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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

46 hedge funds and large institutions have $51.7M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

44% more funds holding

Funds holding: 32 → 46 (+14)

30% more capital invested

Capital invested by funds: $39.8M → $51.7M (+$11.9M)

1.1% more ownership

Funds ownership: 73.12% → 74.22% (+1.1%)

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
Legacy Private Trust
Wisconsin
+$1.53M
2
AWM
AE Wealth Management
Kansas
+$1.31M
3
Invesco
Invesco
Georgia
+$1.23M
4
KAS
Kestra Advisory Services
Texas
+$1.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$990K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.03M
2
Jane Street
Jane Street
New York
-$2.44M
3
FTUS
Flow Traders U.S.
New York
-$599K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$541K
5
FNB
Farmers National Bank
Kentucky
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
TLWM Financial
Texas
$518K +$495K +23,114 New
Osaic Holdings
27
Osaic Holdings
Arizona
$462K -$22.1K -1,032 -5%
RJA
28
Raymond James & Associates
Florida
$458K +$438K +20,441 New
ADL
29
Asset Dedication LLC
California
$442K +$166K +7,728 +65%
AA
30
Addison Advisors
Vermont
$351K -$21.8K -1,015 -6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$342K +$327K +15,267 New
CIM
32
Confluence Investment Management
Missouri
$315K – – –
PAG
33
Private Advisor Group
New Jersey
$311K +$297K +13,874 New
BPA
34
Beacon Pointe Advisors
California
$303K +$290K +13,527 New
CAM
35
Clark Asset Management
New Hampshire
$282K +$59K +2,754 +28%
MML Investors Services
36
MML Investors Services
Massachusetts
$272K +$261K +12,153 New
GCA
37
Gradient Capital Advisors
California
$210K +$201K +9,381 New
HNB
38
Huntington National Bank
Ohio
$204K – – –
VAS
39
Valicenti Advisory Services
New York
$201K +$192K +8,950 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$175K +$38.5K +1,795 +30%
HGA
41
Hobbs Group Advisors
South Carolina
$147K +$140K +6,548 New
AWM
42
Avior Wealth Management
Nebraska
$122K +$116K +5,432 New
HWM
43
Horizons Wealth Management
North Carolina
$120K +$115K +5,345 New
CAL
44
Capital Analysts LLC
Pennsylvania
$106K – – –
UBS Group
45
UBS Group
Switzerland
$98.3K +$33.8K +1,576 +56%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$72K +$2.62K +122 +4%
IA
47
IFP Advisors
Florida
$24.7K – – –
FTUS
48
Flow Traders U.S.
New York
– -$599K -28,674 Closed
1
2

BSMU Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2023, worth a combined $51.7M — up 30% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMU positions and 1 closed out — a net gain of 14 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $1.53M. The largest seller was Wells Fargo, cutting an estimated $3.03M.

  • 46 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $51.7M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2023 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2023 was Legacy Private Trust, an estimated $1.53M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2023.