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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

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
Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.33%
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

1
SA
1
Sanctuary Advisors
Indiana
$4.1M
2
Wells Fargo
2
Wells Fargo
California
$6.69M
3
LPL Financial
3
LPL Financial
California
$6.64M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.39M
5
CW
5
CreativeOne Wealth
Kansas
$1.29M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3M
2
Bank of America
2
Bank of America
North Carolina
$4.62M
3
RJA
3
Raymond James & Associates
Florida
$1.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.3M
5
FTUS
5
Flow Traders U.S.
New York
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
51
Sentinel Pension Advisors
Massachusetts
$472K +$60.9K +2,569 +15%
Citadel Advisors
52
Citadel Advisors
Florida
$455K +$455K +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 +$49.2K +2,076 +20%
HIP
68
HUB Investment Partners
Texas
$277K +$277K +11,669 New
DWM
69
Denver Wealth Management
Colorado
$268K +$2.02K +85 +0.8%
SWM
70
Silverlake Wealth Management
Vermont
$259K – – –
FCAS
71
First Command Advisory Services
Texas
$253K +$121K +5,090 +91%
HWM
72
Howard Wealth Management
Connecticut
$253K +$253K +10,670 New
JCM
73
Jacobi Capital Management
Pennsylvania
$250K +$32.2K +1,357 +15%
KC
74
Kades & Cheifetz
Pennsylvania
$224K +$224K +9,468 New
KV
75
Kickstand Ventures
New York
$224K +$224K +9,463 New
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