Invesco BulletShares 2027 Municipal Bond ETF
BSMR
13 hedge funds and large institutions have $11.8M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
516% more capital invested
Capital invested by funds: $1.92M → $11.8M (+$9.9M)
160% more funds holding
Funds holding: 5 → 13 (+8)
37.82% more ownership
Funds ownership: 38.33% → 76.15% (+38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$7.37M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$925K |
| 3 |
TF
TLWM Financial
San Antonio,
Texas
|
+$390K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$374K |
| 5 |
LPL Financial
San Diego,
California
|
+$320K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
1
Beaumont Financial Advisors
Needham,
Massachusetts
| $7.35M | +$7.37M | +290,280 | New |
|
2
Jane Street
New York
| $1.21M | +$20.4K | +803 | +2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $922K | +$925K | +36,409 | New |
|
|
RHP
4
Royal Harbor Partners
Houston,
Texas
| $596K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $467K | +$374K | +14,722 | +393% |
|
|
TF
6
TLWM Financial
San Antonio,
Texas
| $386K | +$390K | +15,355 | New |
|
|
7
LPL Financial
San Diego,
California
| $319K | +$320K | +12,601 | New |
|
8
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $253K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $147K | +$108K | +4,250 | +274% |
|
|
ADL
10
Asset Dedication LLC
San Francisco,
California
| $75K | +$76.1K | +2,998 | New |
|
11
Morgan Stanley
New York
| $30K | +$29.9K | +1,176 | New |
|
12
UBS Group
Zurich,
Switzerland
| $24K | +$23.8K | +938 | New |
|
|
BC
13
Barnett & Company
Chattanooga,
Tennessee
| $18K | – | – | – |
|
14
Wells Fargo
San Francisco,
California
| $18K | +$17.8K | +700 | New |
|
BSMR Hedge Fund Activity: Q3 2020 in Review
13 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q3 2020, worth a combined $11.8M — up 516% from $1.92M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSMR positions and 0 closed out — a net gain of 8 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $7.37M.
- 13 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q3 2020, up from 5 in Q2 2020.
- Funds reported $11.8M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q3 2020, up 516% quarter-over-quarter.
- 8 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q3 2020 and 0 closed out, a net change of +8 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q3 2020 was Beaumont Financial Advisors, an estimated $7.37M added.
Based on aggregated 13F filings for Q3 2020.