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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

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
Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.8%
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

1
Wells Fargo
Wells Fargo
California
$10.5M
2
Jane Street
Jane Street
New York
$3.77M
3
CIM
Confluence Investment Management
Missouri
$2.92M
4
SFG
Sterling Financial Group
California
$2.01M
5
Bank of America
Bank of America
North Carolina
$1.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.73M
2
DADC
D.A. Davidson & Co
Montana
$305K
3
CA
CGN Advisors
Kansas
$1.49M
4
VAS
Valicenti Advisory Services
New York
$0
5
KAS
Kestra Advisory Services
Texas
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
FF Advisors
California
$478K -$22.9K -985 -5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$464K +$106K +4,573 +30%
AA
28
Addison Advisors
Vermont
$457K +$149K +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 +$22.3K +959 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$368K +$132K +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 +$332K +14,271 New
DADC
37
D.A. Davidson & Co
Montana
$305K -$1.08M -46,300 -78%
CAM
38
Clark Asset Management
New Hampshire
$286K +$1.6K +69 +0.6%
RJA
39
Raymond James & Associates
Florida
$274K +$66.9K +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 +$258K +11,095 New
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$242K +$242K +10,422 New
SPA
44
Sentinel Pension Advisors
Massachusetts
$213K +$213K +9,170 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$183K +$4.63K +199 +3%
SPIA
46
Steward Partners Investment Advisory
New York
$155K +$139K +5,979 +854%
Comerica Bank
47
Comerica Bank
Texas
$114K +$83.9K +3,612 +278%
ACA
48
Aptus Capital Advisors
Alabama
$103K +$103K +4,422 New
HNB
49
Huntington National Bank
Ohio
$77.3K -$58K – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$71K – – –
1
2
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