Invesco BulletShares 2027 Municipal Bond ETF
BSMR
92 hedge funds and large institutions have $120M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
250% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 14
12% more capital invested
Capital invested by funds: $107M → $120M (+$12.7M)
11% more funds holding
Funds holding: 83 → 92 (+9)
3.18% less ownership
Funds ownership: 72.38% → 69.2% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.26M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.38M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.84M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$863K |
| 4 |
Morgan Stanley
New York
|
-$626K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$618K |
BSMR Hedge Fund Activity: Q3 2024 in Review
92 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q3 2024, worth a combined $120M — up 12% from $107M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSMR positions and 4 closed out — a net gain of 11 holders — while 49 added to existing stakes and 14 trimmed.
The largest buyer was Sanctuary Advisors, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $2.84M.
- 92 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q3 2024, up from 83 in Q2 2024.
- Funds reported $120M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q3 2024 was Sanctuary Advisors, an estimated $2.26M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.84M sold.
Based on aggregated 13F filings for Q3 2024.