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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

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.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.17M
2
Jane Street
2
Jane Street
New York
$1.34M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$243K
4
ADL
4
Asset Dedication LLC
California
$438K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$744K

Top Sellers

1
NAM
1
NorthCrest Asset Manangement
Minnesota
$0
2
Creative Planning
2
Creative Planning
Kansas
$319K
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$1.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$220K
5
Bank of America
5
Bank of America
North Carolina
$728K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.17M 89,827 +56,058 +166%
BFA
2
Beaumont Financial Advisors
Massachusetts
$1.94M 80,189 -1,729 -2%
Jane Street
3
Jane Street
New York
$1.34M 55,442 +15,461 +39%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$744K 30,746 +3,195 +12%
Bank of America
5
Bank of America
North Carolina
$728K 30,073 -1,058 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$586K 24,228 +2,590 +12%
RHP
7
Royal Harbor Partners
Texas
$570K 23,558 – –
TF
8
TLWM Financial
Texas
$438K 18,051 – –
ADL
9
Asset Dedication LLC
California
$438K 18,203 +4,301 +31%
CPC
10
Cookson Peirce & Co
Pennsylvania
$347K 14,333 -803 -5%
Creative Planning
11
Creative Planning
Kansas
$319K 13,180 -2,585 -16%
FIM
12
Freedom Investment Management
Connecticut
$252K 10,416 +33 +0.3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$243K 10,037 +10,037 New
FNB
14
Farmers National Bank
Kentucky
$221K 9,150 +899 +11%
Morgan Stanley
15
Morgan Stanley
New York
$220K 9,101 -1,651 -15%
CIC
16
Carnegie Investment Counsel
Ohio
$206K 8,500 – –
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$192K 7,923 +2,496 +46%
KFI
18
Key Financial Inc
Pennsylvania
$154K 6,376 – –
Wells Fargo
19
Wells Fargo
California
$82K 3,410 +1,505 +79%
UBS Group
20
UBS Group
Switzerland
$79K 3,276 +1,745 +114%
AF
21
Advisornet Financial
Minnesota
$19K 784 +784 New
NAM
22
NorthCrest Asset Manangement
Minnesota
– – -10,578 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –