Invesco BulletShares 2027 Municipal Bond ETF
BSMR
45 hedge funds and large institutions have $58.6M 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.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $41.8M → $58.6M (+$16.8M)
7% more funds holding
Funds holding: 42 → 45 (+3)
3.24% more ownership
Funds ownership: 65.02% → 68.26% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.61M |
| 2 |
Morgan Stanley
New York
|
+$1.69M |
| 3 |
Jane Street
New York
|
+$1.31M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.29M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$226K |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$208K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$195K |
| 4 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$95.1K |
| 5 |
TF
TLWM Financial
San Antonio,
Texas
|
-$37.7K |
BSMR Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2023, worth a combined $58.6M — up 40% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSMR positions and 2 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.61M. The largest seller was Cookson Peirce & Co, exiting entirely with an estimated $226K sold.
- 45 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $58.6M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2023, up 40% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2023 and 2 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $2.61M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2023 was Cookson Peirce & Co, an estimated $226K sold.
Based on aggregated 13F filings for Q1 2023.