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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

61 hedge funds and large institutions have $72.1M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
33
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.27M
2
Bank of America
2
Bank of America
North Carolina
$4.86M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.41M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$814K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.22M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CA
3
CGN Advisors
Kansas
$1.28M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$258K
5
EH
5
Equitable Holdings
New York
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.3M +$886K +38,643 +9%
HBT
2
Hills Bank & Trust
Iowa
$5.53M +$110K +4,789 +2%
Ameriprise
3
Ameriprise
Minnesota
$5.27M +$5.27M +230,177 New
Bank of America
4
Bank of America
North Carolina
$4.86M +$3.06M +133,395 +170%
Jane Street
5
Jane Street
New York
$3.22M -$501K -21,882 -13%
Morgan Stanley
6
Morgan Stanley
New York
$3.03M +$333K +14,544 +12%
CIM
7
Confluence Investment Management
Missouri
$2.84M -$35.3K -1,540 -1%
Invesco
8
Invesco
Georgia
$2.81M +$450K +19,647 +19%
KFI
9
Key Financial Inc
Pennsylvania
$2.35M +$239K +10,410 +11%
SFG
10
Sterling Financial Group
California
$2.06M +$72.7K +3,171 +4%
LPL Financial
11
LPL Financial
California
$1.94M +$213K +9,278 +12%
KAS
12
Kestra Advisory Services
Texas
$1.77M +$424K +18,494 +32%
AUB
13
Atlantic Union Bankshares
Virginia
$1.76M +$242K +10,560 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.41M +$637K +27,785 +82%
PWP
15
Precedent Wealth Partners
Texas
$1.34M +$194K +8,446 +17%
CA
16
CGN Advisors
Kansas
$1.28M -$183K -7,990 -12%
UBS Group
17
UBS Group
Switzerland
$1.06M -$42.5K -1,855 -4%
MLA
18
MB, Levis & Associates
Pennsylvania
$1.04M +$311K +13,589 +43%
AWM
19
Avior Wealth Management
Nebraska
$1.01M +$147K +6,435 +17%
FNB
20
Farmers National Bank
Kentucky
$993K +$25.5K +1,112 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$968K +$129K +5,645 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$820K +$62.5K +2,728 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$814K +$633K +27,637 +350%
ADL
24
Asset Dedication LLC
California
$750K +$49K +2,138 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$721K +$82.4K +3,596 +13%
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