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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

74 hedge funds and large institutions have $81.2M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$5.31M
2
KFI
Key Financial Inc
Pennsylvania
$5.82M
3
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$923K
4
ACA
Aptus Capital Advisors
Alabama
$859K
5
RSA
River Street Advisors
Illinois
$828K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
SFG
Sterling Financial Group
California
$440K
4
Jane Street
Jane Street
New York
$244K
5
CA
CGN Advisors
Kansas
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.14M -$24.1K -1,017 -0.4%
KFI
2
Key Financial Inc
Pennsylvania
$5.82M +$1.05M +44,240 +22%
Morgan Stanley
3
Morgan Stanley
New York
$5.37M -$4.81M -203,174 -47%
Wells Fargo
4
Wells Fargo
California
$5.31M +$1.45M +61,316 +38%
LPL Financial
5
LPL Financial
California
$4.79M +$574K +24,274 +14%
Invesco
6
Invesco
Georgia
$3.55M +$401K +16,937 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.38M +$228K +9,627 +7%
NA
8
NewEdge Advisors
Louisiana
$2.75M +$51.2K +2,165 +2%
Bank of America
9
Bank of America
North Carolina
$2.73M +$824K +34,847 +43%
AUB
10
Atlantic Union Bankshares
Virginia
$2.66M +$204K +8,606 +8%
RJA
11
Raymond James & Associates
Florida
$2.55M +$43.1K +1,822 +2%
UBS Group
12
UBS Group
Switzerland
$2.38M +$193K +8,144 +9%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$1.9M +$630K +26,613 +50%
ADL
14
Asset Dedication LLC
California
$1.64M +$265K +11,182 +19%
CA
15
CGN Advisors
Kansas
$1.62M -$695K -29,398 -30%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.33M +$157K +6,656 +13%
FWM
17
Fortress Wealth Management
California
$1.2M +$7.92K +335 +0.7%
PWP
18
Precedent Wealth Partners
Texas
$1.15M +$237K +10,021 +26%
FNB
19
Farmers National Bank
Kentucky
$1.09M +$30.6K +1,294 +3%
APA
20
Astoria Portfolio Advisors
New York
$1.01M +$4.13K +176 +0.4%
EH
21
Equitable Holdings
New York
$958K +$455K +19,230 +90%
VWWMG
22
Vermillion & White Wealth Management Group
Pennsylvania
$923K +$923K +39,007 New
AWM
23
Avior Wealth Management
Nebraska
$921K +$184K +7,768 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$905K -$29.5K -1,247 -3%
KAS
25
Kestra Advisory Services
Texas
$898K -$47.5K -2,008 -5%
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