Invesco BulletShares 2027 Municipal Bond ETF
BSMR
51 hedge funds and large institutions have $57.9M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 4 closing their positions.
440% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
13% more funds holding
Funds holding: 45 → 51 (+6)
1% more capital invested
Capital invested by funds: $57.3M → $57.9M (+$597K)
2.02% less ownership
Funds ownership: 68.26% → 66.24% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.27M |
| 2 |
JP Morgan Chase
New York
|
+$909K |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$836K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$799K |
| 5 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$758K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.31M |
| 2 |
LPL Financial
San Diego,
California
|
-$698K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$559K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$324K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $15K | – | – | – |
|
|
WBC
52
West Branch Capital
Amherst,
Massachusetts
| $11.8K | – | – | – |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$559K | -23,406 | Closed |
|
|
CA
54
Claro Advisors
Boston,
Massachusetts
| – | -$275K | -11,500 | Closed |
|
|
MOS
55
MGO One Seven
Beachwood,
Ohio
| – | -$211K | -8,819 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$18.2K | -762 | Closed |
|
BSMR Hedge Fund Activity: Q2 2023 in Review
51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2023, worth a combined $57.9M — up 1% from $57.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSMR positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $2.27M. The largest seller was Morgan Stanley, cutting an estimated $9.31M.
- 51 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2023, up from 45 in Q1 2023.
- Funds reported $57.9M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2023, up 1% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2023 and 4 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.27M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $9.31M sold.
Based on aggregated 13F filings for Q2 2023.