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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
61
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
Central Valley Advisors
California
+$4.37M
2
Wells Fargo
Wells Fargo
California
+$2.66M
3
Jane Street
Jane Street
New York
+$1.95M
4
HBT
Hills Bank & Trust
Iowa
+$1.14M
5
PWP
Precedent Wealth Partners
Texas
+$1.01M

Top Sellers

1
FWM
Fortress Wealth Management
California
-$1.22M
2
KCM
Kathmere Capital Management
Pennsylvania
-$523K
3
IAA
Independent Advisor Alliance
North Carolina
-$419K
4
HNB
Huntington National Bank
Ohio
-$414K
5
SC
Savant Capital
Illinois
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.51M +$90.7K +3,853 +6%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.42M +$551K +23,390 +63%
CA
28
CGN Advisors
Kansas
$1.36M -$4.8K -204 -0.4%
APA
29
Astoria Portfolio Advisors
New York
$1.32M +$181K +7,808 +16%
Stifel Financial
30
Stifel Financial
Missouri
$1.3M +$153K +6,477 +13%
CWM
31
Cornerstone Wealth Management
Missouri
$1.29M +$107K +4,532 +9%
PFG
32
PAX Financial Group
Texas
$1.28M +$147K +6,263 +13%
FFN
33
Focus Financial Network
Minnesota
$1.2M +$959K +40,727 +402%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.17M +$74.1K +3,147 +7%
FF
35
Farnam Financial
Arizona
$1.11M +$49.7K +2,110 +5%
FNB
36
Farmers National Bank
Kentucky
$1.1M +$32.4K +1,375 +3%
Brown Advisory
37
Brown Advisory
Maryland
$1.1M – – –
VWWMG
38
Vermillion & White Wealth Management Group
Pennsylvania
$1.1M +$179K +7,591 +19%
EH
39
Equitable Holdings
New York
$1.08M +$110K +4,660 +11%
PWM
40
Paulson Wealth Management
Illinois
$1.05M +$20.9K +887 +2%
S
41
SignatureFD
Georgia
$1M +$847K +35,950 +535%
ACA
42
Aptus Capital Advisors
Alabama
$1M +$25.6K +1,088 +3%
KAS
43
Kestra Advisory Services
Texas
$990K +$49K +2,081 +5%
ACM
44
AlphaStar Capital Management
North Carolina
$951K -$212K -9,010 -18%
Toronto Dominion Bank
45
Toronto Dominion Bank
Ontario, Canada
$951K +$20.7K +878 +2%
HGA
46
Hobbs Group Advisors
South Carolina
$908K -$612 -26 -0.1%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$888K +$400K +16,983 +82%
SVWA
48
Sarver Vrooman Wealth Advisors
Missouri
$829K +$829K +35,185 New
FCAS
49
First Command Advisory Services
Texas
$801K +$39.4K +1,674 +5%
MWM
50
Meridian Wealth Management
Kentucky
$792K -$46K -1,952 -5%
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