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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

68 hedge funds and large institutions have $83.8M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.45M
2
Wells Fargo
2
Wells Fargo
California
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$6.56M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.53M
5
LPL Financial
5
LPL Financial
California
$3.05M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$4.25M
3
RHP
3
Royal Harbor Partners
Texas
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
HNB
5
Huntington National Bank
Ohio
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.7M +$1.29M +55,465 +11%
Ameriprise
2
Ameriprise
Minnesota
$6.56M +$1.21M +51,801 +23%
HBT
3
Hills Bank & Trust
Iowa
$6.1M +$478K +20,529 +8%
Bank of America
4
Bank of America
North Carolina
$4.25M -$680K -29,243 -14%
Invesco
5
Invesco
Georgia
$3.14M +$286K +12,274 +10%
Morgan Stanley
6
Morgan Stanley
New York
$3.06M -$20.7K -888 -0.7%
LPL Financial
7
LPL Financial
California
$3.05M +$1.08M +46,306 +55%
CIM
8
Confluence Investment Management
Missouri
$2.71M -$170K -7,327 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.53M +$1.09M +47,004 +76%
KFI
10
Key Financial Inc
Pennsylvania
$2.48M +$95.4K +4,100 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.45M +$2.45M +105,550 New
AUB
12
Atlantic Union Bankshares
Virginia
$2.4M +$609K +26,190 +34%
SFG
13
Sterling Financial Group
California
$2.21M +$121K +5,186 +6%
Jane Street
14
Jane Street
New York
$1.98M -$1.29M -55,540 -40%
KAS
15
Kestra Advisory Services
Texas
$1.81M +$11.6K +500 +0.6%
AWM
16
Avior Wealth Management
Nebraska
$1.8M +$768K +33,014 +75%
UBS Group
17
UBS Group
Switzerland
$1.64M +$564K +24,254 +52%
PWP
18
Precedent Wealth Partners
Texas
$1.63M +$271K +11,643 +20%
CA
19
CGN Advisors
Kansas
$1.31M +$4.14K +178 +0.3%
RJA
20
Raymond James & Associates
Florida
$1.2M +$908K +39,028 +313%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$256K +11,007 +31%
MLA
22
MB, Levis & Associates
Pennsylvania
$1.08M +$20.6K +885 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.07M +$340K +14,607 +46%
MA
24
MONECO Advisors
Connecticut
$957K +$316K +13,579 +49%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$942K -$40.5K -1,740 -4%
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