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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

143 hedge funds and large institutions have $243M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 33

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $237M → $243M (+$6.75M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.06% less ownership

Funds ownership: 72.9% → 70.84% (-2.1%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
68
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.52M
2
AUB
Atlantic Union Bankshares
Virginia
+$2.51M
3
MWM
Mission Wealth Management
California
+$1.48M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.41M
5
OMC
Old Mission Capital
Illinois
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$2.83M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.67M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.28M
4
SF
Summit Financial
New Jersey
-$1.38M
5
HBT
Hills Bank & Trust
Iowa
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$1.1M – – –
RSA
52
River Street Advisors
Illinois
$1.09M +$2.36K +100 +0.2%
Jane Street
53
Jane Street
New York
$1.09M +$1.09M +46,035 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.09M -$28.3K -1,199 -3%
WA
55
Waverly Advisors
Alabama
$1.08M +$83.5K +3,535 +8%
AWM
56
Accurate Wealth Management
Florida
$1.01M +$108K +4,572 +12%
WJA
57
Willis Johnson & Associates
Texas
$1M +$3.95K +167 +0.4%
JCM
58
Jacobi Capital Management
Pennsylvania
$988K +$559K +23,650 +130%
LC
59
Landaas & Company
Wisconsin
$973K +$100K +4,251 +12%
VWWMG
60
Vermillion & White Wealth Management Group
Pennsylvania
$932K +$9.36K +396 +1%
MWM
61
Meridian Wealth Management
Kentucky
$921K – – –
WB
62
Webster Bank
Connecticut
$915K – – –
SA
63
Sanctuary Advisors
Indiana
$911K -$2.83M -119,649 -76%
ACM
64
AlphaStar Capital Management
North Carolina
$893K -$8.37K -354 -0.9%
SVWA
65
Sarver Vrooman Wealth Advisors
Missouri
$854K +$1.7K +72 +0.2%
OFS
66
OneAscent Financial Services
Alabama
$768K +$17.6K +746 +2%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$755K – – –
MWM
68
Marietta Wealth Management
Georgia
$722K – – –
WPC
69
Wedmont Private Capital
Pennsylvania
$720K +$720K +30,480 New
HIP
70
HUB Investment Partners
Texas
$715K +$180K +7,622 +34%
SPA
71
Sentinel Pension Advisors
Massachusetts
$686K +$402 +17 +0.1%
HGA
72
Hobbs Group Advisors
South Carolina
$672K -$22.8K -965 -3%
HNB
73
Huntington National Bank
Ohio
$629K – – –
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$625K -$140K -5,937 -18%
WA
75
WESPAC Advisors
California
$612K – – –
1 2
3
4 5

BSMR Hedge Fund Activity: Q2 2026 in Review

143 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2026, worth a combined $243M — up 2.9% from $237M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMR positions and 8 closed out — a net gain of 5 holders — while 68 added to existing stakes and 33 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $2.52M. The largest seller was Sanctuary Advisors, cutting an estimated $2.83M.

  • 143 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2026, up from 142 in Q1 2026.
  • Funds reported $243M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2026, up 2.9% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2026 and 8 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2026 was Integrated Wealth Concepts, an estimated $2.52M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2026 was Sanctuary Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2026.