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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.9M
2
KFI
2
Key Financial Inc
Pennsylvania
$1.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.19M
4
Wells Fargo
4
Wells Fargo
California
$7.63M
5
UBS Group
5
UBS Group
Switzerland
$743K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$780K
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$6.78K
3
FWA
3
FOCUS Wealth Advisors
Texas
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$533K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$11.9M +$8.04M +349,958 +207%
Wells Fargo
2
Wells Fargo
California
$7.63M +$951K +41,373 +14%
CA
3
CGN Advisors
Kansas
$1.93M +$129K +5,598 +7%
Invesco
4
Invesco
Georgia
$1.81M -$50.1K -2,182 -3%
KFI
5
Key Financial Inc
Pennsylvania
$1.57M +$1.26M +54,729 +397%
DADC
6
D.A. Davidson & Co
Montana
$1.51M +$293K +12,732 +24%
Goldman Sachs
7
Goldman Sachs
New York
$1.19M +$1.19M +51,871 New
LPL Financial
8
LPL Financial
California
$1.09M +$238K +10,354 +28%
AUB
9
Atlantic Union Bankshares
Virginia
$947K +$522K +22,723 +123%
FNB
10
Farmers National Bank
Kentucky
$939K +$43.2K +1,879 +5%
EH
11
Equitable Holdings
New York
$874K +$171K +7,429 +24%
Morgan Stanley
12
Morgan Stanley
New York
$780K -$9.03M -392,993 -92%
UBS Group
13
UBS Group
Switzerland
$743K +$581K +25,263 +357%
Osaic Holdings
14
Osaic Holdings
Arizona
$634K +$33.7K +1,466 +6%
SFG
15
Sterling Financial Group
California
$543K +$246K +10,713 +83%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$533K -$107K -4,645 -17%
ADL
17
Asset Dedication LLC
California
$528K +$107K +4,655 +25%
MLA
18
MB, Levis & Associates
Pennsylvania
$488K +$82.1K +3,573 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$485K +$63.1K +2,748 +15%
Bank of America
20
Bank of America
North Carolina
$464K +$39.6K +1,722 +9%
RHP
21
Royal Harbor Partners
Texas
$417K – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$414K +$83.8K +3,645 +25%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$359K +$359K +15,619 New
SC
24
Savant Capital
Illinois
$356K – – –
WI
25
WrapManager Inc
California
$311K -$36.7K -1,598 -11%
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