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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

62 hedge funds and large institutions have $69.6M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

17% more funds holding

Funds holding: 53 → 62 (+9)

12% more capital invested

Capital invested by funds: $62.3M → $69.6M (+$7.32M)

3.28% more ownership

Funds ownership: 61.61% → 64.9% (+3.3%)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.03M
2
Invesco
Invesco
Georgia
+$548K
3
MA
MONECO Advisors
Connecticut
+$463K
4
OIA
OneDigital Investment Advisors
Kansas
+$447K
5
Osaic Holdings
Osaic Holdings
Arizona
+$326K

Top Sellers

Rank Fund Capital Flow
1
FFG
Foundry Financial Group
New Hampshire
-$247K
2
CA
CGN Advisors
Kansas
-$183K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$183K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$171K
5
Morgan Stanley
Morgan Stanley
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Dover Advisors
Virginia
$509K – – –
AA
27
Addison Advisors
Vermont
$486K -$8.27K -355 -2%
CAM
28
Clark Asset Management
New Hampshire
$454K +$160K +6,891 +54%
OIA
29
OneDigital Investment Advisors
Kansas
$446K +$447K +19,218 New
HWM
30
Horizons Wealth Management
North Carolina
$442K -$629 -27 -0.1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$432K +$66.3K +2,847 +18%
RHP
32
Royal Harbor Partners
Texas
$420K -$40.3K -1,733 -9%
MW
33
Members Wealth
Pennsylvania
$402K +$404K +17,350 New
BFA
34
Bill Few Associates
Pennsylvania
$398K +$100K +4,305 +34%
FA
35
FF Advisors
California
$390K +$130K +5,570 +50%
SFG
36
Sterling Financial Group
California
$387K -$125K -5,350 -24%
PAG
37
Private Advisor Group
New Jersey
$356K -$17.8K -765 -5%
CW
38
Cooksen Wealth
Texas
$350K – – –
SPA
39
Sentinel Pension Advisors
Massachusetts
$334K +$120K +5,139 +56%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$323K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$320K -$5.24K -225 -2%
VVP
42
Venture Visionary Partners
Ohio
$301K -$7.05K -303 -2%
MWM
43
Meridian Wealth Management
Kentucky
$297K +$298K +12,787 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$297K +$8.05K +346 +3%
MWA
45
Midland Wealth Advisors
Illinois
$291K +$291K +12,508 New
BPA
46
Beacon Pointe Advisors
California
$288K +$30.1K +1,292 +12%
Stifel Financial
47
Stifel Financial
Missouri
$267K -$73.5K -3,158 -22%
PWM
48
Paulson Wealth Management
Illinois
$264K +$265K +11,381 New
HNB
49
Huntington National Bank
Ohio
$258K – – –
SWM
50
Silverlake Wealth Management
Vermont
$255K – – –
1
2
3

BSMS Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q2 2024, worth a combined $69.6M — up 12% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMS positions and 1 closed out — a net gain of 9 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $3.03M. The largest seller was Foundry Financial Group, exiting entirely with an estimated $247K sold.

  • 62 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $69.6M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q2 2024 was Bank of America, an estimated $3.03M added.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q2 2024 was Foundry Financial Group, an estimated $247K sold.

Based on aggregated 13F filings for Q2 2024.