Invesco BulletShares 2027 Municipal Bond ETF
BSMR
20 hedge funds and large institutions have $10.2M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0% more capital invested
Capital invested by funds: $10.2M → $10.2M (+$24K)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.03% less ownership
Funds ownership: 55.19% → 55.16% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$226K |
| 2 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$213K |
| 3 |
LPL Financial
San Diego,
California
|
+$167K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$160K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$658K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$430K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$93.1K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$82.2K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$25.6K |
BSMR Hedge Fund Activity: Q4 2021 in Review
20 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2021, worth a combined $10.2M — up 0.23% from $10.2M a quarter earlier.
Fund positioning in BSMR was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $226K. The largest seller was Jane Street, cutting an estimated $658K.
- 20 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $10.2M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2021, up 0.23% quarter-over-quarter.
- 2 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2021 was Osaic Holdings, an estimated $226K added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2021 was Jane Street, an estimated $658K sold.
Based on aggregated 13F filings for Q4 2021.