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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.53M |
| 2 |
Morgan Stanley
New York
|
+$1.4M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.19M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.29M |
| 4 |
Goldman Sachs
New York
|
-$645K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$494K |
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.