Invesco BulletShares 2029 Municipal Bond ETF
BSMT
40 hedge funds and large institutions have $40.5M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
45% more capital inflows, than outflows
Capital inflows: $15.4M | Capital outflows: $10.6M
18% more funds holding
Funds holding: 34 → 40 (+6)
9.9% more ownership
Funds ownership: 74.06% → 83.95% (+9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.09M |
| 2 |
Key Financial Inc
West Chester,
Pennsylvania
|
+$1.26M |
| 3 |
Goldman Sachs
New York
|
+$1.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$956K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.08M |
| 2 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$944K |
| 3 |
FOCUS Wealth Advisors
Houston,
Texas
|
-$278K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$107K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$59.7K |
BSMT Hedge Fund Activity: Q2 2023 in Review
40 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q2 2023, worth a combined $40.5M — up 11% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BSMT positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $8.09M. The largest seller was Morgan Stanley, cutting an estimated $9.08M.
- 40 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q2 2023, up from 34 in Q1 2023.
- Funds reported $40.5M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 7 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $8.09M added.
- The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $9.08M sold.
Based on aggregated 13F filings for Q2 2023.