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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

48 hedge funds and large institutions have $46.5M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.22M
2
HBT
2
Hills Bank & Trust
Iowa
$5.55M
3
KAS
3
Kestra Advisory Services
Texas
$1.47M
4
AWM
4
Avior Wealth Management
Nebraska
$656K
5
Bank of America
5
Bank of America
North Carolina
$998K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.72M
2
Jane Street
2
Jane Street
New York
$0
3
CIM
3
Confluence Investment Management
Missouri
$0
4
WI
4
WrapManager Inc
California
$0
5
DADC
5
D.A. Davidson & Co
Montana
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
Horizons Wealth Management
North Carolina
$448K +$336K +14,301 +301%
RHP
27
Royal Harbor Partners
Texas
$427K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$388K +$20.8K +887 +6%
PAG
29
Private Advisor Group
New Jersey
$366K +$366K +15,587 New
SC
30
Savant Capital
Illinois
$364K – – –
BPA
31
Beacon Pointe Advisors
California
$363K +$363K +15,471 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$362K +$143K +6,078 +65%
CW
33
Cooksen Wealth
Texas
$357K +$357K +15,203 New
AA
34
Addison Advisors
Vermont
$311K -$31.5K -1,340 -9%
CAM
35
Clark Asset Management
New Hampshire
$288K +$61.7K +2,625 +27%
MML Investors Services
36
MML Investors Services
Massachusetts
$275K +$275K +11,717 New
TF
37
TLWM Financial
Texas
$252K +$252K +10,722 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$238K +$15.5K +660 +7%
RJA
39
Raymond James & Associates
Florida
$209K +$209K +8,894 New
VAS
40
Valicenti Advisory Services
New York
$200K +$200K +8,525 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$181K +$67.5K +2,872 +60%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$71K +$2.64K +113 +4%
HNB
43
Huntington National Bank
Ohio
$58K -$22 – –
Comerica Bank
44
Comerica Bank
Texas
$30.5K – – –
DCM
45
Davis Capital Management
Florida
$28.2K +$28.2K +1,200 New
GRP
46
Global Retirement Partners
California
$28.1K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$16.4K – – –
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$6.93K – – –
RA
49
Rise Advisors
New York
$5.08K – – –
Jane Street
50
Jane Street
New York
– -$2.39M -107,869 Closed
1
2
3