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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

68 hedge funds and large institutions have $83.8M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.45M
2
Wells Fargo
2
Wells Fargo
California
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$6.56M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.53M
5
LPL Financial
5
LPL Financial
California
$3.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$4.25M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
HNB
5
Huntington National Bank
Ohio
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$931K +$98.9K +4,250 +12%
ADL
27
Asset Dedication LLC
California
$854K +$93.1K +4,001 +12%
CAM
28
Clark Asset Management
New Hampshire
$739K +$131K +5,621 +22%
HGA
29
Hobbs Group Advisors
South Carolina
$723K +$10K +430 +1%
EH
30
Equitable Holdings
New York
$644K -$46.6K -2,001 -7%
HNB
31
Huntington National Bank
Ohio
$593K -$313K – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$588K +$588K +25,251 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$567K +$101K +4,341 +22%
FA
34
FF Advisors
California
$555K – – –
AA
35
Addison Advisors
Vermont
$476K +$18.2K +780 +4%
SPA
36
Sentinel Pension Advisors
Massachusetts
$455K +$120K +5,178 +36%
HWM
37
Horizons Wealth Management
North Carolina
$443K – – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$434K -$216K -9,272 -33%
BPA
39
Beacon Pointe Advisors
California
$429K -$19.7K -848 -4%
MWM
40
Meridian Wealth Management
Kentucky
$380K +$105K +4,518 +38%
SC
41
Savant Capital
Illinois
$360K – – –
CW
42
Cooksen Wealth
Texas
$354K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$348K -$98.5K -4,233 -22%
SWM
44
Silverlake Wealth Management
Vermont
$308K +$50.3K +2,160 +19%
MML Investors Services
45
MML Investors Services
Massachusetts
$304K +$24.7K +1,062 +9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$285K +$22.8K +979 +9%
TF
47
TLWM Financial
Texas
$259K -$5.14K -221 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$258K +$258K +11,085 New
JCM
49
Jacobi Capital Management
Pennsylvania
$250K +$31.9K +1,369 +15%
HWM
50
Howard Wealth Management
Connecticut
$245K +$245K +10,520 New
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