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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

83 hedge funds and large institutions have $107M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
Jane Street
2
Jane Street
New York
$5.79M
3
Bank of America
3
Bank of America
North Carolina
$7.25M
4
AI
4
Atria Investments
North Carolina
$2.02M
5
FTUS
5
Flow Traders U.S.
New York
$917K

Top Sellers

1
RSA
1
River Street Advisors
Illinois
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$252K
3
WA
3
WESPAC Advisors
California
$407K
4
Wells Fargo
4
Wells Fargo
California
$4.89M
5
OA
5
Oceanside Advisors
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
51
Sentinel Pension Advisors
Massachusetts
$407K +$120K +5,110 +42%
WA
52
WESPAC Advisors
California
$407K -$407K -17,322 -50%
BFA
53
Bill Few Associates
Pennsylvania
$402K +$100K +4,260 +33%
AA
54
Addison Advisors
Vermont
$379K +$21K +895 +6%
SFG
55
Sterling Financial Group
California
$372K -$65.3K -2,780 -15%
HWM
56
Horizons Wealth Management
North Carolina
$363K +$16.9K +714 +5%
BPA
57
Beacon Pointe Advisors
California
$361K +$30K +1,279 +9%
CW
58
Cooksen Wealth
Texas
$349K – – –
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$329K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$306K +$31.7K +1,348 +12%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$303K -$3K -128 -1%
Stifel Financial
62
Stifel Financial
Missouri
$269K -$42.7K -1,817 -14%
DWM
63
Denver Wealth Management
Colorado
$264K +$4.77K +203 +2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$259K +$352 +15 +0.1%
SWM
65
Silverlake Wealth Management
Vermont
$256K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$256K +$1.08K +46 +0.4%
SPIA
67
Steward Partners Investment Advisory
New York
$252K -$569K -24,235 -69%
Lido Advisors
68
Lido Advisors
California
$240K +$240K +10,236 New
JCM
69
Jacobi Capital Management
Pennsylvania
$216K +$216K +9,187 New
ASN
70
Advisory Services Network
Georgia
$206K +$206K +8,760 New
HSWS
71
Higgins & Schmidt Wealth Strategies
Colorado
$202K -$423 -18 -0.2%
HNB
72
Huntington National Bank
Ohio
$149K -$130K – –
FCAS
73
First Command Advisory Services
Texas
$132K +$61.7K +2,629 +88%
WB
74
Webster Bank
Connecticut
$59.3K – – –
IA
75
IFP Advisors
Florida
$46.4K +$30K +1,278 +183%
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3
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