BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

70 hedge funds and large institutions have $80.5M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
KFI
2
Key Financial Inc
Pennsylvania
$4.82M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.28M
5
FWM
5
Fortress Wealth Management
California
$1.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$268K
2
SFG
2
Sterling Financial Group
California
$2.15M
3
Jane Street
3
Jane Street
New York
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MOS
5
MGO One Seven
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Addison Advisors
Vermont
$275K 11,495 +300 +3%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$268K 11,225 -110,820 -91%
BFA
53
Bill Few Associates
Pennsylvania
$267K 11,179 +11,179 New
MA
54
MONECO Advisors
Connecticut
$262K 10,946 +10,946 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$258K 10,807 +10,807 New
DWM
56
Denver Wealth Management
Colorado
$257K 10,734 +10,734 New
LWMG
57
Levy Wealth Management Group
Pennsylvania
$250K 10,475 +10,475 New
Creative Planning
58
Creative Planning
Kansas
$243K 10,150 -2,550 -20%
CAM
59
Clark Asset Management
New Hampshire
$242K 10,127 +71 +0.7%
FFG
60
Foundry Financial Group
New Hampshire
$224K 9,360 +9,360 New
HNB
61
Huntington National Bank
Ohio
– – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$95.1K 3,979 -3,830 -49%
WB
63
Webster Bank
Connecticut
$40.3K 1,685 – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$33K 1,393 – –
OP
65
ORG Partners
Indiana
$20.3K 850 – –
AF
66
Advisornet Financial
Minnesota
$18.7K 784 – –
ASN
67
Advisory Services Network
Georgia
$18.2K 762 +762 New
IA
68
IFP Advisors
Florida
$16.7K 700 – –
Comerica Bank
69
Comerica Bank
Texas
$16.6K 696 – –
CAL
70
Capital Analysts LLC
Pennsylvania
$15K 646 – –
WBC
71
West Branch Capital
Massachusetts
$12K 500 – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– – -9,777 Closed
MOS
73
MGO One Seven
Ohio
– – -8,819 Closed
CPC
74
Cookson Peirce & Co
Pennsylvania
– – -8,764 Closed
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
– – -2,460 Closed
1 2
3
4