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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

32 hedge funds and large institutions have $31.6M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.3M
2
Wells Fargo
2
Wells Fargo
California
$5.82M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.28M
4
Invesco
4
Invesco
Georgia
$1.14M
5
DADC
5
D.A. Davidson & Co
Montana
$895K

Top Sellers

1
LI
1
LMCG Investments
Massachusetts
$0
2
CIM
2
Confluence Investment Management
Missouri
$863K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$38.5K
4
UBS Group
4
UBS Group
Switzerland
$155K
5
RHP
5
Royal Harbor Partners
Texas
$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.3M +$8.03M +350,570 +2,971%
Wells Fargo
2
Wells Fargo
California
$5.82M +$5.77M +251,825 +11,379%
Stifel Financial
3
Stifel Financial
Missouri
$2.28M +$2.28M +99,524 New
Jane Street
4
Jane Street
New York
$1.52M +$266K +11,613 +21%
CA
5
CGN Advisors
Kansas
$1.36M +$410K +17,889 +43%
Invesco
6
Invesco
Georgia
$1.14M +$1.14M +49,882 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M +$349K +15,238 +49%
DADC
8
D.A. Davidson & Co
Montana
$895K +$895K +39,070 New
CIM
9
Confluence Investment Management
Missouri
$863K -$1.29M -56,558 -60%
FNB
10
Farmers National Bank
Kentucky
$863K +$374K +16,314 +76%
LPL Financial
11
LPL Financial
California
$777K +$434K +18,940 +126%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$687K +$255K +11,116 +59%
EH
13
Equitable Holdings
New York
$637K +$55.8K +2,437 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$621K +$18.5K +809 +3%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$512K +$445K +19,446 +664%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$482K -$12.5K -544 -3%
AUB
17
Atlantic Union Bankshares
Virginia
$428K +$428K +18,695 New
RHP
18
Royal Harbor Partners
Texas
$416K -$87.2K -3,810 -17%
ADL
19
Asset Dedication LLC
California
$391K +$133K +5,836 +52%
WI
20
WrapManager Inc
California
$352K +$67.7K +2,958 +24%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$334K +$334K +14,588 New
SFG
22
Sterling Financial Group
California
$295K +$295K +12,900 New
MLA
23
MB, Levis & Associates
Pennsylvania
$279K +$279K +12,173 New
FWA
24
FOCUS Wealth Advisors
Texas
$272K – – –
Bank of America
25
Bank of America
North Carolina
$262K +$56K +2,446 +27%
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