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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
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$72K +$72.6K +3,139 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$48K +$324 +14 +0.7%
DCM
78
Davis Capital Management
Florida
$27.5K – – –
GRP
79
Global Retirement Partners
California
$27.5K – – –
Bessemer Group
80
Bessemer Group
New Jersey
$17K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$10K +$10K +433 New
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$6.77K – – –
AF
83
Advisornet Financial
Minnesota
$6.72K – – –
RA
84
Rise Advisors
New York
$4.89K – – –
MLA
85
MB, Levis & Associates
Pennsylvania
– -$1.08M -46,372 Closed
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
– -$588K -25,251 Closed
HIP
87
HUB Investment Partners
Texas
– -$218K -9,369 Closed
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
– -$206K -8,859 Closed
Fidelity Investments
89
Fidelity Investments
Massachusetts
– -$23 -1 Closed
1 2 3
4

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.