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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

55 hedge funds and large institutions have $57.4M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.5M
2
Jane Street
Jane Street
New York
$3.77M
3
CIM
Confluence Investment Management
Missouri
$2.92M
4
SFG
Sterling Financial Group
California
$2.01M
5
Bank of America
Bank of America
North Carolina
$1.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.73M
2
DADC
D.A. Davidson & Co
Montana
$305K
3
CA
CGN Advisors
Kansas
$1.49M
4
VAS
Valicenti Advisory Services
New York
$0
5
KAS
Kestra Advisory Services
Texas
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.5M +$3.9M +167,676 +59%
HBT
2
Hills Bank & Trust
Iowa
$5.5M +$12.4K +532 +0.2%
Jane Street
3
Jane Street
New York
$3.77M +$3.77M +162,382 New
CIM
4
Confluence Investment Management
Missouri
$2.92M +$2.92M +125,525 New
Morgan Stanley
5
Morgan Stanley
New York
$2.73M -$2.43M -104,639 -47%
Invesco
6
Invesco
Georgia
$2.39M +$293K +12,597 +14%
KFI
7
Key Financial Inc
Pennsylvania
$2.14M +$266K +11,433 +14%
SFG
8
Sterling Financial Group
California
$2.01M +$1.36M +58,551 +208%
Bank of America
9
Bank of America
North Carolina
$1.83M +$839K +36,088 +85%
LPL Financial
10
LPL Financial
California
$1.75M +$53.9K +2,320 +3%
AUB
11
Atlantic Union Bankshares
Virginia
$1.54M +$84.3K +3,629 +6%
CA
12
CGN Advisors
Kansas
$1.49M -$722K -31,059 -33%
KAS
13
Kestra Advisory Services
Texas
$1.36M -$87.1K -3,750 -6%
PWP
14
Precedent Wealth Partners
Texas
$1.17M +$257K +11,080 +28%
UBS Group
15
UBS Group
Switzerland
$1.12M +$31.7K +1,363 +3%
FNB
16
Farmers National Bank
Kentucky
$981K -$45K -1,938 -4%
AWM
17
Avior Wealth Management
Nebraska
$878K +$229K +9,869 +35%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$850K +$87.8K +3,778 +12%
EH
19
Equitable Holdings
New York
$792K -$68.8K -2,962 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$785K +$53.4K +2,299 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$768K +$384K +16,531 +100%
MLA
22
MB, Levis & Associates
Pennsylvania
$741K +$135K +5,828 +22%
ADL
23
Asset Dedication LLC
California
$711K +$53.6K +2,305 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$647K -$40.7K -1,753 -6%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$588K +$44.9K +1,931 +8%
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