As of 30 Sep 2025, 124 institutional investors reported holding 8,104,147 shares of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 934,197 | $22,108,246 | +$1,043,565 | $23.67 | 12 |
| 2025 Q3 | 8,104,147 | $191,736,829 | +$15,092,881 | $23.66 | 124 |
| 2025 Q2 | 7,278,979 | $170,863,823 | +$9,746,838 | $23.47 | 120 |
| 2025 Q1 | 6,874,510 | $161,875,003 | +$23,196,487 | $23.55 | 114 |
| 2024 Q4 | 5,788,215 | $136,610,908 | +$14,592,094 | $23.60 | 108 |
| 2024 Q3 | 4,992,811 | $118,328,149 | +$11,952,300 | $23.70 | 91 |
| 2024 Q2 | 4,538,577 | $106,564,864 | +$23,692,556 | $23.48 | 82 |
| 2024 Q1 | 3,424,300 | $81,003,820 | +$7,183,513 | $23.66 | 74 |
| 2023 Q4 | 270,712 | $6,470,803 | -$62,889 | $23.90 | 2 |
| 2023 Q3 | 2,408,989 | $55,129,667 | +$19,954 | $22.89 | 52 |
| 2023 Q2 | 2,406,250 | $56,789,633 | -$124,660 | $23.60 | 50 |
| 2023 Q1 | 2,411,025 | $57,521,643 | +$13,977,853 | $23.87 | 43 |
| 2022 Q4 | 1,733,898 | $40,779,071 | +$24,581,119 | $23.52 | 39 |
| 2022 Q3 | 678,416 | $15,475,621 | +$1,712,687 | $22.79 | 30 |
| 2022 Q2 | 620,195 | $14,664,223 | +$3,620,189 | $23.64 | 30 |
| 2022 Q1 | 457,653 | $11,074,000 | +$1,591,088 | $24.20 | 20 |
| 2021 Q4 | 387,878 | $10,013,000 | -$489,026 | $25.81 | 20 |
| 2021 Q3 | 396,335 | $10,202,000 | -$423,948 | $25.74 | 21 |
| 2021 Q2 | 412,830 | $10,699,000 | -$1,241,472 | $25.92 | 19 |
| 2021 Q1 | 460,911 | $11,750,000 | -$2,046,187 | $25.45 | 17 |
| 2020 Q4 | 541,347 | $13,964,000 | +$1,684,621 | $25.80 | 18 |
| 2020 Q3 | 466,897 | $11,814,000 | +$9,874,366 | $25.31 | 14 |
| 2020 Q2 | 76,651 | $1,917,000 | +$815,346 | $25.02 | 5 |
| 2020 Q1 | 42,567 | $1,043,000 | +$166,383 | $24.35 | 5 |
| 2019 Q4 | 35,750 | $891,000 | +$304,000 | $24.92 | 3 |