Invesco BulletShares 2028 Municipal Bond ETF
BSMS
33 hedge funds and large institutions have $46.7M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
32% more capital invested
Capital invested by funds: $35.4M → $46.7M (+$11.3M)
18% more funds holding
Funds holding: 28 → 33 (+5)
5.69% more ownership
Funds ownership: 66.3% → 71.98% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.93M |
| 3 |
Morgan Stanley
New York
|
+$1.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$936K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$862K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$224K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$193K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$77.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.4K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
26
Colony Group
Boston,
Massachusetts
| $222K | +$221K | +9,378 | New |
|
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $192K | -$77.3K | -3,284 | -29% |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $168K | +$4.71K | +200 | +3% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $168K | +$22.7K | +963 | +16% |
|
|
CCP
30
Carmel Capital Partners
San Diego,
California
| $142K | +$141K | +6,000 | New |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $19.8K | +$3.01K | +128 | +18% |
|
32
UBS Group
Zurich,
Switzerland
| $19.4K | +$7.58K | +322 | +64% |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| $940 | +$936K | +39,748 | New |
|
|
CPC
34
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$224K | -9,662 | Closed |
|
BSMS Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q1 2023, worth a combined $46.7M — up 32% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSMS positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $2.23M. The largest seller was Cookson Peirce & Co, exiting entirely with an estimated $224K sold.
- 33 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $46.7M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q1 2023, up 32% quarter-over-quarter.
- 8 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q1 2023 was Jane Street, an estimated $2.23M added.
- The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q1 2023 was Cookson Peirce & Co, an estimated $224K sold.
Based on aggregated 13F filings for Q1 2023.