Invesco BulletShares 2027 Municipal Bond ETF
BSMR
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, 40 increasing their positions, 9 reducing their positions, and 7 closing their positions.
344% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 9
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $75.3M → $81.2M (+$5.9M)
6% more funds holding
Funds holding: 70 → 74 (+4)
3.96% less ownership
Funds ownership: 69.9% → 65.94% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.46M |
| 2 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$1.05M |
| 3 |
VWWMG
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
+$927K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$863K |
| 5 |
RSA
River Street Advisors
Aurora,
Illinois
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$2.31M |
| 2 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$1.69M |
| 3 |
Jane Street
New York
|
-$1.01M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$698K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$445K |
BSMR Hedge Fund Activity: Q1 2024 in Review
74 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q1 2024, worth a combined $81.2M — up 7.8% from $75.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BSMR positions and 7 closed out — a net gain of 5 holders — while 40 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.46M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $2.31M sold.
- 74 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q1 2024, up from 70 in Q4 2023.
- Funds reported $81.2M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
- 12 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q1 2024 was Wells Fargo, an estimated $1.46M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $2.31M sold.
Based on aggregated 13F filings for Q1 2024.