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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $57.4M → $72.1M (+$14.7M)

11% more funds holding

Funds holding: 55 → 61 (+6)

3.24% more ownership

Funds ownership: 64.87% → 68.11% (+3.2%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.88%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.29M
2
Bank of America
Bank of America
North Carolina
+$3.07M
3
Wells Fargo
Wells Fargo
California
+$888K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$639K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$635K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$503K
2
FTUS
Flow Traders U.S.
New York
-$332K
3
CA
CGN Advisors
Kansas
-$184K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$105K
5
EH
Equitable Holdings
New York
-$101K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
26
Hobbs Group Advisors
South Carolina
$702K +$705K +30,649 New
EH
27
Equitable Holdings
New York
$680K -$101K -4,396 -13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$640K +$60.1K +2,614 +10%
MA
29
MONECO Advisors
Connecticut
$631K +$633K +27,539 New
CAM
30
Clark Asset Management
New Hampshire
$599K +$317K +13,806 +112%
FA
31
FF Advisors
California
$549K +$77.9K +3,391 +16%
IWC
32
Integrated Wealth Concepts
Massachusetts
$459K +$942 +41 +0.2%
AA
33
Addison Advisors
Vermont
$451K – – –
BPA
34
Beacon Pointe Advisors
California
$442K +$65.4K +2,843 +17%
HWM
35
Horizons Wealth Management
North Carolina
$440K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$440K +$287K +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 +$120K +5,208 +57%
HNB
42
Huntington National Bank
Ohio
$313K – – –
RJA
43
Raymond James & Associates
Florida
$286K +$16K +694 +6%
MML Investors Services
44
MML Investors Services
Massachusetts
$275K +$8.6K +374 +3%
MWM
45
Meridian Wealth Management
Kentucky
$271K +$272K +11,821 New
DADC
46
D.A. Davidson & Co
Montana
$271K -$29.9K -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 – – –
1
2
3

BSMT Hedge Fund Activity: Q2 2024 in Review

61 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q2 2024, worth a combined $72.1M — up 26% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSMT positions and 1 closed out — a net gain of 6 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.29M. The largest seller was Jane Street, cutting an estimated $503K.

  • 61 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $72.1M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q2 2024, up 26% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $5.29M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $503K sold.

Based on aggregated 13F filings for Q2 2024.