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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
38
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$9.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.56M
3
Lido Advisors
3
Lido Advisors
California
$1.35M
4
Jane Street
4
Jane Street
New York
$3.18M
5
Invesco
5
Invesco
Georgia
$4.29M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.3M
2
MLA
2
MB, Levis & Associates
Pennsylvania
$0
3
HNB
3
Huntington National Bank
Ohio
$633K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.3M -$2.29M -99,781 -18%
KCM
2
Kathmere Capital Management
Pennsylvania
$9.78M +$9.78M +426,234 New
Ameriprise
3
Ameriprise
Minnesota
$7.16M +$688K +30,004 +11%
HBT
4
Hills Bank & Trust
Iowa
$7.1M +$1.08M +47,285 +18%
Bank of America
5
Bank of America
North Carolina
$4.3M +$107K +4,659 +3%
Invesco
6
Invesco
Georgia
$4.29M +$1.2M +52,211 +39%
LPL Financial
7
LPL Financial
California
$4.01M +$1M +43,706 +33%
Jane Street
8
Jane Street
New York
$3.18M +$1.23M +53,779 +63%
Morgan Stanley
9
Morgan Stanley
New York
$3.18M +$168K +7,304 +6%
AUB
10
Atlantic Union Bankshares
Virginia
$3.12M +$760K +33,115 +32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.11M +$622K +27,134 +25%
Raymond James Financial
12
Raymond James Financial
Florida
$3.05M +$3.05M +133,069 New
AWM
13
Avior Wealth Management
Nebraska
$2.97M +$1.19M +52,048 +67%
KFI
14
Key Financial Inc
Pennsylvania
$2.67M +$226K +9,850 +9%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.57M +$147K +6,401 +6%
CIM
16
Confluence Investment Management
Missouri
$2.53M -$142K -6,207 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.11M +$1.18M +51,584 +127%
UBS Group
18
UBS Group
Switzerland
$2.1M +$481K +20,988 +30%
SFG
19
Sterling Financial Group
California
$2.09M -$92.4K -4,027 -4%
KAS
20
Kestra Advisory Services
Texas
$1.69M -$92.5K -4,031 -5%
PWP
21
Precedent Wealth Partners
Texas
$1.67M +$62.3K +2,714 +4%
Goldman Sachs
22
Goldman Sachs
New York
$1.56M +$1.56M +68,028 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.5M +$439K +19,139 +42%
Lido Advisors
24
Lido Advisors
California
$1.35M +$1.35M +58,900 New
MA
25
MONECO Advisors
Connecticut
$1.28M +$339K +14,770 +36%
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