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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

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
Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.33%
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

1
SA
1
Sanctuary Advisors
Indiana
$4.1M
2
Wells Fargo
2
Wells Fargo
California
$6.69M
3
LPL Financial
3
LPL Financial
California
$6.64M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.39M
5
CW
5
CreativeOne Wealth
Kansas
$1.29M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3M
2
Bank of America
2
Bank of America
North Carolina
$4.62M
3
RJA
3
Raymond James & Associates
Florida
$1.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.3M
5
FTUS
5
Flow Traders U.S.
New York
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$1.29M +$1.29M +54,250 New
Stifel Financial
27
Stifel Financial
Missouri
$1.27M +$1M +42,252 +368%
FWM
28
Fortress Wealth Management
California
$1.22M +$8.58K +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 +$73.9K +3,116 +8%
APA
32
Astoria Portfolio Advisors
New York
$1.02M -$5.41K -228 -0.5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$985K +$99.8K +4,211 +11%
ACA
34
Aptus Capital Advisors
Alabama
$981K +$99.8K +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 +$351K +14,796 +62%
HGA
38
Hobbs Group Advisors
South Carolina
$910K +$8.91K +376 +1%
Brown Advisory
39
Brown Advisory
Maryland
$906K +$203K +8,568 +29%
EH
40
Equitable Holdings
New York
$812K -$42.4K -1,789 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$786K +$68K +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 +$645K +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 +$72.9K +3,074 +16%
AFA
47
AA Financial Advisors
Ohio
$529K +$40.2K +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