Invesco BulletShares 2027 Municipal Bond ETF
BSMR
83 hedge funds and large institutions have $107M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
207% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 14
32% more capital invested
Capital invested by funds: $81.2M → $107M (+$26M)
12% more funds holding
Funds holding: 74 → 83 (+9)
6.44% more ownership
Funds ownership: 65.94% → 72.38% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.49M |
| 2 |
Jane Street
New York
|
+$5.55M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.55M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.02M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$918K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSA
River Street Advisors
Aurora,
Illinois
|
-$828K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$570K |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$407K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$378K |
| 5 |
OA
Oceanside Advisors
Mount Pleasant,
South Carolina
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | – | – | – |
|
77
Jones Financial Companies
Des Peres,
Missouri
| $28.1K | +$28.2K | +1,198 | New |
|
78
Comerica Bank
Dallas,
Texas
| $23.4K | – | – | – |
|
|
OP
79
ORG Partners
Roanoke,
Indiana
| $19.9K | +$20K | +850 | New |
|
|
CB
80
Chris Bulman
Roseville,
California
| $19.7K | +$19.8K | +841 | New |
|
|
AF
81
Advisornet Financial
Minnetonka,
Minnesota
| $18.4K | – | – | – |
|
|
CAL
82
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $15K | – | – | – |
|
83
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12.8K | +$1.65K | +70 | +15% |
|
|
WBC
84
West Branch Capital
Amherst,
Massachusetts
| $11.7K | – | – | – |
|
|
RSA
85
River Street Advisors
Aurora,
Illinois
| – | -$828K | -35,000 | Closed |
|
|
OA
86
Oceanside Advisors
Mount Pleasant,
South Carolina
| – | -$369K | -15,620 | Closed |
|
|
FFG
87
Foundry Financial Group
Laconia,
New Hampshire
| – | -$249K | -10,544 | Closed |
|
|
LWMG
88
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| – | -$250K | -10,475 | Closed |
|
BSMR Hedge Fund Activity: Q2 2024 in Review
83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2024, worth a combined $107M — up 32% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSMR positions and 4 closed out — a net gain of 9 holders — while 43 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.49M. The largest seller was River Street Advisors, exiting entirely with an estimated $828K sold.
- 83 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2024, up from 74 in Q1 2024.
- Funds reported $107M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2024, up 32% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +9 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.49M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2024 was River Street Advisors, an estimated $828K sold.
Based on aggregated 13F filings for Q2 2024.