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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

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.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

17% more funds holding

Funds holding: 92 → 108 (+16)

15% more capital invested

Capital invested by funds: $120M → $138M (+$18.2M)

1.11% more ownership

Funds ownership: 69.2% → 70.31% (+1.1%)

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.42%
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

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$1.53M
2
Morgan Stanley
Morgan Stanley
New York
+$1.4M
3
CWM
Cornerstone Wealth Management
Missouri
+$1.19M
4
Invesco
Invesco
Georgia
+$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
3
CW
CreativeOne Wealth
Kansas
-$1.29M
4
Goldman Sachs
Goldman Sachs
New York
-$645K
5
KAS
Kestra Advisory Services
Texas
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Silverlake Wealth Management
Vermont
$278K +$20K +844 +8%
KC
77
Kades & Cheifetz
Pennsylvania
$272K +$48.3K +2,038 +22%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$272K +$273K +11,506 New
DWM
79
Denver Wealth Management
Colorado
$265K -$2.2K -93 -0.8%
JCM
80
Jacobi Capital Management
Pennsylvania
$262K +$12.8K +540 +5%
HT
81
Heritage Trust
Oklahoma
$256K +$257K +10,840 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$252K +$126K +5,331 +99%
TCM
83
Tassel Capital Management
North Carolina
$249K +$250K +10,533 New
FFN
84
Focus Financial Network
Minnesota
$239K +$240K +10,138 New
ASN
85
Advisory Services Network
Georgia
$237K +$30.5K +1,289 +15%
OFS
86
OneAscent Financial Services
Alabama
$227K +$228K +9,608 New
KV
87
Kickstand Ventures
New York
$223K – – –
PAG
88
Private Advisor Group
New Jersey
$222K -$117K -4,922 -34%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$220K +$924 +39 +0.4%
VAMG
90
Voisard Asset Management Group
Michigan
$210K – – –
WWA
91
Wingate Wealth Advisors
Massachusetts
$200K +$201K +8,494 New
CBT
92
Crews Bank & Trust
Florida
$200K +$200K +8,455 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$181K +$50.3K +2,121 +38%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$167K – – –
S
95
SignatureFD
Georgia
$158K +$159K +6,714 New
EWA
96
EP Wealth Advisors
California
$155K +$156K +6,565 New
WB
97
Webster Bank
Connecticut
$130K +$55.9K +2,360 +75%
SPIA
98
Steward Partners Investment Advisory
New York
$127K -$3.08K -130 -2%
PS
99
Principal Securities
Iowa
$94.2K +$94.6K +3,993 New
IA
100
IFP Advisors
Florida
$52.1K +$5.24K +221 +11%
1 2 3
4
5

BSMR Hedge Fund Activity: Q4 2024 in Review

108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2024, worth a combined $138M — up 15% from $120M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSMR positions and 9 closed out — a net gain of 18 holders — while 51 added to existing stakes and 11 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $1.53M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 108 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $138M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2024 and 9 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2024 was Atlantic Union Bankshares, an estimated $1.53M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2024 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2024.