BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Overview Fund Activity

50 hedge funds and large institutions have $55.4M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
18
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.73M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.41M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.28M
4
Wells Fargo
4
Wells Fargo
California
$2.15M
5
PWP
5
Precedent Wealth Partners
Texas
$910K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SFG
2
Sterling Financial Group
California
$2.16M
3
DA
3
Dover Advisors
Virginia
$0
4
LPT
4
Legacy Private Trust
Wisconsin
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$206K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.73M 409,624 +308,369 +305%
CIM
2
Confluence Investment Management
Missouri
$6.87M 289,275 -2,981 -1%
LPL Financial
3
LPL Financial
California
$4.19M 176,446 +11,923 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.41M 143,565 +88,991 +163%
Invesco
5
Invesco
Georgia
$3.21M 135,020 +24,180 +22%
CA
6
CGN Advisors
Kansas
$2.22M 93,550 +4,126 +5%
SFG
7
Sterling Financial Group
California
$2.16M 90,902 -33,945 -27%
Wells Fargo
8
Wells Fargo
California
$2.15M 90,647 +47,867 +112%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.64M 69,150 +13,397 +24%
KFI
10
Key Financial Inc
Pennsylvania
$1.45M 60,856 +16,865 +38%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$1.28M 53,869 +53,869 New
Bank of America
12
Bank of America
North Carolina
$1.22M 51,512 +379 +0.7%
FNB
13
Farmers National Bank
Kentucky
$1.08M 45,623 -5,338 -10%
ADL
14
Asset Dedication LLC
California
$952K 39,961 +15,756 +65%
MML Investors Services
15
MML Investors Services
Massachusetts
$947K 39,866 +13,270 +50%
IWC
16
Integrated Wealth Concepts
Massachusetts
$946K 39,840 +5,793 +17%
PWP
17
Precedent Wealth Partners
Texas
$910K 38,301 +38,301 New
Osaic Holdings
18
Osaic Holdings
Arizona
$789K 33,222 -985 -3%
HGA
19
Hobbs Group Advisors
South Carolina
$728K 30,653 +30,653 New
RJA
20
Raymond James & Associates
Florida
$716K 30,127 +16,670 +124%
UBS Group
21
UBS Group
Switzerland
$704K 29,621 +6,508 +28%
SC
22
Savant Capital
Illinois
$676K 28,463 -4,387 -13%
VVP
23
Venture Visionary Partners
Ohio
$600K 25,242 -2,898 -10%
RHP
24
Royal Harbor Partners
Texas
$470K 19,804 – –
HWM
25
Horizons Wealth Management
North Carolina
$449K 18,919 +1,196 +7%
1
2 3