Invesco BulletShares 2028 Municipal Bond ETF
BSMS
28 hedge funds and large institutions have $35.4M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
189% more capital invested
Capital invested by funds: $12.3M → $35.4M (+$23.2M)
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
27% more funds holding
Funds holding: 22 → 28 (+6)
5.26% more ownership
Funds ownership: 61.03% → 66.3% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.83M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$6.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.92M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.44M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$770K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$290K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$225K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$223K |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $16.5K | +$16.2K | +709 | New |
|
27
UBS Group
Zurich,
Switzerland
| $11.6K | -$142K | -6,229 | -93% |
|
|
28
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$225K | -10,050 | Closed |
|
|
FIM
29
Freedom Investment Management
Hartford,
Connecticut
| – | -$223K | -10,006 | Closed |
|
|
NAM
30
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$217K | -9,734 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | +$46 | +2 | New |
|
BSMS Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q4 2022, worth a combined $35.4M — up 189% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSMS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.83M. The largest seller was Jane Street, cutting an estimated $3.45M.
- 28 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $35.4M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q4 2022, up 189% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q4 2022 and 3 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.83M added.
- The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q4 2022 was Jane Street, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2022.