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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 %
WB
101
Webster Bank
Connecticut
$130K – – –
LFG
102
Larson Financial Group
Missouri
$126K +$126K +5,349 New
PS
103
Principal Securities
Iowa
$94.2K – – –
MCM
104
MAI Capital Management
Ohio
$52.3K +$353 +15 +0.7%
IA
105
IFP Advisors
Florida
$37.2K -$14.8K -627 -28%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$33K -$10K -423 -23%
SPIA
107
Steward Partners Investment Advisory
New York
$30.7K -$96.1K -4,082 -76%
AF
108
Advisornet Financial
Minnesota
$25.7K -$1.06K -45 -4%
OP
109
ORG Partners
Indiana
$20K – – –
OSNBOA
110
Old Second National Bank of Aurora
Illinois
$18.8K – – –
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$18.6K +$18.6K +790 New
WBC
112
West Branch Capital
Massachusetts
$11.8K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$5.11K +$5.11K +217 New
HIA
114
Harbor Investment Advisory
Maryland
$3.53K +$3.53K +150 New
FWM
115
Fortress Wealth Management
California
– -$1.22M -51,649 Closed
KCM
116
Kathmere Capital Management
Pennsylvania
– -$523K -22,158 Closed
IAA
117
Independent Advisor Alliance
North Carolina
– -$419K -17,752 Closed
KF
118
Krilogy Financial
Missouri
– -$291K -12,334 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
– -$272K -11,506 Closed
ASN
120
Advisory Services Network
Georgia
– -$237K -10,049 Closed
Comerica Bank
121
Comerica Bank
Texas
– -$23.8K -1,009 Closed
Bessemer Group
122
Bessemer Group
New Jersey
– -$10K -437 Closed
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