Invesco BulletShares 2028 Municipal Bond ETF
BSMS
12 hedge funds and large institutions have $4.63M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 0 closing their positions.
44% more capital invested
Capital invested by funds: $3.21M → $4.63M (+$1.43M)
33% more funds holding
Funds holding: 9 → 12 (+3)
2.02% less ownership
Funds ownership: 57.64% → 55.62% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$836K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$89.4K |
| 3 |
LPL Financial
San Diego,
California
|
+$66.2K |
| 4 |
Morgan Stanley
New York
|
+$33.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.9M | +$836K | +32,345 | +80% |
|
|
RHP
2
Royal Harbor Partners
Houston,
Texas
| $618K | – | – | – |
|
3
Bank of America
Charlotte,
North Carolina
| $502K | +$13K | +503 | +3% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $483K | – | – | – |
|
|
5
LPL Financial
San Diego,
California
| $277K | +$66.2K | +2,562 | +32% |
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $262K | – | – | – |
|
|
ICG
7
InterOcean Capital Group
Nashville,
Tennessee
| $219K | +$216K | +8,351 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $129K | +$30.1K | +1,165 | +31% |
|
|
9
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $91K | +$89.4K | +3,460 | New |
|
|
10
Morgan Stanley
New York
| $59K | +$33.3K | +1,289 | +134% |
|
|
ADL
11
Asset Dedication LLC
San Francisco,
California
| $48K | +$26.7K | +1,035 | +126% |
|
12
Wells Fargo
San Francisco,
California
| $31K | +$11.9K | +460 | +63% |
|
13
UBS Group
Zurich,
Switzerland
| $11K | +$10.6K | +410 | New |
|
BSMS Hedge Fund Activity: Q4 2020 in Review
12 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q4 2020, worth a combined $4.63M — up 44% from $3.21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BSMS positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $836K.
- 12 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q4 2020, up from 9 in Q3 2020.
- Funds reported $4.63M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q4 2020, up 44% quarter-over-quarter.
- 3 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +3 holders.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q4 2020 was Jane Street, an estimated $836K added.
Based on aggregated 13F filings for Q4 2020.