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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

119 hedge funds and large institutions have $170M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
$3.3M
2
EC
Elequin Capital
New York
$2.09M
3
LPL Financial
LPL Financial
California
$10M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.39M
5
MA
MONECO Advisors
Connecticut
$2.83M

Top Sellers

1
AI
Atria Investments
North Carolina
$1.03M
2
Jane Street
Jane Street
New York
$0
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$1.94M
5
CA
CGN Advisors
Kansas
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$378K -$4.84K -206 -1%
HWM
77
Horizons Wealth Management
North Carolina
$374K +$3.76K +160 +1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$370K +$59.7K +2,542 +19%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$363K +$730 +31 +0.2%
WWA
80
Wingate Wealth Advisors
Massachusetts
$352K +$2.56K +109 +0.7%
CW
81
Cooksen Wealth
Texas
$349K – – –
HWM
82
Howard Wealth Management
Connecticut
$345K +$48.7K +2,075 +16%
PFS
83
Prospera Financial Services
Texas
$305K – – –
HNB
84
Huntington National Bank
Ohio
$303K -$482K – –
JCM
85
Jacobi Capital Management
Pennsylvania
$287K +$58.2K +2,480 +25%
LC
86
Landaas & Company
Wisconsin
$283K +$283K +12,061 New
FIM
87
Freedom Investment Management
Connecticut
$279K -$13.2K -563 -5%
BEI
88
Benjamin Edwards Inc
Missouri
$277K -$26.3K -1,119 -9%
SWM
89
Silverlake Wealth Management
Vermont
$276K – – –
Ameriprise
90
Ameriprise
Minnesota
$263K +$263K +11,221 New
LPT
91
Legacy Private Trust
Wisconsin
$262K +$262K +11,175 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$259K -$13K -554 -5%
RSA
93
River Street Advisors
Illinois
$259K +$259K +11,040 New
WA
94
Waverly Advisors
Alabama
$258K +$16.2K +691 +7%
SFG
95
SNS Financial Group
Minnesota
$250K +$250K +10,665 New
TCM
96
Tassel Capital Management
North Carolina
$250K +$1.81K +77 +0.7%
DWM
97
Denver Wealth Management
Colorado
$246K -$15.4K -654 -6%
FTUS
98
Flow Traders U.S.
New York
$231K +$231K +9,823 New
BCM
99
Brookstone Capital Management
Illinois
$223K -$37.1K -1,579 -14%
WWM
100
Western Wealth Management
Colorado
$214K +$214K +9,100 New
2 3
4
5 6