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, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.
290% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 10
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
6% more funds holding
Funds holding: 70 → 74 (+4)
1% more capital invested
Capital invested by funds: $80.5M → $81.2M (+$758K)
8.74% less ownership
Funds ownership: 74.68% → 65.94% (-8.7%)
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 |
Morgan Stanley
New York
|
-$4.83M |
| 2 |
Bank of New York Mellon
New York
|
-$2.31M |
| 3 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$1.69M |
| 4 |
Jane Street
New York
|
-$1.01M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$698K |
BSMR Hedge Fund Activity: Q1 2024 in Review
74 of the 6,943 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 0.94% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BSMR positions and 7 closed out — a net gain of 5 holders — while 39 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $4.83M.
- 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 0.94% 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 Morgan Stanley, an estimated $4.83M sold.
Based on aggregated 13F filings for Q1 2024.