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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 %
WCM
51
WealthBridge Capital Management
Ohio
$244K +$244K +10,467 New
HIP
52
HUB Investment Partners
Texas
$218K +$218K +9,369 New
DADC
53
D.A. Davidson & Co
Montana
$212K -$63.1K -2,710 -23%
HSWS
54
Higgins & Schmidt Wealth Strategies
Colorado
$206K +$206K +8,859 New
BFA
55
Bill Few Associates
Pennsylvania
$204K – – –
ACA
56
Aptus Capital Advisors
Alabama
$203K +$100K +4,300 +97%
KOCAA
57
Knights of Columbus Asset Advisors
Connecticut
$167K +$167K +7,185 New
Comerica Bank
58
Comerica Bank
Texas
$111K -$3.51K -151 -3%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$100K +$71.6K +3,077 +251%
FCAS
60
First Command Advisory Services
Texas
$83K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$48.4K +$48.4K +2,080 New
GRP
62
Global Retirement Partners
California
$27.9K – – –
DCM
63
Davis Capital Management
Florida
$27.9K – – –
Bessemer Group
64
Bessemer Group
New Jersey
$17K +$17K +750 New
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$6.87K – – –
AF
66
Advisornet Financial
Minnesota
$6.82K +$6.82K +293 New
RA
67
Rise Advisors
New York
$4.96K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$2.72K +$2.72K +117 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$23 +$23 +1 New
RHP
70
Royal Harbor Partners
Texas
– -$416K -18,167 Closed
PAG
71
Private Advisor Group
New Jersey
– -$357K -15,587 Closed
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
– -$264K -11,501 Closed
GEA
73
Glen Eagle Advisors
New Jersey
– -$2.29K -100 Closed
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