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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

49 hedge funds and large institutions have $55M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
26
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.8M
2
LPL Financial
2
LPL Financial
California
$4.97M
3
Wells Fargo
3
Wells Fargo
California
$7.77M
4
Bank of America
4
Bank of America
North Carolina
$2.35M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$597K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PA
3
Pineridge Advisors
Missouri
$1.98M
4
CA
4
CGN Advisors
Kansas
$1.49M
5
IWP
5
Insight Wealth Partners
Texas
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$542K 24,525 +8,870 +57%
TF
27
TLWM Financial
Texas
$536K 24,222 +1,108 +5%
ADL
28
Asset Dedication LLC
California
$504K 22,760 +3,084 +16%
EH
29
Equitable Holdings
New York
$502K 22,692 -1,000 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$416K 18,818 -1,773 -9%
SFG
31
Sterling Financial Group
California
$395K 17,846 -11,691 -40%
IWC
32
Integrated Wealth Concepts
Massachusetts
$363K 16,407 +1,140 +7%
BPA
33
Beacon Pointe Advisors
California
$324K 14,640 +1,113 +8%
CIM
34
Confluence Investment Management
Missouri
$311K 14,073 +12 +0.1%
PAG
35
Private Advisor Group
New Jersey
$307K 13,874 – –
CAM
36
Clark Asset Management
New Hampshire
$280K 12,670 +74 +0.6%
MML Investors Services
37
MML Investors Services
Massachusetts
$269K 12,145 -8 -0.1%
HNB
38
Huntington National Bank
Ohio
– – – –
GCA
39
Gradient Capital Advisors
California
$208K 9,381 – –
ACM
40
Arlington Capital Management
Illinois
$206K 9,325 +9,325 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$205K 9,254 +9,254 New
AWM
42
Avior Wealth Management
Nebraska
$192K 8,667 +3,235 +60%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$177K 7,995 +209 +3%
HWM
44
Horizons Wealth Management
North Carolina
$120K 5,345 – –
CAL
45
Capital Analysts LLC
Pennsylvania
$104K 4,707 – –
ACA
46
Aptus Capital Advisors
Alabama
$103K 4,643 +4,643 New
UBS Group
47
UBS Group
Switzerland
$102K 4,611 +225 +5%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$71K 3,218 – –
FCAS
49
First Command Advisory Services
Texas
$45.5K 2,057 +2,057 New
IA
50
IFP Advisors
Florida
$24.3K 1,100 – –
1
2
3