Invesco BulletShares 2029 Municipal Bond ETF
BSMT
83 hedge funds and large institutions have $113M invested in Invesco BulletShares 2029 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
245% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 11
34% more capital invested
Capital invested by funds: $83.8M → $113M (+$28.7M)
22% more funds holding
Funds holding: 68 → 83 (+15)
6.78% more ownership
Funds ownership: 63.9% → 70.67% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$9.85M |
| 2 |
Goldman Sachs
New York
|
+$1.57M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$1.36M |
| 4 |
Jane Street
New York
|
+$1.24M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.31M |
| 2 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$588K |
| 4 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$218K |
| 5 |
HSWS
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
-$206K |
BSMT Hedge Fund Activity: Q4 2024 in Review
83 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) for Q4 2024, worth a combined $113M — up 34% from $83.8M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSMT positions and 5 closed out — a net gain of 17 holders — while 38 added to existing stakes and 11 trimmed.
The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $9.85M. The largest seller was Wells Fargo, cutting an estimated $2.31M.
- 83 institutional investors held Invesco BulletShares 2029 Municipal Bond ETF (BSMT) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $113M of Invesco BulletShares 2029 Municipal Bond ETF stock for Q4 2024, up 34% quarter-over-quarter.
- 22 funds opened new Invesco BulletShares 2029 Municipal Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
- The largest Invesco BulletShares 2029 Municipal Bond ETF buyer in Q4 2024 was Kathmere Capital Management, an estimated $9.85M added.
- The largest Invesco BulletShares 2029 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $2.31M sold.
Based on aggregated 13F filings for Q4 2024.