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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

72 hedge funds and large institutions have $78.9M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

16% more funds holding

Funds holding: 62 → 72 (+10)

13% more capital invested

Capital invested by funds: $69.6M → $78.9M (+$9.29M)

0.85% less ownership

Funds ownership: 64.9% → 64.05% (-0.85%)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.19M
2
UBS Group
UBS Group
Switzerland
+$1.12M
3
Stifel Financial
Stifel Financial
Missouri
+$1.04M
4
LPL Financial
LPL Financial
California
+$957K
5
HighTower Advisors
HighTower Advisors
Illinois
+$920K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$771K
2
Morgan Stanley
Morgan Stanley
New York
-$481K
3
RHP
Royal Harbor Partners
Texas
-$420K
4
CIM
Confluence Investment Management
Missouri
-$391K
5
PAG
Private Advisor Group
New Jersey
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$845K +$81.7K +3,489 +11%
HGA
27
Hobbs Group Advisors
South Carolina
$825K +$60.3K +2,574 +8%
CAM
28
Clark Asset Management
New Hampshire
$755K +$292K +12,467 +64%
SC
29
Savant Capital
Illinois
$671K – – –
SFG
30
Sterling Financial Group
California
$641K +$246K +10,500 +63%
AA
31
Addison Advisors
Vermont
$583K +$89K +3,800 +18%
DA
32
Dover Advisors
Virginia
$516K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$477K +$38.3K +1,636 +9%
SPA
34
Sentinel Pension Advisors
Massachusetts
$460K +$120K +5,123 +36%
OIA
35
OneDigital Investment Advisors
Kansas
$453K – – –
HWM
36
Horizons Wealth Management
North Carolina
$445K – – –
PWM
37
Paulson Wealth Management
Illinois
$421K +$152K +6,475 +57%
MWM
38
Meridian Wealth Management
Kentucky
$407K +$105K +4,465 +35%
BFA
39
Bill Few Associates
Pennsylvania
$404K – – –
FA
40
FF Advisors
California
$394K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$385K +$59.6K +2,544 +18%
SA
42
Sanctuary Advisors
Indiana
$379K +$378K +16,148 New
HNB
43
Huntington National Bank
Ohio
$362K – – –
CW
44
Cooksen Wealth
Texas
$355K – – –
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$328K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$325K +$22.6K +967 +8%
MWA
47
Midland Wealth Advisors
Illinois
$295K – – –
VVP
48
Venture Visionary Partners
Ohio
$282K -$23.4K -1,000 -8%
HIP
49
HUB Investment Partners
Texas
$278K +$276K +11,794 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$273K +$30K +1,280 +12%
1
2
3 4

BSMS Hedge Fund Activity: Q3 2024 in Review

72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q3 2024, worth a combined $78.9M — up 13% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSMS positions and 3 closed out — a net gain of 13 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.19M. The largest seller was Bank of America, cutting an estimated $771K.

  • 72 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $78.9M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q3 2024 and 3 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.19M added.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q3 2024 was Bank of America, an estimated $771K sold.

Based on aggregated 13F filings for Q3 2024.