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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

92 hedge funds and large institutions have $120M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$4.1M
2
Wells Fargo
2
Wells Fargo
California
$6.69M
3
LPL Financial
3
LPL Financial
California
$6.64M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.39M
5
CW
5
CreativeOne Wealth
Kansas
$1.29M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3M
2
Bank of America
2
Bank of America
North Carolina
$4.62M
3
RJA
3
Raymond James & Associates
Florida
$1.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.3M
5
FTUS
5
Flow Traders U.S.
New York
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWS
76
Higgins & Schmidt Wealth Strategies
Colorado
$221K +$17.3K +728 +8%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$220K +$220K +9,267 New
VAMG
78
Voisard Asset Management Group
Michigan
$211K +$211K +8,900 New
ASN
79
Advisory Services Network
Georgia
$206K – – –
HNB
80
Huntington National Bank
Ohio
$200K -$149K – –
KOCAA
81
Knights of Columbus Asset Advisors
Connecticut
$167K +$167K +7,060 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$131K +$118K +4,994 +918%
SPIA
83
Steward Partners Investment Advisory
New York
$131K -$124K -5,235 -49%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$127K +$98.8K +4,163 +347%
WB
85
Webster Bank
Connecticut
$74.9K +$15.1K +635 +25%
RSA
86
River Street Advisors
Illinois
$49.8K +$49.8K +2,100 New
IA
87
IFP Advisors
Florida
$47.1K +$213 +9 +0.5%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
AF
89
Advisornet Financial
Minnesota
$26.9K +$8.34K +352 +45%
Comerica Bank
90
Comerica Bank
Texas
$23.9K +$308 +13 +1%
OP
91
ORG Partners
Indiana
$20.1K – – –
WBC
92
West Branch Capital
Massachusetts
$11.9K – – –
Bessemer Group
93
Bessemer Group
New Jersey
$10K +$10K +437 New
RHP
94
Royal Harbor Partners
Texas
– -$424K -18,042 Closed
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
– -$256K -10,898 Closed
CB
96
Chris Bulman
California
– -$19.7K -841 Closed
CAL
97
Capital Analysts LLC
Pennsylvania
– -$15K -646 Closed
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