We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

5 hedge funds and large institutions have $1.04M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

17% more capital invested

Capital invested by funds: $891K → $1.04M (+$152K)

3.41% more ownership

Funds ownership: 17.88%21.28% (+3.4%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RHP
1
Royal Harbor Partners
Texas
$578K
Jane Street
2
Jane Street
New York
$411K +$132K +5,275 +46%
UBS Group
3
UBS Group
Switzerland
$27K +$10.5K +417 +60%
BC
4
Barnett & Company
Tennessee
$14K +$14.4K +575 New
Bank of America
5
Bank of America
North Carolina
$13K +$13.8K +550 New

BSMR Hedge Fund Activity: Q1 2020 in Review

5 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2020, worth a combined $1.04M — up 17% from $891K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BSMR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, adding an estimated $132K.

  • 5 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2020, up from 3 in Q4 2019.
  • Funds reported $1.04M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2020, up 17% quarter-over-quarter.
  • 2 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2020 and 0 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $132K added.

Based on aggregated 13F filings for Q1 2020.