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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

83 hedge funds and large institutions have $113M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $83.8M → $113M (+$28.7M)

22% more funds holding

Funds holding: 68 → 83 (+15)

6.78% more ownership

Funds ownership: 63.9% → 70.67% (+6.8%)

Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
38
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$9.85M
2
Goldman Sachs
Goldman Sachs
New York
+$1.57M
3
Lido Advisors
Lido Advisors
California
+$1.36M
4
Jane Street
Jane Street
New York
+$1.24M
5
Invesco
Invesco
Georgia
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.31M
2
MLA
MB, Levis & Associates
Pennsylvania
-$1.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$588K
4
HIP
HUB Investment Partners
Texas
-$218K
5
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$206K +8,903 +19%
CA
27
CGN Advisors
Kansas
$1.22M -$67.6K -2,923 -5%
ADL
28
Asset Dedication LLC
California
$1.2M +$356K +15,415 +42%
ACM
29
AlphaStar Capital Management
North Carolina
$1.17M +$1.18M +50,882 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M +$608K +26,312 +108%
NA
31
NewEdge Advisors
Louisiana
$1.11M +$1.12M +48,342 New
FNB
32
Farmers National Bank
Kentucky
$1.06M +$1.07M +46,227 New
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$981K +$988K +42,759 New
CAM
34
Clark Asset Management
New Hampshire
$804K +$76.4K +3,306 +10%
HGA
35
Hobbs Group Advisors
South Carolina
$716K +$2.82K +122 +0.4%
EH
36
Equitable Holdings
New York
$681K +$46.8K +2,024 +7%
MML Investors Services
37
MML Investors Services
Massachusetts
$659K +$362K +15,650 +120%
HNB
38
Huntington National Bank
Ohio
$633K – – –
SG
39
StoneX Group
New York
$630K +$635K +27,449 New
SPA
40
Sentinel Pension Advisors
Massachusetts
$597K +$149K +6,459 +33%
TF
41
TLWM Financial
Texas
$530K +$277K +11,966 +108%
CIC
42
Carnegie Investment Counsel
Ohio
$475K +$478K +20,692 New
HWM
43
Horizons Wealth Management
North Carolina
$472K +$34.8K +1,507 +8%
AA
44
Addison Advisors
Vermont
$464K -$5.2K -225 -1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$439K +$11.1K +480 +3%
BFA
46
Bill Few Associates
Pennsylvania
$401K +$201K +8,695 +99%
PTC
47
Private Trust Company
Ohio
$386K +$389K +16,843 New
MWM
48
Meridian Wealth Management
Kentucky
$375K – – –
BPA
49
Beacon Pointe Advisors
California
$373K -$50.3K -2,174 -12%
FA
50
FF Advisors
California
$362K -$193K -8,340 -35%
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BSMT Hedge Fund Activity: Q4 2024 in Review

83 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q4 2024, worth a combined $113M — up 34% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMT positions and 5 closed out — a net gain of 17 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $9.85M. The largest seller was Wells Fargo, cutting an estimated $2.31M.

  • 83 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $113M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q4 2024 was Kathmere Capital Management, an estimated $9.85M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.