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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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.

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
PA
1
Pineridge Advisors
Missouri
$2.79M
2
LPT
2
Legacy Private Trust
Wisconsin
$2.99M
3
AWM
3
AE Wealth Management
Kansas
$3.2M
4
Invesco
4
Invesco
Georgia
$2.2M
5
KAS
5
Kestra Advisory Services
Texas
$1.13M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.76M
2
Jane Street
2
Jane Street
New York
$679K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$760K
5
FNB
5
Farmers National Bank
Kentucky
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
26
TLWM Financial
Texas
$518K 23,114 +23,114 New
Osaic Holdings
27
Osaic Holdings
Arizona
$462K 20,591 -1,032 -5%
RJA
28
Raymond James & Associates
Florida
$458K 20,441 +20,441 New
ADL
29
Asset Dedication LLC
California
$442K 19,676 +7,728 +65%
AA
30
Addison Advisors
Vermont
$351K 15,655 -1,015 -6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$342K 15,267 +15,267 New
CIM
32
Confluence Investment Management
Missouri
$315K 14,061 – –
PAG
33
Private Advisor Group
New Jersey
$311K 13,874 +13,874 New
BPA
34
Beacon Pointe Advisors
California
$303K 13,527 +13,527 New
CAM
35
Clark Asset Management
New Hampshire
$282K 12,596 +2,754 +28%
MML Investors Services
36
MML Investors Services
Massachusetts
$272K 12,153 +12,153 New
GCA
37
Gradient Capital Advisors
California
$210K 9,381 +9,381 New
HNB
38
Huntington National Bank
Ohio
– – – –
VAS
39
Valicenti Advisory Services
New York
$201K 8,950 +8,950 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$175K 7,786 +1,795 +30%
HGA
41
Hobbs Group Advisors
South Carolina
$147K 6,548 +6,548 New
AWM
42
Avior Wealth Management
Nebraska
$122K 5,432 +5,432 New
HWM
43
Horizons Wealth Management
North Carolina
$120K 5,345 +5,345 New
CAL
44
Capital Analysts LLC
Pennsylvania
$106K 4,707 – –
UBS Group
45
UBS Group
Switzerland
$98.3K 4,386 +1,576 +56%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$72K 3,218 +122 +4%
IA
47
IFP Advisors
Florida
$24.7K 1,100 – –
FTUS
48
Flow Traders U.S.
New York
– – -28,674 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2