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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

119 hedge funds and large institutions have $170M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
+$3.3M
2
EC
Elequin Capital
New York
+$2.09M
3
LPL Financial
LPL Financial
California
+$2.06M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.06M
5
MA
MONECO Advisors
Connecticut
+$975K

Top Sellers

1
AI
Atria Investments
North Carolina
-$2.4M
2
Jane Street
Jane Street
New York
-$1.95M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$951K
4
Osaic Holdings
Osaic Holdings
Arizona
-$749K
5
CA
CGN Advisors
Kansas
-$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$723K +$446 +19 +0.1%
CAM
52
Clark Asset Management
New Hampshire
$682K +$152K +6,474 +29%
FFN
53
Focus Financial Network
Minnesota
$661K -$533K -22,708 -45%
SPA
54
Sentinel Pension Advisors
Massachusetts
$660K -$19.6K -837 -3%
KOC
55
Koss-Olinger Consulting
Florida
$646K +$646K +27,514 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$634K -$63.5K -2,704 -9%
WA
57
WESPAC Advisors
California
$607K +$201K +8,550 +49%
Lido Advisors
58
Lido Advisors
California
$571K +$86.8K +3,700 +18%
OIA
59
OneDigital Investment Advisors
Kansas
$565K +$20K +852 +4%
YP
60
YANKCOM Partnership
South Dakota
$545K +$151K +6,423 +38%
AWM
61
Accurate Wealth Management
Florida
$539K +$539K +22,857 New
AFA
62
AA Financial Advisors
Ohio
$535K +$51.5K +2,196 +11%
HGA
63
Hobbs Group Advisors
South Carolina
$530K -$374K -15,952 -41%
TF
64
TLWM Financial
Texas
$526K – – –
SG
65
StoneX Group
New York
$519K -$145K -6,160 -22%
MWM
66
Marietta Wealth Management
Georgia
$502K +$502K +21,380 New
AA
67
Addison Advisors
Vermont
$471K -$31K -1,321 -6%
SFG
68
Sterling Financial Group
California
$432K -$3.64K -155 -0.8%
HI
69
Harbour Investments
Wisconsin
$427K +$9.01K +384 +2%
PAG
70
Private Advisor Group
New Jersey
$419K +$134K +5,715 +47%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$404K +$144K +6,131 +55%
BFA
72
Bill Few Associates
Pennsylvania
$402K – – –
VAMG
73
Voisard Asset Management Group
Michigan
$399K +$90.4K +3,850 +29%
KV
74
Kickstand Ventures
New York
$398K +$42.2K +1,799 +12%
HT
75
Heritage Trust
Oklahoma
$379K -$19.5K -830 -5%
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3
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