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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

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.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

17% more funds holding

Funds holding: 92 → 108 (+16)

15% more capital invested

Capital invested by funds: $120M → $138M (+$18.2M)

1.11% more ownership

Funds ownership: 69.2% → 70.31% (+1.1%)

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.42%
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

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$1.53M
2
Morgan Stanley
Morgan Stanley
New York
+$1.4M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.19M
4
Invesco
Invesco
Georgia
+$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
3
CW
CreativeOne Wealth
Kansas
-$1.29M
4
Goldman Sachs
Goldman Sachs
New York
-$645K
5
KAS
Kestra Advisory Services
Texas
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$1.19M +$1.19M +50,266 New
ACM
27
AlphaStar Capital Management
North Carolina
$1.17M +$124K +5,237 +12%
APA
28
Astoria Portfolio Advisors
New York
$1.16M +$151K +6,356 +15%
Stifel Financial
29
Stifel Financial
Missouri
$1.15M -$114K -4,794 -9%
PFG
30
PAX Financial Group
Texas
$1.14M +$1.14M +48,143 New
Brown Advisory
31
Brown Advisory
Maryland
$1.1M +$200K +8,424 +22%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.1M +$369K +15,556 +50%
FNB
33
Farmers National Bank
Kentucky
$1.07M +$1.08M +45,439 New
FF
34
Farnam Financial
Arizona
$1.07M – – –
SC
35
Savant Capital
Illinois
$1.05M -$46.9K -1,981 -4%
PWM
36
Paulson Wealth Management
Illinois
$1.03M +$60.6K +2,559 +6%
EH
37
Equitable Holdings
New York
$977K +$169K +7,136 +21%
ACA
38
Aptus Capital Advisors
Alabama
$977K – – –
KAS
39
Kestra Advisory Services
Texas
$943K -$494K -20,823 -34%
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
$933K +$937K +39,517 New
VWWMG
41
Vermillion & White Wealth Management Group
Pennsylvania
$921K – – –
HGA
42
Hobbs Group Advisors
South Carolina
$910K +$4.5K +190 +0.5%
MML Investors Services
43
MML Investors Services
Massachusetts
$874K +$252K +10,633 +40%
MWM
44
Meridian Wealth Management
Kentucky
$840K +$75K +3,164 +10%
FCAS
45
First Command Advisory Services
Texas
$763K +$513K +21,641 +202%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$728K +$731K +30,848 New
HBT
47
Hills Bank & Trust
Iowa
$711K +$714K +30,121 New
SPA
48
Sentinel Pension Advisors
Massachusetts
$649K +$180K +7,587 +38%
SG
49
StoneX Group
New York
$633K +$636K +26,815 New
CAM
50
Clark Asset Management
New Hampshire
$530K +$2.92K +123 +0.6%
1
2
3 4 5

BSMR Hedge Fund Activity: Q4 2024 in Review

108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2024, worth a combined $138M — up 15% from $120M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSMR positions and 9 closed out — a net gain of 18 holders — while 51 added to existing stakes and 11 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 108 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $138M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2024 and 9 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2024 was Atlantic Union Bankshares, an estimated $1.53M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2024 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2024.