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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 %
SPIA
51
Steward Partners Investment Advisory
New York
$353K +$9.89K +431 +3%
CW
52
Cooksen Wealth
Texas
$349K – – –
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$332K +$332K +14,491 New
SWM
54
Silverlake Wealth Management
Vermont
$324K +$19.8K +862 +7%
HWM
55
Howard Wealth Management
Connecticut
$287K +$45.7K +1,990 +19%
FIM
56
Freedom Investment Management
Connecticut
$280K +$280K +12,185 New
WCM
57
WealthBridge Capital Management
Ohio
$269K +$29.3K +1,278 +12%
PWM
58
Paulson Wealth Management
Illinois
$262K +$262K +11,435 New
JCM
59
Jacobi Capital Management
Pennsylvania
$260K +$13.8K +600 +6%
SC
60
Savant Capital
Illinois
$250K -$105K -4,584 -30%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$250K -$4.2K -183 -2%
SA
62
Sanctuary Advisors
Indiana
$244K +$244K +10,636 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$214K -$66.9K -2,914 -24%
DADC
64
D.A. Davidson & Co
Montana
$209K – – –
PFG
65
PAX Financial Group
Texas
$202K +$202K +8,815 New
ACA
66
Aptus Capital Advisors
Alabama
$200K – – –
WWA
67
Wingate Wealth Advisors
Massachusetts
$200K +$200K +8,704 New
CBT
68
Crews Bank & Trust
Florida
$198K +$198K +8,650 New
KOCAA
69
Knights of Columbus Asset Advisors
Connecticut
$165K – – –
YP
70
YANKCOM Partnership
South Dakota
$125K +$125K +5,434 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$121K +$22.2K +966 +22%
Comerica Bank
72
Comerica Bank
Texas
$110K – – –
FCAS
73
First Command Advisory Services
Texas
$95.1K +$13.3K +580 +16%
PS
74
Principal Securities
Iowa
$94.5K +$94.5K +4,118 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$80.3K +$77.6K +3,383 +2,891%
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