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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

92 hedge funds and large institutions have $120M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $107M → $120M (+$12.7M)

11% more funds holding

Funds holding: 83 → 92 (+9)

3.18% less ownership

Funds ownership: 72.38% → 69.2% (-3.2%)

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
+$2.26M
2
Wells Fargo
Wells Fargo
California
+$1.75M
3
LPL Financial
LPL Financial
California
+$1.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M
5
CW
CreativeOne Wealth
Kansas
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.84M
2
Bank of America
Bank of America
North Carolina
-$2.7M
3
RJA
Raymond James & Associates
Florida
-$863K
4
Morgan Stanley
Morgan Stanley
New York
-$626K
5
FTUS
Flow Traders U.S.
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$472K +$60.8K +2,569 +15%
Citadel Advisors
52
Citadel Advisors
Florida
$455K +$454K +19,186 New
OIA
53
OneDigital Investment Advisors
Kansas
$450K – – –
WA
54
WESPAC Advisors
California
$411K – – –
BFA
55
Bill Few Associates
Pennsylvania
$406K – – –
SFG
56
Sterling Financial Group
California
$375K – – –
HWM
57
Horizons Wealth Management
North Carolina
$374K +$10K +423 +3%
BEI
58
Benjamin Edwards Inc
Missouri
$371K +$371K +15,663 New
CW
59
Cooksen Wealth
Texas
$352K – – –
PAG
60
Private Advisor Group
New Jersey
$339K -$303K -12,801 -47%
BPA
61
Beacon Pointe Advisors
California
$339K -$25.2K -1,065 -7%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$332K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$329K +$19.8K +837 +6%
FTUS
64
Flow Traders U.S.
New York
$307K -$618K -26,103 -67%
KF
65
Krilogy Financial
Missouri
$292K -$220K -9,300 -43%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$292K +$30.3K +1,279 +12%
Lido Advisors
67
Lido Advisors
California
$292K +$49.1K +2,076 +20%
HIP
68
HUB Investment Partners
Texas
$277K +$276K +11,669 New
DWM
69
Denver Wealth Management
Colorado
$268K +$2.01K +85 +0.8%
SWM
70
Silverlake Wealth Management
Vermont
$259K – – –
FCAS
71
First Command Advisory Services
Texas
$253K +$120K +5,090 +91%
HWM
72
Howard Wealth Management
Connecticut
$253K +$252K +10,670 New
JCM
73
Jacobi Capital Management
Pennsylvania
$250K +$32.1K +1,357 +15%
KC
74
Kades & Cheifetz
Pennsylvania
$224K +$224K +9,468 New
KV
75
Kickstand Ventures
New York
$224K +$224K +9,463 New
1 2
3
4

BSMR Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q3 2024, worth a combined $120M — up 12% from $107M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMR positions and 4 closed out — a net gain of 11 holders — while 49 added to existing stakes and 14 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 92 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $120M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q3 2024 was Sanctuary Advisors, an estimated $2.26M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2024.