Invesco BulletShares 2028 Municipal Bond ETF
BSMS
17 hedge funds and large institutions have $10.2M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
1.27% more ownership
Funds ownership: 52.9% → 54.17% (+1.3%)
3% more capital invested
Capital invested by funds: $9.92M → $10.2M (+$272K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$590K |
| 2 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$298K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$230K |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$108K |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$898K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$253K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$202K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$25.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.8K |
BSMS Hedge Fund Activity: Q4 2021 in Review
17 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q4 2021, worth a combined $10.2M — up 2.7% from $9.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BSMS positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Farmers National Bank, opening a new position worth an estimated $590K. The largest seller was Royal Bank of Canada, cutting an estimated $898K.
- 17 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $10.2M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q4 2021, up 2.7% quarter-over-quarter.
- 3 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q4 2021 was Farmers National Bank, an estimated $590K added.
- The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $898K sold.
Based on aggregated 13F filings for Q4 2021.