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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

53 hedge funds and large institutions have $56.3M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
29
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.99M
2
LPL Financial
2
LPL Financial
California
$3.7M
3
AUB
3
Atlantic Union Bankshares
Virginia
$1.71M
4
KF
4
Krilogy Financial
Missouri
$439K
5
UBS Group
5
UBS Group
Switzerland
$998K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.61M
2
Wells Fargo
2
Wells Fargo
California
$3.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.3K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.37M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.03M 263,287 -1,773 -0.7%
LPL Financial
2
LPL Financial
California
$3.7M 161,471 +32,781 +25%
Wells Fargo
3
Wells Fargo
California
$3.45M 150,658 -75,909 -34%
Morgan Stanley
4
Morgan Stanley
New York
$3.37M 147,311 -27,331 -16%
SFG
5
Sterling Financial Group
California
$2.91M 127,006 +6,215 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.79M 122,045 +70 +0.1%
Invesco
7
Invesco
Georgia
$2.7M 117,941 +4,589 +4%
NA
8
NewEdge Advisors
Louisiana
$2.57M 112,392 -2,071 -2%
RJA
9
Raymond James & Associates
Florida
$2.28M 99,788 +4,246 +4%
CA
10
CGN Advisors
Kansas
$2.13M 93,054 +10,684 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.99M 86,992 +86,992 New
Bank of America
12
Bank of America
North Carolina
$1.72M 75,149 +4,927 +7%
AUB
13
Atlantic Union Bankshares
Virginia
$1.71M 74,689 +21,157 +40%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.65M 72,188 +3,109 +5%
Jane Street
15
Jane Street
New York
$1.61M 70,297 -98,444 -58%
ADL
16
Asset Dedication LLC
California
$1.29M 56,242 +5,265 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.02M 44,771 +9,911 +28%
SPIA
18
Steward Partners Investment Advisory
New York
$1.01M 44,096 +2,646 +6%
UBS Group
19
UBS Group
Switzerland
$998K 43,600 +14,633 +51%
FNB
20
Farmers National Bank
Kentucky
$976K 42,653 +4,411 +12%
KFI
21
Key Financial Inc
Pennsylvania
$953K 41,636 +12,210 +41%
SC
22
Savant Capital
Illinois
$855K 37,353 +155 +0.4%
Osaic Holdings
23
Osaic Holdings
Arizona
$782K 34,192 +529 +2%
CG
24
Colony Group
Massachusetts
$781K 34,133 +401 +1%
AWM
25
Avior Wealth Management
Nebraska
$596K 26,021 +315 +1%
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