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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

55 hedge funds and large institutions have $57.4M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

23% more capital invested

Capital invested by funds: $46.5M → $57.4M (+$10.9M)

15% more funds holding

Funds holding: 48 → 55 (+7)

8.28% less ownership

Funds ownership: 73.15% → 64.87% (-8.3%)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.92M
2
Jane Street
Jane Street
New York
+$3.79M
3
CIM
Confluence Investment Management
Missouri
+$2.93M
4
SFG
Sterling Financial Group
California
+$1.37M
5
Bank of America
Bank of America
North Carolina
+$843K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.44M
2
DADC
D.A. Davidson & Co
Montana
-$1.08M
3
CA
CGN Advisors
Kansas
-$725K
4
VAS
Valicenti Advisory Services
New York
-$200K
5
KAS
Kestra Advisory Services
Texas
-$87.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FF Advisors
California
$478K -$23K -985 -5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$464K +$107K +4,573 +30%
AA
28
Addison Advisors
Vermont
$457K +$150K +6,405 +48%
HWM
29
Horizons Wealth Management
North Carolina
$448K – – –
RHP
30
Royal Harbor Partners
Texas
$422K – – –
BPA
31
Beacon Pointe Advisors
California
$382K +$22.4K +959 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$368K +$133K +5,703 +56%
PAG
33
Private Advisor Group
New Jersey
$362K – – –
SC
34
Savant Capital
Illinois
$360K – – –
CW
35
Cooksen Wealth
Texas
$353K – – –
FTUS
36
Flow Traders U.S.
New York
$332K +$333K +14,271 New
DADC
37
D.A. Davidson & Co
Montana
$305K -$1.08M -46,300 -78%
CAM
38
Clark Asset Management
New Hampshire
$286K +$1.61K +69 +0.6%
RJA
39
Raymond James & Associates
Florida
$274K +$67.2K +2,877 +32%
MML Investors Services
40
MML Investors Services
Massachusetts
$271K -$1.68K -72 -0.6%
TF
41
TLWM Financial
Texas
$264K +$14.6K +627 +6%
SWM
42
Silverlake Wealth Management
Vermont
$258K +$259K +11,095 New
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$242K +$243K +10,422 New
SPA
44
Sentinel Pension Advisors
Massachusetts
$213K +$214K +9,170 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$183K +$4.65K +199 +3%
SPIA
46
Steward Partners Investment Advisory
New York
$155K +$140K +5,979 +854%
Comerica Bank
47
Comerica Bank
Texas
$114K +$84.3K +3,612 +278%
ACA
48
Aptus Capital Advisors
Alabama
$103K +$103K +4,422 New
HNB
49
Huntington National Bank
Ohio
$77.3K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$71K – – –
1
2
3

BSMT Hedge Fund Activity: Q1 2024 in Review

55 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q1 2024, worth a combined $57.4M — up 23% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMT positions and 1 closed out — a net gain of 8 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.92M. The largest seller was Morgan Stanley, cutting an estimated $2.44M.

  • 55 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q1 2024, up from 48 in Q4 2023.
  • Funds reported $57.4M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q1 2024 was Wells Fargo, an estimated $3.92M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2024.