Invesco BulletShares 2027 Municipal Bond ETF
BSMR
18 hedge funds and large institutions have $10.7M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
13% more funds holding
Funds holding: 16 → 18 (+2)
6.87% less ownership
Funds ownership: 64.41% → 57.54% (-6.9%)
9% less capital invested
Capital invested by funds: $11.8M → $10.7M (-$1.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$555K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$407K |
| 3 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
+$331K |
| 4 |
LPL Financial
San Diego,
California
|
+$139K |
| 5 |
Morgan Stanley
New York
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$382K |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$216K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$70K |
| 5 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$18K |
BSMR Hedge Fund Activity: Q2 2021 in Review
18 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2021, worth a combined $10.7M — down 8.9% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BSMR positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $555K. The largest seller was Jane Street, cutting an estimated $2.39M.
- 18 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2021, up from 16 in Q1 2021.
- Funds reported $10.7M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2021, down 8.9% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2021 and 2 closed out, a net change of +2 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $555K added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2021 was Jane Street, an estimated $2.39M sold.
Based on aggregated 13F filings for Q2 2021.