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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.12M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.04M |
| 4 |
LPL Financial
San Diego,
California
|
+$957K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$771K |
| 2 |
Morgan Stanley
New York
|
-$481K |
| 3 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$420K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$391K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$229K | -9,874 | Closed |
|
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.