Invesco BulletShares 2027 Municipal Bond ETF
BSMR
42 hedge funds and large institutions have $41.8M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
166% more capital invested
Capital invested by funds: $15.7M → $41.8M (+$26.1M)
35% more funds holding
Funds holding: 31 → 42 (+11)
7.64% more ownership
Funds ownership: 57.39% → 65.02% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$6.23M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.56M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.36M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.69M |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$244K |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$241K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$228K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$227K |
BSMR Hedge Fund Activity: Q4 2022 in Review
42 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2022, worth a combined $41.8M — up 166% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BSMR positions and 5 closed out — a net gain of 11 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Jane Street, cutting an estimated $2.69M.
- 42 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2022, up from 31 in Q3 2022.
- Funds reported $41.8M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2022, up 166% quarter-over-quarter.
- 16 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2022 and 5 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $10.9M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2022 was Jane Street, an estimated $2.69M sold.
Based on aggregated 13F filings for Q4 2022.