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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

48 hedge funds and large institutions have $46.5M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.22M
2
HBT
2
Hills Bank & Trust
Iowa
$5.55M
3
KAS
3
Kestra Advisory Services
Texas
$1.47M
4
AWM
4
Avior Wealth Management
Nebraska
$656K
5
Bank of America
5
Bank of America
North Carolina
$998K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.72M
2
Jane Street
2
Jane Street
New York
$0
3
CIM
3
Confluence Investment Management
Missouri
$0
4
WI
4
WrapManager Inc
California
$0
5
DADC
5
D.A. Davidson & Co
Montana
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.72M -$2.52M -107,324 -27%
HBT
2
Hills Bank & Trust
Iowa
$5.55M +$3.08M +131,171 +125%
Morgan Stanley
3
Morgan Stanley
New York
$5.22M +$4.45M +189,577 +579%
CA
4
CGN Advisors
Kansas
$2.23M +$112K +4,772 +5%
Invesco
5
Invesco
Georgia
$2.12M +$177K +7,543 +9%
KFI
6
Key Financial Inc
Pennsylvania
$1.9M +$287K +12,210 +18%
LPL Financial
7
LPL Financial
California
$1.72M +$236K +10,048 +16%
AUB
8
Atlantic Union Bankshares
Virginia
$1.47M +$351K +14,956 +31%
KAS
9
Kestra Advisory Services
Texas
$1.47M +$1.47M +62,395 New
DADC
10
D.A. Davidson & Co
Montana
$1.4M -$283K -12,037 -17%
UBS Group
11
UBS Group
Switzerland
$1.1M +$177K +7,540 +19%
FNB
12
Farmers National Bank
Kentucky
$1.04M -$17.4K -742 -2%
Bank of America
13
Bank of America
North Carolina
$998K +$378K +16,089 +61%
PWP
14
Precedent Wealth Partners
Texas
$918K +$918K +39,051 New
EH
15
Equitable Holdings
New York
$870K +$22.6K +964 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$771K +$76.4K +3,253 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$740K +$269K +11,445 +57%
Osaic Holdings
18
Osaic Holdings
Arizona
$695K -$53.5K -2,278 -7%
ADL
19
Asset Dedication LLC
California
$663K +$111K +4,745 +20%
SFG
20
Sterling Financial Group
California
$660K – – –
AWM
21
Avior Wealth Management
Nebraska
$656K +$385K +16,366 +142%
HGA
22
Hobbs Group Advisors
South Carolina
$618K +$618K +26,309 New
MLA
23
MB, Levis & Associates
Pennsylvania
$613K +$73.4K +3,123 +14%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$549K -$35.8K -1,524 -6%
FA
25
FF Advisors
California
$507K +$507K +21,560 New
1
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