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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

114 hedge funds and large institutions have $166M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $138M → $166M (+$28M)

6% more funds holding

Funds holding: 108 → 114 (+6)

0.77% more ownership

Funds ownership: 70.31% → 71.08% (+0.77%)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
61
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CVA
Central Valley Advisors
California
+$4.39M
2
Wells Fargo
Wells Fargo
California
+$2.67M
3
Jane Street
Jane Street
New York
+$1.95M
4
HBT
Hills Bank & Trust
Iowa
+$1.14M
5
PWP
Precedent Wealth Partners
Texas
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
FWM
Fortress Wealth Management
California
-$1.22M
2
KCM
Kathmere Capital Management
Pennsylvania
-$523K
3
IAA
Independent Advisor Alliance
North Carolina
-$419K
4
SC
Savant Capital
Illinois
-$323K
5
KF
Krilogy Financial
Missouri
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$792K -$46.2K -1,952 -5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$726K – – –
SC
53
Savant Capital
Illinois
$725K -$323K -13,674 -31%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$700K +$174K +7,341 +33%
SPA
55
Sentinel Pension Advisors
Massachusetts
$682K +$35.1K +1,484 +5%
SG
56
StoneX Group
New York
$665K +$34.1K +1,444 +5%
OIA
57
OneDigital Investment Advisors
Kansas
$547K +$100K +4,228 +22%
CAM
58
Clark Asset Management
New Hampshire
$532K +$3.05K +129 +0.6%
TF
59
TLWM Financial
Texas
$527K +$2.91K +123 +0.6%
AA
60
Addison Advisors
Vermont
$503K +$20.3K +860 +4%
Lido Advisors
61
Lido Advisors
California
$485K – – –
AFA
62
AA Financial Advisors
Ohio
$485K +$12.3K +520 +3%
HNB
63
Huntington National Bank
Ohio
$482K – – –
MWA
64
Midland Wealth Advisors
Illinois
$476K – – –
SFG
65
Sterling Financial Group
California
$438K +$59.1K +2,500 +16%
HI
66
Harbour Investments
Wisconsin
$420K +$411K +17,393 +4,092%
WA
67
WESPAC Advisors
California
$408K – – –
BFA
68
Bill Few Associates
Pennsylvania
$403K – – –
HT
69
Heritage Trust
Oklahoma
$400K +$145K +6,124 +56%
YP
70
YANKCOM Partnership
South Dakota
$396K – – –
BPA
71
Beacon Pointe Advisors
California
$385K +$142 +6 +0%
HWM
72
Horizons Wealth Management
North Carolina
$371K – – –
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$362K +$35.2K +1,489 +11%
KV
74
Kickstand Ventures
New York
$357K +$135K +5,715 +60%
CW
75
Cooksen Wealth
Texas
$352K – – –
1 2
3
4 5

BSMR Hedge Fund Activity: Q1 2025 in Review

114 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2025, worth a combined $166M — up 20% from $138M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMR positions and 8 closed out — a net gain of 7 holders — while 61 added to existing stakes and 18 trimmed.

The largest buyer was Central Valley Advisors, opening a new position worth an estimated $4.39M. The largest seller was Fortress Wealth Management, exiting entirely with an estimated $1.22M sold.

  • 114 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $166M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2025 and 8 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2025 was Central Valley Advisors, an estimated $4.39M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2025 was Fortress Wealth Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2025.