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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

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

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

21% more funds holding

Funds holding: 72 → 87 (+15)

17% more capital invested

Capital invested by funds: $78.9M → $92.3M (+$13.4M)

0.57% more ownership

Funds ownership: 64.05% → 64.62% (+0.57%)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.15%
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

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.86M
2
Lido Advisors
Lido Advisors
California
+$1.5M
3
Wells Fargo
Wells Fargo
California
+$972K
4
LPL Financial
LPL Financial
California
+$867K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$756K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.66M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
3
HIP
HUB Investment Partners
Texas
-$278K
4
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$215K
5
FFG
Foundry Financial Group
New Hampshire
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
51
Cooksen Wealth
Texas
$351K – – –
Jane Street
52
Jane Street
New York
$325K -$1.66M -70,954 -84%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$325K – – –
WA
54
WESPAC Advisors
California
$302K +$304K +12,958 New
FIM
55
Freedom Investment Management
Connecticut
$300K +$302K +12,861 New
HWM
56
Howard Wealth Management
Connecticut
$297K +$46.1K +1,965 +18%
MWA
57
Midland Wealth Advisors
Illinois
$292K – – –
SWM
58
Silverlake Wealth Management
Vermont
$276K +$19.9K +850 +8%
Toronto Dominion Bank
59
Toronto Dominion Bank
Ontario, Canada
$273K +$274K +11,707 New
AFA
60
AA Financial Advisors
Ohio
$270K +$272K +11,593 New
JCM
61
Jacobi Capital Management
Pennsylvania
$261K +$12.7K +540 +5%
BPA
62
Beacon Pointe Advisors
California
$259K +$141 +6 +0.1%
VVP
63
Venture Visionary Partners
Ohio
$250K -$28.6K -1,220 -10%
BEI
64
Benjamin Edwards Inc
Missouri
$246K +$3.77K +161 +2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$241K -$28.5K -1,217 -11%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$236K +$891 +38 +0.4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$234K -$87.9K -3,748 -27%
KV
68
Kickstand Ventures
New York
$222K – – –
PFG
69
PAX Financial Group
Texas
$203K +$204K +8,685 New
OFG
70
Opulen Financial Group
Virginia
$203K +$204K +8,684 New
ACA
71
Aptus Capital Advisors
Alabama
$201K – – –
WWA
72
Wingate Wealth Advisors
Massachusetts
$200K +$201K +8,579 New
CBT
73
Crews Bank & Trust
Florida
$199K +$200K +8,535 New
YP
74
YANKCOM Partnership
South Dakota
$199K +$200K +8,530 New
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
1 2
3
4

BSMS Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q4 2024, worth a combined $92.3M — up 17% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMS positions and 5 closed out — a net gain of 17 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.86M. The largest seller was Jane Street, cutting an estimated $1.66M.

  • 87 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $92.3M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q4 2024 was UBS Group, an estimated $1.86M added.
  • The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q4 2024 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2024.