Invesco BulletShares 2027 Municipal Bond ETF
BSMR
70 hedge funds and large institutions have $80.5M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
43% more capital invested
Capital invested by funds: $56.3M → $80.5M (+$24.2M)
32% more funds holding
Funds holding: 53 → 70 (+17)
11.7% more ownership
Funds ownership: 62.98% → 74.68% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.57M |
| 2 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$3.72M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.42M |
| 4 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$1.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.58M |
| 2 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$861K |
| 3 |
Jane Street
New York
|
-$407K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$224K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$202K |
BSMR Hedge Fund Activity: Q4 2023 in Review
70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q4 2023, worth a combined $80.5M — up 43% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSMR positions and 4 closed out — a net gain of 18 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.57M. The largest seller was Royal Bank of Canada, cutting an estimated $2.58M.
- 70 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $80.5M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 22 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q4 2023 and 4 closed out, a net change of +18 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.57M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $2.58M sold.
Based on aggregated 13F filings for Q4 2023.