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Invesco BulletShares 2029 Municipal Bond ETF

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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $57.4M → $72.1M (+$14.7M)

11% more funds holding

Funds holding: 5561 (+6)

3.24% more ownership

Funds ownership: 64.87%68.11% (+3.2%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M +$888K +38,643 +9%
HBT
2
Hills Bank & Trust
Iowa
$5.53M +$110K +4,789 +2%
Ameriprise
3
Ameriprise
Minnesota
$5.27M +$5.29M +230,177 New
Bank of America
4
Bank of America
North Carolina
$4.86M +$3.07M +133,395 +170%
Jane Street
5
Jane Street
New York
$3.22M -$503K -21,882 -13%
Morgan Stanley
6
Morgan Stanley
New York
$3.03M +$334K +14,544 +12%
CIM
7
Confluence Investment Management
Missouri
$2.84M -$35.4K -1,540 -1%
Invesco
8
Invesco
Georgia
$2.81M +$452K +19,647 +19%
KFI
9
Key Financial Inc
Pennsylvania
$2.35M +$239K +10,410 +11%
SFG
10
Sterling Financial Group
California
$2.06M +$72.9K +3,171 +4%
LPL Financial
11
LPL Financial
California
$1.94M +$213K +9,278 +12%
KAS
12
Kestra Advisory Services
Texas
$1.77M +$425K +18,494 +32%
AUB
13
Atlantic Union Bankshares
Virginia
$1.76M +$243K +10,560 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.41M +$639K +27,785 +82%
PWP
15
Precedent Wealth Partners
Texas
$1.34M +$194K +8,446 +17%
CA
16
CGN Advisors
Kansas
$1.28M -$184K -7,990 -12%
UBS Group
17
UBS Group
Switzerland
$1.06M -$42.6K -1,855 -4%
MLA
18
MB, Levis & Associates
Pennsylvania
$1.04M +$312K +13,589 +43%
AWM
19
Avior Wealth Management
Nebraska
$1.01M +$148K +6,435 +17%
FNB
20
Farmers National Bank
Kentucky
$993K +$25.6K +1,112 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$968K +$130K +5,645 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$820K +$62.7K +2,728 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$814K +$635K +27,637 +350%
ADL
24
Asset Dedication LLC
California
$750K +$49.1K +2,138 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$721K +$82.7K +3,596 +13%

BSMT Hedge Fund Activity: Q2 2024 in Review

61 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q2 2024, worth a combined $72.1M — up 26% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSMT positions and 1 closed out — a net gain of 6 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.29M. The largest seller was Jane Street, cutting an estimated $503K.

  • 61 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $72.1M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q2 2024, up 26% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $5.29M added.
  • The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $503K sold.

Based on aggregated 13F filings for Q2 2024.