Invesco BulletShares 2030 Municipal Bond ETF
BSMU
28 hedge funds and large institutions have $26.6M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
33% more funds holding
Funds holding: 21 → 28 (+7)
20% more capital invested
Capital invested by funds: $22.2M → $26.6M (+$4.45M)
7.13% less ownership
Funds ownership: 89.04% → 81.91% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.55M |
| 2 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$4.14M |
| 3 |
Jane Street
New York
|
+$1.67M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$420K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.06M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$4.89M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.47M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$457K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $80.1K | -$457K | -21,512 | -85% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $27K | +$23.4K | +1,100 | New |
|
28
UBS Group
Zurich,
Switzerland
| $9.21K | +$9.04K | +425 | New |
|
|
29
Stifel Financial
St. Louis,
Missouri
| – | -$4.89M | -235,364 | Closed |
|
|
KAS
30
Kestra Advisory Services
Austin,
Texas
| – | -$240K | -11,560 | Closed |
|
|
BEI
31
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$36K | -1,713 | Closed |
|
BSMU Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2022, worth a combined $26.6M — up 20% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSMU positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.55M. The largest seller was Confluence Investment Management, cutting an estimated $6.06M.
- 28 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2022, up from 21 in Q3 2022.
- Funds reported $26.6M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2022 and 3 closed out, a net change of +7 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2022 was Wells Fargo, an estimated $6.55M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2022 was Confluence Investment Management, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2022.