Invesco BulletShares 2028 Municipal Bond ETF
BSMS
62 hedge funds and large institutions have $69.6M invested in Invesco BulletShares 2028 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
561% more capital inflows, than outflows
Capital inflows: $9.21M | Capital outflows: $1.39M
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
17% more funds holding
Funds holding: 53 → 62 (+9)
3.28% more ownership
Funds ownership: 61.61% → 64.9% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$548K |
| 3 |
MONECO Advisors
Fairfield,
Connecticut
|
+$463K |
| 4 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$447K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Foundry Financial Group
Laconia,
New Hampshire
|
-$247K |
| 2 |
CGN Advisors
Manhattan,
Kansas
|
-$183K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$183K |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$171K |
| 5 |
Morgan Stanley
New York
|
-$146K |
BSMS Hedge Fund Activity: Q2 2024 in Review
62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) for Q2 2024, worth a combined $69.6M — up 12% from $62.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSMS positions and 1 closed out — a net gain of 9 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $3.03M. The largest seller was Foundry Financial Group, exiting entirely with an estimated $247K sold.
- 62 institutional investors held Invesco BulletShares 2028 Municipal Bond ETF (BSMS) as of Q2 2024, up from 53 in Q1 2024.
- Funds reported $69.6M of Invesco BulletShares 2028 Municipal Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2028 Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +9 holders.
- The largest Invesco BulletShares 2028 Municipal Bond ETF buyer in Q2 2024 was Bank of America, an estimated $3.03M added.
- The largest Invesco BulletShares 2028 Municipal Bond ETF seller in Q2 2024 was Foundry Financial Group, an estimated $247K sold.
Based on aggregated 13F filings for Q2 2024.