Invesco BulletShares 2029 Municipal Bond ETF
BSMT
BSMT
34 hedge funds and large institutions have $36M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$2.4M |
| 2 |
Morgan Stanley
New York
|
+$1.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$859K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$732K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$470K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CAM
26
Clark Asset Management
Stratham,
New Hampshire
| $222K | +$1.47K | +63 | +0.7% |
|
|
AWM
27
Avior Wealth Management
Omaha,
Nebraska
| $200K | +$200K | +8,545 | New |
|
28
UBS Group
Zurich,
Switzerland
| $166K | +$7.72K | +330 | +5% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $69.4K | +$30.1K | +1,285 | +76% |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $69K | -$458K | -19,446 | -87% |
|
|
HWM
31
Horizons Wealth Management
Asheville,
North Carolina
| $67.3K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $27.9K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $16.4K | – | – | – |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| $335 | +$335 | +14,356 | New |
|
35
Stifel Financial
St. Louis,
Missouri
| – | -$2.28M | -99,524 | Closed |
|
|
CPC
36
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$226K | -9,878 | Closed |
|