Addison Advisors
Vermont
$488K +$106K +4,465 +28%
MWA
50
Midland Wealth Advisors
Illinois
$479K – – –
1
2
3 4

BSMR Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q3 2024, worth a combined $120M — up 12% from $107M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMR positions and 4 closed out — a net gain of 11 holders — while 49 added to existing stakes and 14 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 92 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $120M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q3 2024 was Sanctuary Advisors, an estimated $2.26M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2024.