Invesco BulletShares 2029 Municipal Bond ETF
BSMT
23 hedge funds and large institutions have $12.1M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less funds holding
Funds holding: 24 → 23 (-1)
16.14% less ownership
Funds ownership: 85.06% → 68.92% (-16%)
22% less capital invested
Capital invested by funds: $15.6M → $12.1M (-$3.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$1.71M |
| 2 |
EH
Equitable Holdings
New York
|
+$585K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$498K |
| 4 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
+$274K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$841K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$531K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$521K |
| 5 |
Jane Street
New York
|
-$510K |
BSMT Hedge Fund Activity: Q3 2022 in Review
23 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q3 2022, worth a combined $12.1M — down 22% from $15.6M a quarter earlier.
Fund positioning in BSMT was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 7 trimmed.
The largest buyer was LMCG Investments, opening a new position worth an estimated $1.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.06M sold.
- 23 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q3 2022, down from 24 in Q2 2022.
- Funds reported $12.1M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q3 2022, down 22% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q3 2022 was LMCG Investments, an estimated $1.71M added.
- The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2022.