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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

142 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $211M → $237M (+$25.3M)

4% more funds holding

Funds holding: 137 → 142 (+5)

2.08% more ownership

Funds ownership: 70.83% → 72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
72
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.32M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.13M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.28M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.78M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.69M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$5.77M
2
EC
Elequin Capital
New York
-$3.68M
3
STA
Summit Trail Advisors
New York
-$792K
4
KOC
Koss-Olinger Consulting
Florida
-$770K
5
SA
Sanctuary Advisors
Indiana
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
76
Heritage Trust
Oklahoma
$559K +$130K +5,474 +30%
APP
77
Avantax Planning Partners
Iowa
$550K +$53.6K +2,258 +11%
YP
78
YANKCOM Partnership
South Dakota
$549K – – –
AA
79
Addison Advisors
Vermont
$548K +$15.9K +672 +3%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$546K +$225K +9,475 +70%
HI
81
Harbour Investments
Wisconsin
$543K +$107K +4,501 +24%
SFA
82
Sequoia Financial Advisors
Ohio
$541K -$131K -5,539 -20%
HIP
83
HUB Investment Partners
Texas
$535K +$537K +22,634 New
TF
84
TLWM Financial
Texas
$519K -$6.1K -257 -1%
VAMG
85
Voisard Asset Management Group
Michigan
$518K – – –
AFA
86
AA Financial Advisors
Ohio
$511K -$129K -5,455 -20%
HNB
87
Huntington National Bank
Ohio
$510K – – –
CFGA
88
Cambridge Financial Group (Arizona)
Arizona
$503K +$504K +21,255 New
JCM
89
Jacobi Capital Management
Pennsylvania
$429K +$2.37K +100 +0.6%
KV
90
Kickstand Ventures
New York
$425K -$8.31K -350 -2%
HWM
91
Horizons Wealth Management
North Carolina
$417K – – –
SFG
92
SNS Financial Group
Minnesota
$413K – – –
BFA
93
Bill Few Associates
Pennsylvania
$405K – – –
CA
94
Clearstead Advisors
Ohio
$399K – – –
CIC
95
Carnegie Investment Counsel
Ohio
$388K +$389K +16,393 New
BPA
96
Beacon Pointe Advisors
California
$367K +$121K +5,088 +49%
WWA
97
Wingate Wealth Advisors
Massachusetts
$362K +$2.42K +102 +0.7%
CW
98
Cooksen Wealth
Texas
$352K – – –
PFS
99
Prospera Financial Services
Texas
$348K +$33.7K +1,420 +11%
SWM
100
Silverlake Wealth Management
Vermont
$346K +$142 +6 +0%
2 3
4
5 6

BSMR Hedge Fund Activity: Q1 2026 in Review

142 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2026, worth a combined $237M — up 12% from $211M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSMR positions and 12 closed out — a net gain of 6 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $5.77M sold.

  • 142 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2026, up from 137 in Q4 2025.
  • Funds reported $237M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2026 and 12 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2026 was Bank of America, an estimated $4.32M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2026 was Confluence Investment Management, an estimated $5.77M sold.

Based on aggregated 13F filings for Q1 2026.