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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

74 hedge funds and large institutions have $81.2M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$5.31M
2
KFI
Key Financial Inc
Pennsylvania
$5.82M
3
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$923K
4
ACA
Aptus Capital Advisors
Alabama
$859K
5
RSA
River Street Advisors
Illinois
$828K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
SFG
Sterling Financial Group
California
$440K
4
Jane Street
Jane Street
New York
$244K
5
CA
CGN Advisors
Kansas
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$314K +$4.42K +187 +1%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$308K – – –
BFA
53
Bill Few Associates
Pennsylvania
$304K +$39.7K +1,680 +15%
SPA
54
Sentinel Pension Advisors
Massachusetts
$289K +$289K +12,221 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$276K +$182K +7,702 +194%
DWM
56
Denver Wealth Management
Colorado
$261K +$7.03K +297 +3%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$261K -$202K -8,547 -44%
SWM
58
Silverlake Wealth Management
Vermont
$258K +$258K +10,924 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$257K +$1.07K +45 +0.4%
MA
60
MONECO Advisors
Connecticut
$252K -$6.51K -275 -3%
LWMG
61
Levy Wealth Management Group
Pennsylvania
$250K – – –
FFG
62
Foundry Financial Group
New Hampshire
$249K +$28K +1,184 +13%
Jane Street
63
Jane Street
New York
$244K -$1M -42,475 -80%
CAM
64
Clark Asset Management
New Hampshire
$241K +$1.61K +68 +0.7%
HSWS
65
Higgins & Schmidt Wealth Strategies
Colorado
$204K +$204K +8,636 New
HNB
66
Huntington National Bank
Ohio
$130K -$161K – –
FCAS
67
First Command Advisory Services
Texas
$70.4K +$70.4K +2,975 New
WB
68
Webster Bank
Connecticut
$59.7K +$19.9K +840 +50%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
Comerica Bank
70
Comerica Bank
Texas
$23.6K +$7.1K +300 +43%
AF
71
Advisornet Financial
Minnesota
$18.5K – – –
IA
72
IFP Advisors
Florida
$16.6K – – –
CAL
73
Capital Analysts LLC
Pennsylvania
$15K – – –
WBC
74
West Branch Capital
Massachusetts
$11.8K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$11.2K +$11.2K +474 New
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