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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

143 hedge funds and large institutions have $243M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 33

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $237M → $243M (+$6.75M)

1% more funds holding

Funds holding: 142 → 143 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.06% less ownership

Funds ownership: 72.9% → 70.84% (-2.1%)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
68
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.52M
2
AUB
Atlantic Union Bankshares
Virginia
+$2.51M
3
MWM
Mission Wealth Management
California
+$1.48M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.41M
5
OMC
Old Mission Capital
Illinois
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$2.83M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.67M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.28M
4
SF
Summit Financial
New Jersey
-$1.38M
5
HBT
Hills Bank & Trust
Iowa
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
76
HighPoint Advisor Group
Illinois
$609K +$406K +17,172 +200%
HWM
77
Howard Wealth Management
Connecticut
$608K +$20.1K +850 +3%
HT
78
Heritage Trust
Oklahoma
$604K +$45.1K +1,908 +8%
KV
79
Kickstand Ventures
New York
$578K +$154K +6,500 +36%
Lido Advisors
80
Lido Advisors
California
$575K – – –
OIA
81
OneDigital Investment Advisors
Kansas
$569K – – –
APP
82
Avantax Planning Partners
Iowa
$554K +$3.76K +159 +0.7%
YP
83
YANKCOM Partnership
South Dakota
$549K – – –
SFA
84
Sequoia Financial Advisors
Ohio
$540K – – –
AFP
85
Ausdal Financial Partners
Iowa
$523K +$303K +12,841 +138%
TF
86
TLWM Financial
Texas
$519K – – –
VAMG
87
Voisard Asset Management Group
Michigan
$518K – – –
AFA
88
AA Financial Advisors
Ohio
$511K +$284 +12 +0.1%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$501K -$44.6K -1,886 -8%
HI
90
Harbour Investments
Wisconsin
$494K -$48.6K -2,055 -9%
SFG
91
SNS Financial Group
Minnesota
$493K +$80.6K +3,410 +20%
CBA
92
Coastal Bridge Advisors
Connecticut
$419K +$82.8K +3,504 +25%
BFA
93
Bill Few Associates
Pennsylvania
$405K – – –
CA
94
Clearstead Advisors
Ohio
$399K – – –
CFGA
95
Cambridge Financial Group (Arizona)
Arizona
$398K -$105K -4,437 -21%
CIC
96
Carnegie Investment Counsel
Ohio
$388K – – –
SC
97
Savant Capital
Illinois
$387K -$332K -14,051 -46%
BPA
98
Beacon Pointe Advisors
California
$367K +$165 +7 +0%
WWA
99
Wingate Wealth Advisors
Massachusetts
$365K +$2.46K +104 +0.7%
VAS
100
Vestmark Advisory Solutions
Massachusetts
$352K +$50.1K +2,118 +17%
2 3
4
5 6

BSMR Hedge Fund Activity: Q2 2026 in Review

143 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2026, worth a combined $243M — up 2.9% from $237M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMR positions and 8 closed out — a net gain of 5 holders — while 68 added to existing stakes and 33 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $2.52M. The largest seller was Sanctuary Advisors, cutting an estimated $2.83M.

  • 143 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2026, up from 142 in Q1 2026.
  • Funds reported $243M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2026, up 2.9% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2026 and 8 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2026 was Integrated Wealth Concepts, an estimated $2.52M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2026 was Sanctuary Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2026.