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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Overview Fund Activity

113 hedge funds and large institutions have $162M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
61
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CVA
Central Valley Advisors
California
+$4.37M
2
Wells Fargo
Wells Fargo
California
+$2.66M
3
Jane Street
Jane Street
New York
+$1.95M
4
HBT
Hills Bank & Trust
Iowa
+$1.14M
5
PWP
Precedent Wealth Partners
Texas
+$1.01M

Top Sellers

1
FWM
Fortress Wealth Management
California
-$1.22M
2
KCM
Kathmere Capital Management
Pennsylvania
-$523K
3
IAA
Independent Advisor Alliance
North Carolina
-$419K
4
HNB
Huntington National Bank
Ohio
-$414K
5
SC
Savant Capital
Illinois
-$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.7M +$129K +5,495 +1%
Wells Fargo
2
Wells Fargo
California
$10.4M +$2.66M +113,007 +34%
LPL Financial
3
LPL Financial
California
$7.98M +$954K +40,529 +14%
KFI
4
Key Financial Inc
Pennsylvania
$6.68M +$238K +10,122 +4%
AUB
5
Atlantic Union Bankshares
Virginia
$6.57M +$672K +28,526 +11%
CIM
6
Confluence Investment Management
Missouri
$6.45M +$788K +33,478 +14%
Invesco
7
Invesco
Georgia
$6.45M +$790K +33,548 +14%
Bank of America
8
Bank of America
North Carolina
$5.44M +$631K +26,783 +13%
VA
9
VestGen Advisors
Illinois
$4.62M +$4.62M +196,315 New
CVA
10
Central Valley Advisors
California
$4.37M +$4.37M +185,510 New
UBS Group
11
UBS Group
Switzerland
$4.17M -$89.8K -3,815 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.92M -$212K -8,994 -5%
Raymond James Financial
13
Raymond James Financial
Florida
$3.72M +$23.3K +989 +0.6%
AWM
14
Avior Wealth Management
Nebraska
$3.71M +$689K +29,256 +23%
NA
15
NewEdge Advisors
Louisiana
$3.66M +$474K +20,144 +15%
AI
16
Atria Investments
North Carolina
$3.44M +$388K +16,496 +13%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.39M +$573K +24,340 +20%
PWP
18
Precedent Wealth Partners
Texas
$2.71M +$1.01M +42,713 +59%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.69M +$679K +28,811 +34%
ADL
20
Asset Dedication LLC
California
$2.47M +$446K +18,947 +22%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.17M +$586K +24,864 +37%
Jane Street
22
Jane Street
New York
$1.95M +$1.95M +82,625 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.92M +$119K +5,044 +7%
MA
24
MONECO Advisors
Connecticut
$1.86M +$572K +24,309 +45%
HBT
25
Hills Bank & Trust
Iowa
$1.85M +$1.14M +48,240 +160%
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