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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

32 hedge funds and large institutions have $39.8M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
22
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Envision Financial Planning
Tennessee
$3.18M
2
Wells Fargo
2
Wells Fargo
California
$9.25M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.29M
4
AWM
4
AE Wealth Management
Kansas
$1.74M
5
EH
5
Equitable Holdings
New York
$526K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.01M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
IWP
3
Insight Wealth Partners
Texas
$3.58M
4
CPC
4
Cookson Peirce & Co
Pennsylvania
$0
5
GCA
5
Gradient Capital Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Clark Asset Management
New Hampshire
$206K 9,842 +69 +0.7%
Morgan Stanley
27
Morgan Stanley
New York
$187K 8,939 -7,604 -46%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$125K 5,991 +2,440 +69%
HNB
29
Huntington National Bank
Ohio
– – – –
CAL
30
Capital Analysts LLC
Pennsylvania
$98K 4,707 – –
BFEC
31
Benjamin F. Edwards & Company
Missouri
$65K 3,096 – –
UBS Group
32
UBS Group
Switzerland
$58.7K 2,810 +1,420 +102%
IA
33
IFP Advisors
Florida
$23K 1,100 – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
– – -24,938 Closed
CPC
35
Cookson Peirce & Co
Pennsylvania
– – -10,457 Closed
GCA
36
Gradient Capital Advisors
California
– – -9,381 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
1
2