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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

108 hedge funds and large institutions have $138M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

17% more funds holding

Funds holding: 92 → 108 (+16)

15% more capital invested

Capital invested by funds: $120M → $138M (+$18.2M)

1.11% more ownership

Funds ownership: 69.2% → 70.31% (+1.1%)

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$1.53M
2
Morgan Stanley
Morgan Stanley
New York
+$1.4M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.19M
4
Invesco
Invesco
Georgia
+$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
3
CW
CreativeOne Wealth
Kansas
-$1.29M
4
Goldman Sachs
Goldman Sachs
New York
-$645K
5
KAS
Kestra Advisory Services
Texas
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$529K +$202K +8,530 +62%
TF
52
TLWM Financial
Texas
$526K +$10.3K +436 +2%
KCM
53
Kathmere Capital Management
Pennsylvania
$523K +$525K +22,158 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$489K +$200K +8,427 +68%
Lido Advisors
55
Lido Advisors
California
$486K +$197K +8,300 +67%
AA
56
Addison Advisors
Vermont
$484K -$2.37K -100 -0.5%
MWA
57
Midland Wealth Advisors
Illinois
$477K – – –
AFA
58
AA Financial Advisors
Ohio
$474K -$52.8K -2,226 -10%
OIA
59
OneDigital Investment Advisors
Kansas
$448K – – –
IAA
60
Independent Advisor Alliance
North Carolina
$419K +$421K +17,752 New
HNB
61
Huntington National Bank
Ohio
$414K – – –
WA
62
WESPAC Advisors
California
$409K – – –
BFA
63
Bill Few Associates
Pennsylvania
$404K – – –
YP
64
YANKCOM Partnership
South Dakota
$397K +$398K +16,803 New
BPA
65
Beacon Pointe Advisors
California
$385K +$47.5K +2,006 +14%
SFG
66
Sterling Financial Group
California
$379K +$5.85K +247 +2%
BEI
67
Benjamin Edwards Inc
Missouri
$373K +$3.46K +146 +0.9%
HWM
68
Horizons Wealth Management
North Carolina
$372K – – –
CW
69
Cooksen Wealth
Texas
$351K – – –
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$331K – – –
CF
71
Collier Financial
Colorado
$329K +$330K +13,923 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$328K +$329K +13,883 New
FIM
73
Freedom Investment Management
Connecticut
$300K +$301K +12,705 New
HWM
74
Howard Wealth Management
Connecticut
$298K +$46.1K +1,945 +18%
KF
75
Krilogy Financial
Missouri
$291K – – –
1 2
3
4 5

BSMR Hedge Fund Activity: Q4 2024 in Review

108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2024, worth a combined $138M — up 15% from $120M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSMR positions and 9 closed out — a net gain of 18 holders — while 51 added to existing stakes and 11 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 108 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $138M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2024 and 9 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2024 was Atlantic Union Bankshares, an estimated $1.53M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2024 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2024.