BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

45 hedge funds and large institutions have $57.3M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.6M
3
Jane Street
3
Jane Street
New York
$1.74M
4
SC
4
Savant Capital
Illinois
$1.21M
5
Wells Fargo
5
Wells Fargo
California
$5.2M

Top Sellers

1
CPC
1
Cookson Peirce & Co
Pennsylvania
$0
2
CG
2
Colony Group
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$559K
4
CA
4
Claro Advisors
Massachusetts
$275K
5
TF
5
TLWM Financial
Texas
$212K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M 567,741 +71,078 +14%
CIM
2
Confluence Investment Management
Missouri
$6.48M 271,314 +2,731 +1%
Wells Fargo
3
Wells Fargo
California
$5.2M 217,811 +42,904 +25%
LPL Financial
4
LPL Financial
California
$3.78M 158,161 +11,945 +8%
NA
5
NewEdge Advisors
Louisiana
$2.76M 115,808 +9,139 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.66M 111,498 +109,718 +6,164%
Invesco
7
Invesco
Georgia
$2.6M 108,991 +35,564 +48%
SFG
8
Sterling Financial Group
California
$2.09M 88,791 – –
CA
9
CGN Advisors
Kansas
$1.84M 77,158 +18,661 +32%
Jane Street
10
Jane Street
New York
$1.74M 72,951 +55,154 +310%
RJA
11
Raymond James & Associates
Florida
$1.61M 67,473 +26,865 +66%
Bank of America
12
Bank of America
North Carolina
$1.47M 61,518 +31,351 +104%
SC
13
Savant Capital
Illinois
$1.21M 50,871 +50,871 New
ADL
14
Asset Dedication LLC
California
$1.08M 45,209 +14,085 +45%
FNB
15
Farmers National Bank
Kentucky
$870K 36,452 +1,254 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$753K 31,530 -730 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$635K 26,597 -1,198 -4%
AWM
18
Avior Wealth Management
Nebraska
$581K 24,344 +24,344 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$559K 23,406 -8,218 -26%
KFI
20
Key Financial Inc
Pennsylvania
$548K 22,976 +16,600 +260%
PWM
21
Paulson Wealth Management
Illinois
$529K 22,173 +8,054 +57%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$523K 21,924 +6,861 +46%
RHP
23
Royal Harbor Partners
Texas
$472K 19,773 – –
AUB
24
Atlantic Union Bankshares
Virginia
$435K 18,242 -194 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$342K 14,310 +14,310 New
1
2