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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

39 hedge funds and large institutions have $34M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
$2.32M
2
Wells Fargo
Wells Fargo
California
$8.7M
3
LPL Financial
LPL Financial
California
$1.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$654K
5
UBS Group
UBS Group
Switzerland
$868K

Top Sellers

1
Jane Street
Jane Street
New York
$2.39M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
CPC
Cookson Peirce & Co
Pennsylvania
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
EH
Equitable Holdings
New York
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$295K – – –
WI
27
WrapManager Inc
California
$294K -$4.98K -225 -2%
AWM
28
Avior Wealth Management
Nebraska
$256K +$15.2K +687 +6%
CAM
29
Clark Asset Management
New Hampshire
$213K +$1.44K +65 +0.7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$210K +$3.63K +164 +2%
IWC
31
Integrated Wealth Concepts
Massachusetts
$206K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$107K +$27.1K +1,227 +34%
HWM
33
Horizons Wealth Management
North Carolina
$105K +$41.4K +1,872 +65%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$65K – – –
Comerica Bank
35
Comerica Bank
Texas
$28.7K +$28.7K +1,299 New
GRP
36
Global Retirement Partners
California
$26.4K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$15.5K – – –
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$6.53K – – –
RA
39
Rise Advisors
New York
$4.78K – – –
HNB
40
Huntington National Bank
Ohio
$22 -$23 – –
Goldman Sachs
41
Goldman Sachs
New York
– -$1.19M -51,871 Closed
CPC
42
Cookson Peirce & Co
Pennsylvania
– -$229K -9,953 Closed
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
– -$48.9K -2,126 Closed
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