Invesco BulletShares 2027 Municipal Bond ETF
BSMR
21 hedge funds and large institutions have $11.3M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
10% more capital invested
Capital invested by funds: $10.2M → $11.3M (+$1.07M)
5% more funds holding
Funds holding: 20 → 21 (+1)
3.19% more ownership
Funds ownership: 55.16% → 58.35% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 2 |
Jane Street
New York
|
+$387K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$251K |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$108K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$79.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$273K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$64.6K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$43.2K |
| 4 |
Morgan Stanley
New York
|
-$41.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$26.5K |
BSMR Hedge Fund Activity: Q1 2022 in Review
21 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2022, worth a combined $11.3M — up 10% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BSMR positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.4M. The largest seller was NorthCrest Asset Manangement, exiting entirely with an estimated $273K sold.
- 21 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $11.3M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2022, up 10% quarter-over-quarter.
- 2 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2022 was LPL Financial, an estimated $1.4M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2022 was NorthCrest Asset Manangement, an estimated $273K sold.
Based on aggregated 13F filings for Q1 2022.