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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

61 hedge funds and large institutions have $72.1M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
33
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$5.27M
2
Bank of America
Bank of America
North Carolina
$4.86M
3
Wells Fargo
Wells Fargo
California
$11.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.41M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$814K

Top Sellers

1
Jane Street
Jane Street
New York
$3.22M
2
FTUS
Flow Traders U.S.
New York
$0
3
CA
CGN Advisors
Kansas
$1.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$258K
5
EH
Equitable Holdings
New York
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
26
Hobbs Group Advisors
South Carolina
$702K +$702K +30,649 New
EH
27
Equitable Holdings
New York
$680K -$101K -4,396 -13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$640K +$59.9K +2,614 +10%
MA
29
MONECO Advisors
Connecticut
$631K +$631K +27,539 New
CAM
30
Clark Asset Management
New Hampshire
$599K +$316K +13,806 +112%
FA
31
FF Advisors
California
$549K +$77.7K +3,391 +16%
IWC
32
Integrated Wealth Concepts
Massachusetts
$459K +$940 +41 +0.2%
AA
33
Addison Advisors
Vermont
$451K – – –
BPA
34
Beacon Pointe Advisors
California
$442K +$65.1K +2,843 +17%
HWM
35
Horizons Wealth Management
North Carolina
$440K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$440K +$286K +12,502 +187%
RHP
37
Royal Harbor Partners
Texas
$416K – – –
PAG
38
Private Advisor Group
New Jersey
$357K – – –
SC
39
Savant Capital
Illinois
$355K – – –
CW
40
Cooksen Wealth
Texas
$348K – – –
SPA
41
Sentinel Pension Advisors
Massachusetts
$329K +$119K +5,208 +57%
HNB
42
Huntington National Bank
Ohio
$313K -$77.3K – –
RJA
43
Raymond James & Associates
Florida
$286K +$15.9K +694 +6%
MML Investors Services
44
MML Investors Services
Massachusetts
$275K +$8.56K +374 +3%
MWM
45
Meridian Wealth Management
Kentucky
$271K +$271K +11,821 New
DADC
46
D.A. Davidson & Co
Montana
$271K -$29.8K -1,302 -10%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$264K +$24.8K +1,079 +10%
TF
48
TLWM Financial
Texas
$260K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$258K -$105K -4,589 -29%
SWM
50
Silverlake Wealth Management
Vermont
$254K – – –
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