BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

39 hedge funds and large institutions have $39.2M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$599K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.26M
4
LPL Financial
4
LPL Financial
California
$3.71M
5
KFI
5
Key Financial Inc
Pennsylvania
$991K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$964K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Jane Street
3
Jane Street
New York
$2.24M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
CPC
5
Cookson Peirce & Co
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$381K +$94.8K +4,210 +33%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$352K – – –
Stifel Financial
28
Stifel Financial
Missouri
$328K -$8.83K -392 -3%
RJA
29
Raymond James & Associates
Florida
$303K +$84.8K +3,766 +39%
AWM
30
Avior Wealth Management
Nebraska
$286K +$15.7K +699 +6%
KOC
31
Koss-Olinger Consulting
Florida
$264K +$8.6K +381 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$259K +$27.1K +1,204 +12%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$252K +$30.4K +1,348 +14%
CAM
34
Clark Asset Management
New Hampshire
$221K +$1.46K +65 +0.7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$194K +$11.3K +501 +6%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$160K – – –
HNB
37
Huntington National Bank
Ohio
$67.6K -$46.8K – –
Comerica Bank
38
Comerica Bank
Texas
$29.6K +$29.6K +1,312 New
OP
39
ORG Partners
Indiana
$19.1K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.02K +$3.02K +134 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– -$513K -21,772 Closed
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– -$230K -9,825 Closed
CPC
43
Cookson Peirce & Co
Pennsylvania
– -$228K -9,764 Closed
NAM
44
NorthCrest Asset Manangement
Minnesota
– -$227K -9,734 Closed
1
2