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Invesco BulletShares 2027 Municipal Bond ETF

142 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $211M → $237M (+$25.3M)

4% more funds holding

Funds holding: 137142 (+5)

2.08% more ownership

Funds ownership: 70.83%72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
72
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
151
Goldman Sachs
New York
-$259K -10,931 Closed
BWM
152
BCS Wealth Management
Tennessee
-$228K -9,648 Closed
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
-$228K -9,622 Closed
BCM
154
Brookstone Capital Management
Illinois
-$207K -8,757 Closed
FF
155
Francis Financial
-$203K -8,564 Closed

BSMR Hedge Fund Activity: Q1 2026 in Review

142 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2026, worth a combined $237M — up 12% from $211M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSMR positions and 12 closed out — a net gain of 6 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $5.77M sold.

  • 142 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2026, up from 137 in Q4 2025.
  • Funds reported $237M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2026 and 12 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2026 was Bank of America, an estimated $4.32M added.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2026 was Confluence Investment Management, an estimated $5.77M sold.

Based on aggregated 13F filings for Q1 2026.