Invesco BulletShares 2027 Municipal Bond ETF
BSMR
145 hedge funds and large institutions have $243M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 33 reducing their positions, and 8 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 33
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
2% more funds holding
Funds holding: 142 → 145 (+3)
3% more capital invested
Capital invested by funds: $237M → $243M (+$6.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.26% less ownership
Funds ownership: 72.9% → 70.64% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$2.51M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.48M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.41M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.36M |
| 5 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.83M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$2.67M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.28M |
| 4 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$1.38M |
| 5 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$1.22M |
BSMR Hedge Fund Activity: Q2 2026 in Review
145 of the 8,346 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) for Q2 2026, worth a combined $243M — up 2.6% from $237M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BSMR positions and 8 closed out — a net gain of 6 holders — while 69 added to existing stakes and 33 trimmed.
The largest buyer was Atlantic Union Bankshares, adding an estimated $2.51M. The largest seller was Sanctuary Advisors, cutting an estimated $2.83M.
- 145 institutional investors held Invesco BulletShares 2027 Municipal Bond ETF (BSMR) as of Q2 2026, up from 142 in Q1 2026.
- Funds reported $243M of Invesco BulletShares 2027 Municipal Bond ETF stock for Q2 2026, up 2.6% quarter-over-quarter.
- 14 funds opened new Invesco BulletShares 2027 Municipal Bond ETF positions in Q2 2026 and 8 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2027 Municipal Bond ETF buyer in Q2 2026 was Atlantic Union Bankshares, an estimated $2.51M added.
- The largest Invesco BulletShares 2027 Municipal Bond ETF seller in Q2 2026 was Sanctuary Advisors, an estimated $2.83M sold.
Based on aggregated 13F filings for Q2 2026.