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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

15 hedge funds and large institutions have $7.33M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$920K
2
CPC
2
Cookson Peirce & Co
Pennsylvania
$332K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$275K
4
UBS Group
4
UBS Group
Switzerland
$300K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.2M

Top Sellers

1
ICG
1
InterOcean Capital Group
Tennessee
$0
2
Jane Street
2
Jane Street
New York
$640K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$2.04M +$19.3K +736 +1%
Morgan Stanley
2
Morgan Stanley
New York
$1.2M +$211K +8,049 +21%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$920K +$920K +35,076 New
Jane Street
4
Jane Street
New York
$640K -$70K -2,672 -10%
RHP
5
Royal Harbor Partners
Texas
$576K – – –
Bank of America
6
Bank of America
North Carolina
$537K +$14.6K +557 +3%
CPC
7
Cookson Peirce & Co
Pennsylvania
$332K +$332K +12,644 New
UBS Group
8
UBS Group
Switzerland
$300K +$265K +10,105 +751%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$275K +$275K +10,480 New
Osaic Holdings
10
Osaic Holdings
Arizona
$195K +$92.9K +3,545 +91%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$141K – – –
Wells Fargo
12
Wells Fargo
California
$75K +$13.2K +501 +21%
ADL
13
Asset Dedication LLC
California
$71K +$71K +2,763 New
SPIA
14
Steward Partners Investment Advisory
New York
$28K – – –
ASN
15
Advisory Services Network
Georgia
$4K +$4K +166 New
FNB
16
Farmers National Bank
Kentucky
– -$255K -9,918 Closed
ICG
17
InterOcean Capital Group
Tennessee
– -$215K -8,365 Closed