BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

87 hedge funds and large institutions have $92.3M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.67M
2
Lido Advisors
2
Lido Advisors
California
$1.5M
3
Wells Fargo
3
Wells Fargo
California
$5.93M
4
LPL Financial
4
LPL Financial
California
$6.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.89M

Top Sellers

1
Jane Street
1
Jane Street
New York
$325K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HNB
3
Huntington National Bank
Ohio
$375K
4
HIP
4
HUB Investment Partners
Texas
$0
5
HSWS
5
Higgins & Schmidt Wealth Strategies
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
26
Farmers National Bank
Kentucky
$1.12M +$1.12M +47,930 New
Brown Advisory
27
Brown Advisory
Maryland
$1.1M +$199K +8,514 +22%
HGA
28
Hobbs Group Advisors
South Carolina
$821K +$4.46K +191 +0.5%
CAM
29
Clark Asset Management
New Hampshire
$750K +$2.99K +128 +0.4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$707K +$234K +10,038 +50%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$664K +$664K +28,440 New
SG
32
StoneX Group
New York
$631K +$631K +27,050 New
PWM
33
Paulson Wealth Management
Illinois
$623K +$207K +8,863 +50%
HBT
34
Hills Bank & Trust
Iowa
$620K +$467K +20,024 +305%
SPA
35
Sentinel Pension Advisors
Massachusetts
$603K +$148K +6,360 +33%
SC
36
Savant Capital
Illinois
$558K -$106K -4,559 -16%
AA
37
Addison Advisors
Vermont
$549K -$26.9K -1,155 -5%
KCM
38
Kathmere Capital Management
Pennsylvania
$526K +$526K +22,533 New
DA
39
Dover Advisors
Virginia
$511K – – –
FCAS
40
First Command Advisory Services
Texas
$478K +$376K +16,120 +368%
HWM
41
Horizons Wealth Management
North Carolina
$453K +$12.7K +545 +3%
OIA
42
OneDigital Investment Advisors
Kansas
$448K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$406K +$406K +17,383 New
MWM
44
Meridian Wealth Management
Kentucky
$402K – – –
BFA
45
Bill Few Associates
Pennsylvania
$400K – – –
MW
46
Members Wealth
Pennsylvania
$400K +$400K +17,166 New
FA
47
FF Advisors
California
$394K – – –
SA
48
Sanctuary Advisors
Indiana
$378K +$1.03K +44 +0.3%
HNB
49
Huntington National Bank
Ohio
$375K -$362K – –
AWM
50
Avior Wealth Management
Nebraska
$372K +$241K +10,315 +183%
1
2
3 4