Invesco BulletShares 2030 Municipal Bond ETF
BSMU
34 hedge funds and large institutions have $37.8M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
30% more capital invested
Capital invested by funds: $29M → $37.8M (+$8.84M)
13% more funds holding
Funds holding: 30 → 34 (+4)
1.3% more ownership
Funds ownership: 76.73% → 78.03% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Jane Street
New York
|
+$2.51M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$1.31M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$987K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$723K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
26
Asset Dedication LLC
San Francisco,
California
| $250K | +$24.9K | +1,129 | +11% |
|
|
CPC
27
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $230K | +$231K | +10,457 | New |
|
|
CAM
28
Clark Asset Management
Stratham,
New Hampshire
| $215K | +$1.39K | +63 | +0.6% |
|
|
GCA
29
Gradient Capital Advisors
San Diego,
California
| $206K | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $126K | – | – | – |
|
|
CAL
31
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $103K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $78K | -$32K | -1,452 | -29% |
|
|
BFEC
33
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $68K | -$54.7K | -2,478 | -44% |
|
34
UBS Group
Zurich,
Switzerland
| $30.5K | +$13.7K | +620 | +81% |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $24.2K | – | – | – |
|
|
FWA
36
FOCUS Wealth Advisors
Houston,
Texas
| – | -$335K | -15,053 | Closed |
|
BSMU Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2023, worth a combined $37.8M — up 30% from $29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSMU positions and 1 closed out — a net gain of 4 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $2.51M. The largest seller was Invesco, cutting an estimated $492K.
- 34 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $37.8M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2023, up 30% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.51M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2023 was Invesco, an estimated $492K sold.
Based on aggregated 13F filings for Q2 2023.