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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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$136K +$2.35K +100 +2%
PS
77
Principal Securities
Iowa
$94.2K +$94.7K +4,039 New
PTC
78
Private Trust Company
Ohio
$85.2K +$85.6K +3,650 New
WB
79
Webster Bank
Connecticut
$49.5K +$49.7K +2,120 New
DCM
80
Davis Capital Management
Florida
$42.2K – – –
Comerica Bank
81
Comerica Bank
Texas
$33.5K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$30K +$10K +428 +50%
CFD
83
Creative Financial Designs
Indiana
$20.1K +$141 +6 +0.7%
OP
84
ORG Partners
Indiana
$19.8K – – –
Bessemer Group
85
Bessemer Group
New Jersey
$15K – – –
CF
86
Collier Financial
Colorado
$13.4K +$13.5K +575 New
AF
87
Advisornet Financial
Minnesota
$8.28K – – –
HI
88
Harbour Investments
Wisconsin
$5.01K +$5.04K +215 New
Citadel Advisors
89
Citadel Advisors
Florida
– -$1.2M -50,820 Closed
HIP
90
HUB Investment Partners
Texas
– -$278K -11,794 Closed
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
– -$215K -9,137 Closed
FFG
92
Foundry Financial Group
New Hampshire
– -$200K -8,491 Closed
Fidelity Investments
93
Fidelity Investments
Massachusetts
– -$24 -1 Closed
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.