Invesco BulletShares 2030 Municipal Bond ETF
BSMU
30 hedge funds and large institutions have $29M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $26.6M → $29M (+$2.36M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.18% less ownership
Funds ownership: 81.91% → 76.73% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.51M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$923K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$549K |
| 4 |
LPL Financial
San Diego,
California
|
+$475K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.57M |
| 2 |
Morgan Stanley
New York
|
-$603K |
| 3 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$226K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$104K |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$25.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $124K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $111K | +$28.8K | +1,307 | +35% |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $105K | -$25.8K | -1,167 | -20% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $27.4K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $17.1K | +$7.61K | +345 | +81% |
|
|
CPC
31
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$226K | -10,438 | Closed |
|
BSMU Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2023, worth a combined $29M — up 8.9% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BSMU positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.51M. The largest seller was Jane Street, cutting an estimated $2.57M.
- 30 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $29M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2023, up 8.9% quarter-over-quarter.
- 3 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2023 was AE Wealth Management, an estimated $1.51M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.57M sold.
Based on aggregated 13F filings for Q1 2023.