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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$888K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$639K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$635K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$503K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$332K |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$184K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$105K |
| 5 |
EH
Equitable Holdings
New York
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| $214K | +$215K | +9,359 | New |
|
|
BFA
52
Bill Few Associates
Pittsburgh,
Pennsylvania
| $201K | +$202K | +8,770 | New |
|
53
Comerica Bank
Dallas,
Texas
| $113K | +$598 | +26 | +0.5% |
|
|
ACA
54
Aptus Capital Advisors
Fairhope,
Alabama
| $101K | – | – | – |
|
|
FCAS
55
First Command Advisory Services
Fort Worth,
Texas
| $81.7K | +$36.9K | +1,605 | +82% |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $73K | +$3.54K | +154 | +5% |
|
57
Jones Financial Companies
Des Peres,
Missouri
| $28.1K | +$28.2K | +1,228 | New |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| $27.5K | – | – | – |
|
|
DCM
59
Davis Capital Management
Jacksonville,
Florida
| $27.4K | – | – | – |
|
|
MPWT
60
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $6.76K | – | – | – |
|
|
RA
61
Rise Advisors
Rochester,
New York
| $4.88K | -$69 | -3 | -1% |
|
|
GEA
62
Glen Eagle Advisors
Kingston,
New Jersey
| $2.29K | – | – | – |
|
|
FTUS
63
Flow Traders U.S.
New York
| – | -$332K | -14,271 | Closed |
|
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.