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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

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
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.11%
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

1
KCM
1
Kathmere Capital Management
Pennsylvania
$9.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.56M
3
Lido Advisors
3
Lido Advisors
California
$1.35M
4
Jane Street
4
Jane Street
New York
$3.18M
5
Invesco
5
Invesco
Georgia
$4.29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.3M
2
MLA
2
MB, Levis & Associates
Pennsylvania
$0
3
HNB
3
Huntington National Bank
Ohio
$633K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$204K +8,903 +19%
CA
27
CGN Advisors
Kansas
$1.22M -$67.1K -2,923 -5%
ADL
28
Asset Dedication LLC
California
$1.2M +$354K +15,415 +42%
ACM
29
AlphaStar Capital Management
North Carolina
$1.17M +$1.17M +50,882 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M +$604K +26,312 +108%
NA
31
NewEdge Advisors
Louisiana
$1.11M +$1.11M +48,342 New
FNB
32
Farmers National Bank
Kentucky
$1.06M +$1.06M +46,227 New
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$981K +$981K +42,759 New
CAM
34
Clark Asset Management
New Hampshire
$804K +$75.8K +3,306 +10%
HGA
35
Hobbs Group Advisors
South Carolina
$716K +$2.8K +122 +0.4%
EH
36
Equitable Holdings
New York
$681K +$46.4K +2,024 +7%
MML Investors Services
37
MML Investors Services
Massachusetts
$659K +$359K +15,650 +120%
HNB
38
Huntington National Bank
Ohio
$633K -$593K – –
SG
39
StoneX Group
New York
$630K +$630K +27,449 New
SPA
40
Sentinel Pension Advisors
Massachusetts
$597K +$148K +6,459 +33%
TF
41
TLWM Financial
Texas
$530K +$275K +11,966 +108%
CIC
42
Carnegie Investment Counsel
Ohio
$475K +$475K +20,692 New
HWM
43
Horizons Wealth Management
North Carolina
$472K +$34.6K +1,507 +8%
AA
44
Addison Advisors
Vermont
$464K -$5.16K -225 -1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$439K +$11K +480 +3%
BFA
46
Bill Few Associates
Pennsylvania
$401K +$199K +8,695 +99%
PTC
47
Private Trust Company
Ohio
$386K +$386K +16,843 New
MWM
48
Meridian Wealth Management
Kentucky
$375K – – –
BPA
49
Beacon Pointe Advisors
California
$373K -$49.9K -2,174 -12%
FA
50
FF Advisors
California
$362K -$193K -8,340 -35%
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