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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

108 hedge funds and large institutions have $138M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
1
Atlantic Union Bankshares
Virginia
$5.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.6M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.19M
4
Invesco
4
Invesco
Georgia
$5.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$943K
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Silverlake Wealth Management
Vermont
$278K 11,768 +844 +8%
KC
77
Kades & Cheifetz
Pennsylvania
$272K 11,506 +2,038 +22%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$272K 11,506 +11,506 New
DWM
79
Denver Wealth Management
Colorado
$265K 11,226 -93 -0.8%
JCM
80
Jacobi Capital Management
Pennsylvania
$262K 11,084 +540 +5%
HT
81
Heritage Trust
Oklahoma
$256K 10,840 +10,840 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$252K 10,692 +5,331 +99%
TCM
83
Tassel Capital Management
North Carolina
$249K 10,533 +10,533 New
FFN
84
Focus Financial Network
Minnesota
$239K 10,138 +10,138 New
ASN
85
Advisory Services Network
Georgia
$237K 10,049 +1,289 +15%
OFS
86
OneAscent Financial Services
Alabama
$227K 9,608 +9,608 New
KV
87
Kickstand Ventures
New York
$223K 9,463 – –
PAG
88
Private Advisor Group
New Jersey
$222K 9,400 -4,922 -34%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$220K 9,306 +39 +0.4%
VAMG
90
Voisard Asset Management Group
Michigan
$210K 8,900 – –
WWA
91
Wingate Wealth Advisors
Massachusetts
$200K 8,494 +8,494 New
CBT
92
Crews Bank & Trust
Florida
$200K 8,455 +8,455 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$181K 7,659 +2,121 +38%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$167K 7,060 – –
S
95
SignatureFD
Georgia
$158K 6,714 +6,714 New
EWA
96
EP Wealth Advisors
California
$155K 6,565 +6,565 New
WB
97
Webster Bank
Connecticut
$130K 5,520 +2,360 +75%
SPIA
98
Steward Partners Investment Advisory
New York
$127K 5,385 -130 -2%
PS
99
Principal Securities
Iowa
$94.2K 3,993 +3,993 New
IA
100
IFP Advisors
Florida
$52.1K 2,208 +221 +11%
1 2 3
4
5