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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

108 hedge funds and large institutions have $138M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.71M
2
AUB
2
Atlantic Union Bankshares
Virginia
$5.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.19M
5
Invesco
5
Invesco
Georgia
$5.67M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$943K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M 535,442 +59,017 +12%
Wells Fargo
2
Wells Fargo
California
$7.73M 327,631 +45,335 +16%
LPL Financial
3
LPL Financial
California
$7.04M 298,378 +18,040 +6%
KFI
4
Key Financial Inc
Pennsylvania
$6.46M 273,666 +530 +0.2%
AUB
5
Atlantic Union Bankshares
Virginia
$5.91M 250,543 +64,354 +35%
CIM
6
Confluence Investment Management
Missouri
$5.68M 240,509 -2,940 -1%
Invesco
7
Invesco
Georgia
$5.67M 240,179 +49,817 +26%
Bank of America
8
Bank of America
North Carolina
$4.82M 204,215 +9,409 +5%
SA
9
Sanctuary Advisors
Indiana
$4.35M 184,052 +11,024 +6%
UBS Group
10
UBS Group
Switzerland
$4.27M 180,929 +30,735 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.14M 175,521 -5,827 -3%
Raymond James Financial
12
Raymond James Financial
Florida
$3.71M 157,112 +157,112 New
NA
13
NewEdge Advisors
Louisiana
$3.19M 135,131 +10,434 +8%
AI
14
Atria Investments
North Carolina
$3.06M 129,494 +39,135 +43%
AWM
15
Avior Wealth Management
Nebraska
$3.03M 128,236 +39,677 +45%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.82M 119,520 +48,933 +69%
ADL
17
Asset Dedication LLC
California
$2.03M 86,059 +4,336 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.01M 85,299 +25,815 +43%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$1.8M 76,336 +4,005 +6%
PWP
20
Precedent Wealth Partners
Texas
$1.71M 72,483 +2,648 +4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.59M 67,298 +25,716 +62%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.42M 60,376 +4,115 +7%
CA
23
CGN Advisors
Kansas
$1.37M 58,088 -2,435 -4%
MA
24
MONECO Advisors
Connecticut
$1.29M 54,553 +15,983 +41%
FWM
25
Fortress Wealth Management
California
$1.22M 51,649 +362 +0.7%
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