Invesco BulletShares 2029 Municipal Bond ETF
BSMT
BSMT
12 hedge funds and large institutions have $5.55M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
$696K |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $1.98M | +$1.98M | +77,083 | New |
|
2
Morgan Stanley
New York
| $964K | +$385K | +15,000 | +67% |
|
|
3
Jane Street
New York
| $696K | -$1.46M | -56,981 | -68% |
|
|
RHP
4
Royal Harbor Partners
Houston,
Texas
| $564K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $512K | +$333K | +12,960 | +185% |
|
|
FNB
6
Farmers National Bank
Danville,
Kentucky
| $255K | +$15.8K | +615 | +7% |
|
|
ICG
7
InterOcean Capital Group
Nashville,
Tennessee
| $215K | – | – | – |
|
8
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $138K | +$138K | +5,380 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $100K | +$80.8K | +3,150 | +420% |
|
10
Wells Fargo
San Francisco,
California
| $60K | +$29.7K | +1,161 | +98% |
|
11
UBS Group
Zurich,
Switzerland
| $35K | +$35K | +1,345 | New |
|
|
SPIA
12
Steward Partners Investment Advisory
New York
| $27.5K | +$27.5K | +1,072 | New |
|
|
ADL
13
Asset Dedication LLC
San Francisco,
California
| – | -$36K | -1,369 | Closed |
|