Invesco BulletShares 2028 Municipal Bond ETF
BSMS
20 hedge funds and large institutions have $13.4M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 16 → 20 (+4)
1.46% less ownership
Funds ownership: 65.66% → 64.2% (-1.5%)
18% less capital inflows, than outflows
Capital inflows: $1.44M | Capital outflows: $1.74M
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGN Advisors
Manhattan,
Kansas
|
+$834K |
| 2 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
+$228K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$131K |
| 4 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$78.7K |
| 5 |
Jane Street
New York
|
+$70.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$473K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$148K |
| 4 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$24.3K |
| 5 |
Asset Dedication LLC
San Francisco,
California
|
-$23.2K |
BSMS Hedge Fund Activity: Q2 2022 in Review
20 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q2 2022, worth a combined $13.4M — down 6.1% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BSMS positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was CGN Advisors, opening a new position worth an estimated $834K. The largest seller was Citadel Advisors, cutting an estimated $1.03M.
- 20 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q2 2022, up from 16 in Q1 2022.
- Funds reported $13.4M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q2 2022, down 6.1% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q2 2022 and 0 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q2 2022 was CGN Advisors, an estimated $834K added.
- The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2022.