Invesco BulletShares 2030 Municipal Bond ETF
BSMU
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.
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $37.8M → $39.8M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.91% less ownership
Funds ownership: 78.03% → 73.12% (-4.9%)
6% less funds holding
Funds holding: 34 → 32 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$998K |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$623K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$253K |
| 4 |
EH
Equitable Holdings
New York
|
+$249K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$175K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Clark Asset Management
Stratham,
New Hampshire
| $206K | +$1.49K | +69 | +0.7% |
|
27
Morgan Stanley
New York
| $187K | -$165K | -7,604 | -46% |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $125K | +$52.8K | +2,440 | +69% |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $120K | – | – | – |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $98K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $65K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $58.7K | +$30.7K | +1,420 | +102% |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $23K | – | – | – |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$549K | -24,938 | Closed |
|
|
CPC
35
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$230K | -10,457 | Closed |
|
|
GCA
36
Gradient Capital Advisors
San Diego,
California
| – | -$206K | -9,381 | Closed |
|
BSMU Hedge Fund Activity: Q3 2023 in Review
32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2023, worth a combined $39.8M — up 5.3% from $37.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BSMU and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 22 added.
The largest buyer was Wells Fargo, adding an estimated $998K. The largest seller was Jane Street, cutting an estimated $977K.
- 32 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2023, down from 34 in Q2 2023.
- Funds reported $39.8M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2023, up 5.3% quarter-over-quarter.
- 1 fund opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $998K added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $977K sold.
Based on aggregated 13F filings for Q3 2023.