BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

108 hedge funds and large institutions have $138M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.71M
2
AUB
2
Atlantic Union Bankshares
Virginia
$5.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.19M
5
Invesco
5
Invesco
Georgia
$5.67M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$943K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$1.19M 50,266 +50,266 New
ACM
27
AlphaStar Capital Management
North Carolina
$1.17M 49,410 +5,237 +12%
APA
28
Astoria Portfolio Advisors
New York
$1.16M 49,185 +6,356 +15%
Stifel Financial
29
Stifel Financial
Missouri
$1.15M 48,935 -4,794 -9%
PFG
30
PAX Financial Group
Texas
$1.14M 48,143 +48,143 New
Brown Advisory
31
Brown Advisory
Maryland
$1.1M 46,644 +8,424 +22%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.1M 46,575 +15,556 +50%
FNB
33
Farmers National Bank
Kentucky
$1.07M 45,439 +45,439 New
FF
34
Farnam Financial
Arizona
$1.07M 45,230 – –
SC
35
Savant Capital
Illinois
$1.05M 44,475 -1,981 -4%
PWM
36
Paulson Wealth Management
Illinois
$1.03M 43,627 +2,559 +6%
EH
37
Equitable Holdings
New York
$977K 41,409 +7,136 +21%
ACA
38
Aptus Capital Advisors
Alabama
$977K 41,391 – –
KAS
39
Kestra Advisory Services
Texas
$943K 39,962 -20,823 -34%
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
$933K 39,517 +39,517 New
VWWMG
41
Vermillion & White Wealth Management Group
Pennsylvania
$921K 39,007 – –
HGA
42
Hobbs Group Advisors
South Carolina
$910K 38,573 +190 +0.5%
MML Investors Services
43
MML Investors Services
Massachusetts
$874K 37,038 +10,633 +40%
MWM
44
Meridian Wealth Management
Kentucky
$840K 35,584 +3,164 +10%
FCAS
45
First Command Advisory Services
Texas
$763K 32,335 +21,641 +202%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$728K 30,848 +30,848 New
HBT
47
Hills Bank & Trust
Iowa
$711K 30,121 +30,121 New
SPA
48
Sentinel Pension Advisors
Massachusetts
$649K 27,487 +7,587 +38%
SG
49
StoneX Group
New York
$633K 26,815 +26,815 New
CAM
50
Clark Asset Management
New Hampshire
$530K 22,458 +123 +0.6%
1
2
3 4 5