Invesco BulletShares 2029 Municipal Bond ETF
BSMT
9 hedge funds and large institutions have $4.09M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
52% more capital invested
Capital invested by funds: $2.69M → $4.09M (+$1.4M)
25.67% more ownership
Funds ownership: 52.6% → 78.27% (+26%)
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$837K |
| 2 |
Morgan Stanley
New York
|
+$239K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$14.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.2M | +$837K | +32,574 | +63% |
|
|
2
Morgan Stanley
New York
| $589K | +$239K | +9,292 | +70% |
|
|
RHP
3
Royal Harbor Partners
Houston,
Texas
| $574K | – | – | – |
|
|
FNB
4
Farmers National Bank
Danville,
Kentucky
| $243K | +$239K | +9,303 | New |
|
|
ICG
5
InterOcean Capital Group
Nashville,
Tennessee
| $219K | +$215K | +8,365 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $183K | +$3.29K | +128 | +2% |
|
|
ADL
7
Asset Dedication LLC
San Francisco,
California
| $36K | +$14.9K | +578 | +73% |
|
|
8
Wells Fargo
San Francisco,
California
| $31K | +$11.8K | +460 | +63% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $20K | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$239K | -9,354 | Closed |
|
BSMT Hedge Fund Activity: Q4 2020 in Review
9 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q4 2020, worth a combined $4.09M — up 52% from $2.69M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BSMT positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $837K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $239K sold.
- 9 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q4 2020, up from 8 in Q3 2020.
- Funds reported $4.09M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q4 2020, up 52% quarter-over-quarter.
- 2 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q4 2020 was Jane Street, an estimated $837K added.
- The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q4 2020 was Susquehanna International Group, an estimated $239K sold.
Based on aggregated 13F filings for Q4 2020.