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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

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

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

37% more capital invested

Capital invested by funds: $34M → $46.5M (+$12.5M)

23% more funds holding

Funds holding: 39 → 48 (+9)

3.29% more ownership

Funds ownership: 69.86% → 73.15% (+3.3%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.28M
2
HBT
Hills Bank & Trust
Iowa
+$2.96M
3
KAS
Kestra Advisory Services
Texas
+$1.41M
4
AWM
Avior Wealth Management
Nebraska
+$370K
5
Bank of America
Bank of America
North Carolina
+$364K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.43M
2
Jane Street
Jane Street
New York
-$2.39M
3
CIM
Confluence Investment Management
Missouri
-$295K
4
WI
WrapManager Inc
California
-$294K
5
DADC
D.A. Davidson & Co
Montana
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
26
Horizons Wealth Management
North Carolina
$448K +$323K +14,301 +301%
RHP
27
Royal Harbor Partners
Texas
$427K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$388K +$20K +887 +6%
PAG
29
Private Advisor Group
New Jersey
$366K +$352K +15,587 New
SC
30
Savant Capital
Illinois
$364K – – –
BPA
31
Beacon Pointe Advisors
California
$363K +$350K +15,471 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$362K +$137K +6,078 +65%
CW
33
Cooksen Wealth
Texas
$357K +$344K +15,203 New
AA
34
Addison Advisors
Vermont
$311K -$30.3K -1,340 -9%
CAM
35
Clark Asset Management
New Hampshire
$288K +$59.3K +2,625 +27%
MML Investors Services
36
MML Investors Services
Massachusetts
$275K +$265K +11,717 New
TF
37
TLWM Financial
Texas
$252K +$242K +10,722 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$238K +$14.9K +660 +7%
RJA
39
Raymond James & Associates
Florida
$209K +$201K +8,894 New
VAS
40
Valicenti Advisory Services
New York
$200K +$193K +8,525 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$181K +$64.9K +2,872 +60%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$71K +$2.55K +113 +4%
HNB
43
Huntington National Bank
Ohio
$58K – – –
Comerica Bank
44
Comerica Bank
Texas
$30.5K – – –
DCM
45
Davis Capital Management
Florida
$28.2K +$27.1K +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

BSMT Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q4 2023, worth a combined $46.5M — up 37% from $34M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMT positions and 3 closed out — a net gain of 9 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.28M. The largest seller was Wells Fargo, cutting an estimated $2.43M.

  • 48 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q4 2023, up from 39 in Q3 2023.
  • Funds reported $46.5M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q4 2023 and 3 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.28M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2023.