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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
61
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
Central Valley Advisors
California
+$4.37M
2
Wells Fargo
Wells Fargo
California
+$2.66M
3
Jane Street
Jane Street
New York
+$1.95M
4
HBT
Hills Bank & Trust
Iowa
+$1.14M
5
PWP
Precedent Wealth Partners
Texas
+$1.01M

Top Sellers

1
FWM
Fortress Wealth Management
California
-$1.22M
2
KCM
Kathmere Capital Management
Pennsylvania
-$523K
3
IAA
Independent Advisor Alliance
North Carolina
-$419K
4
HNB
Huntington National Bank
Ohio
-$414K
5
SC
Savant Capital
Illinois
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$330K – – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$311K +$92.2K +3,914 +42%
VAMG
78
Voisard Asset Management Group
Michigan
$309K +$99.6K +4,230 +48%
PFS
79
Prospera Financial Services
Texas
$306K +$306K +13,009 New
BEI
80
Benjamin Edwards Inc
Missouri
$304K -$68.3K -2,899 -18%
HWM
81
Howard Wealth Management
Connecticut
$297K – – –
FIM
82
Freedom Investment Management
Connecticut
$293K -$5.75K -244 -2%
PAG
83
Private Advisor Group
New Jersey
$286K +$64.8K +2,752 +29%
SWM
84
Silverlake Wealth Management
Vermont
$277K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$273K +$93K +3,950 +52%
CF
86
Collier Financial
Colorado
$265K -$63.1K -2,679 -19%
DWM
87
Denver Wealth Management
Colorado
$262K -$2.52K -107 -1%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$261K +$9.83K +418 +4%
BCM
89
Brookstone Capital Management
Illinois
$261K +$261K +11,063 New
TCM
90
Tassel Capital Management
North Carolina
$249K +$1.15K +49 +0.5%
WA
91
Waverly Advisors
Alabama
$242K +$242K +10,293 New
JCM
92
Jacobi Capital Management
Pennsylvania
$230K -$31.2K -1,326 -12%
OFS
93
OneAscent Financial Services
Alabama
$204K -$21.9K -930 -10%
MOS
94
MGO One Seven
Ohio
$203K +$203K +8,638 New
PFG
95
Pinnacle Financial Group
Illinois
$203K +$203K +8,600 New
OFG
96
Opulen Financial Group
Virginia
$200K +$200K +8,512 New
CBT
97
Crews Bank & Trust
Florida
$199K – – –
CAL
98
Capital Analysts LLC
Pennsylvania
$174K +$174K +7,368 New
KOCAA
99
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
EWA
100
EP Wealth Advisors
California
$155K – – –
1 2 3
4
5