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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

31 hedge funds and large institutions have $15.7M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.05M
2
RJA
2
Raymond James & Associates
Florida
$574K
3
Bank of America
3
Bank of America
North Carolina
$650K
4
Morgan Stanley
4
Morgan Stanley
New York
$585K
5
Invesco
5
Invesco
Georgia
$333K

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
TF
2
TLWM Financial
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$482K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$3.05M 133,723 +56,646 +73%
LPL Financial
2
LPL Financial
California
$2.28M 99,972 +10,156 +11%
NA
3
NewEdge Advisors
Louisiana
$2.01M 88,219 +9,113 +12%
CA
4
CGN Advisors
Kansas
$936K 41,072 +5,871 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$702K 30,774 +5,416 +21%
Bank of America
6
Bank of America
North Carolina
$650K 28,532 +22,191 +350%
Morgan Stanley
7
Morgan Stanley
New York
$585K 25,656 +15,965 +165%
RJA
8
Raymond James & Associates
Florida
$574K 25,187 +25,187 New
RHP
9
Royal Harbor Partners
Texas
$537K 23,558 – –
Wells Fargo
10
Wells Fargo
California
$482K 21,147 -13,766 -39%
ADL
11
Asset Dedication LLC
California
$430K 18,901 +1,527 +9%
CA
12
Claro Advisors
Massachusetts
$366K 15,500 – –
Invesco
13
Invesco
Georgia
$333K 14,599 +14,599 New
Creative Planning
14
Creative Planning
Kansas
$301K 13,180 – –
CIC
15
Carnegie Investment Counsel
Ohio
$244K 10,700 +2,200 +26%
NAM
16
NorthCrest Asset Manangement
Minnesota
$241K 10,578 – –
FNB
17
Farmers National Bank
Kentucky
$233K 10,210 – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$228K 10,037 – –
FIM
19
Freedom Investment Management
Connecticut
$227K 9,940 +244 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$216K 9,479 -2,000 -17%
CPC
21
Cookson Peirce & Co
Pennsylvania
$210K 9,224 -3,805 -29%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$208K 9,127 +5,027 +123%
HWM
23
Horizons Wealth Management
North Carolina
$188K 8,243 – –
KFI
24
Key Financial Inc
Pennsylvania
$145K 6,376 – –
WB
25
Webster Bank
Connecticut
$118K 5,185 +4,550 +717%
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