Invesco BulletShares 2029 Municipal Bond ETF
BSMT
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.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
175% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 12
16% more capital invested
Capital invested by funds: $72.1M → $83.8M (+$11.7M)
11% more funds holding
Funds holding: 61 → 68 (+7)
4.21% less ownership
Funds ownership: 68.11% → 63.9% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.28M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$677K |
| 3 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$416K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$357K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$264K |
BSMT Hedge Fund Activity: Q3 2024 in Review
68 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q3 2024, worth a combined $83.8M — up 16% from $72.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSMT positions and 4 closed out — a net gain of 9 holders — while 33 added to existing stakes and 12 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.44M. The largest seller was Jane Street, cutting an estimated $1.29M.
- 68 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q3 2024, up from 61 in Q2 2024.
- Funds reported $83.8M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 13 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
- The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q3 2024 was HighTower Advisors, an estimated $2.44M added.
- The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2024.