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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

113 hedge funds and large institutions have $162M 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, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+5
Holders Change %
+4.63%
% 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
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
Central Valley Advisors
California
+$4.37M
2
Wells Fargo
Wells Fargo
California
+$2.66M
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

1
FWM
Fortress Wealth Management
California
-$1.22M
2
KCM
Kathmere Capital Management
Pennsylvania
-$523K
3
IAA
Independent Advisor Alliance
North Carolina
-$419K
4
HNB
Huntington National Bank
Ohio
-$414K
5
SC
Savant Capital
Illinois
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$726K – – –
SC
52
Savant Capital
Illinois
$725K -$322K -13,674 -31%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$700K +$173K +7,341 +33%
SPA
54
Sentinel Pension Advisors
Massachusetts
$682K +$34.9K +1,484 +5%
SG
55
StoneX Group
New York
$665K +$34K +1,444 +5%
OIA
56
OneDigital Investment Advisors
Kansas
$547K +$99.6K +4,228 +22%
CAM
57
Clark Asset Management
New Hampshire
$532K +$3.04K +129 +0.6%
TF
58
TLWM Financial
Texas
$527K +$2.9K +123 +0.6%
AA
59
Addison Advisors
Vermont
$503K +$20.3K +860 +4%
Lido Advisors
60
Lido Advisors
California
$485K – – –
AFA
61
AA Financial Advisors
Ohio
$485K +$12.2K +520 +3%
HNB
62
Huntington National Bank
Ohio
$482K -$414K – –
MWA
63
Midland Wealth Advisors
Illinois
$476K – – –
SFG
64
Sterling Financial Group
California
$438K +$58.9K +2,500 +16%
HI
65
Harbour Investments
Wisconsin
$420K +$410K +17,393 +4,092%
WA
66
WESPAC Advisors
California
$408K – – –
BFA
67
Bill Few Associates
Pennsylvania
$403K – – –
HT
68
Heritage Trust
Oklahoma
$400K +$144K +6,124 +56%
YP
69
YANKCOM Partnership
South Dakota
$396K – – –
BPA
70
Beacon Pointe Advisors
California
$385K +$141 +6 +0%
HWM
71
Horizons Wealth Management
North Carolina
$371K – – –
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$362K +$35.1K +1,489 +11%
KV
73
Kickstand Ventures
New York
$357K +$135K +5,715 +60%
CW
74
Cooksen Wealth
Texas
$352K – – –
WWA
75
Wingate Wealth Advisors
Massachusetts
$351K +$151K +6,411 +75%
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3
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