Invesco BulletShares 2027 Municipal Bond ETF
BSMR
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.
New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$11.8M |
| 2 |
2
Jane Street
New York
|
$5.79M |
| 3 |
3
Bank of America
Charlotte,
North Carolina
|
$7.25M |
| 4 |
AI
4
Atria Investments
Charlotte,
North Carolina
|
$2.02M |
| 5 |
FTUS
5
Flow Traders U.S.
New York
|
$917K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | – | – | – |
|
77
Jones Financial Companies
Des Peres,
Missouri
| $28.1K | +$28.1K | +1,198 | New |
|
78
Comerica Bank
Dallas,
Texas
| $23.4K | – | – | – |
|
|
OP
79
ORG Partners
Roanoke,
Indiana
| $19.9K | +$19.9K | +850 | New |
|
|
CB
80
Chris Bulman
Roseville,
California
| $19.7K | +$19.7K | +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 | +$1.64K | +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 |
|