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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

7% more funds holding

Funds holding: 46 → 49 (+3)

6% more capital invested

Capital invested by funds: $51.7M → $55M (+$3.21M)

9.15% less ownership

Funds ownership: 74.22% → 65.07% (-9.2%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

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

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.14M
2
LPL Financial
LPL Financial
California
+$1.62M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Bank of America
Bank of America
North Carolina
+$884K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$598K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$1.89M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
3
PA
Pineridge Advisors
Missouri
-$780K
4
CA
CGN Advisors
Kansas
-$737K
5
IWP
Insight Wealth Partners
Texas
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Addison Advisors
Vermont
$542K +$197K +8,870 +57%
TF
27
TLWM Financial
Texas
$536K +$24.7K +1,108 +5%
ADL
28
Asset Dedication LLC
California
$504K +$68.6K +3,084 +16%
EH
29
Equitable Holdings
New York
$502K -$22.3K -1,000 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$416K -$39.4K -1,773 -9%
SFG
31
Sterling Financial Group
California
$395K -$260K -11,691 -40%
IWC
32
Integrated Wealth Concepts
Massachusetts
$363K +$25.4K +1,140 +7%
BPA
33
Beacon Pointe Advisors
California
$324K +$24.8K +1,113 +8%
CIM
34
Confluence Investment Management
Missouri
$311K +$267 +12 +0.1%
PAG
35
Private Advisor Group
New Jersey
$307K – – –
CAM
36
Clark Asset Management
New Hampshire
$280K +$1.65K +74 +0.6%
MML Investors Services
37
MML Investors Services
Massachusetts
$269K -$178 -8 -0.1%
HNB
38
Huntington National Bank
Ohio
$261K – – –
GCA
39
Gradient Capital Advisors
California
$208K – – –
ACM
40
Arlington Capital Management
Illinois
$206K +$207K +9,325 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$205K +$206K +9,254 New
AWM
42
Avior Wealth Management
Nebraska
$192K +$72K +3,235 +60%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$177K +$4.65K +209 +3%
HWM
44
Horizons Wealth Management
North Carolina
$120K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$104K – – –
ACA
46
Aptus Capital Advisors
Alabama
$103K +$103K +4,643 New
UBS Group
47
UBS Group
Switzerland
$102K +$5.01K +225 +5%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$71K – – –
FCAS
49
First Command Advisory Services
Texas
$45.5K +$45.8K +2,057 New
IA
50
IFP Advisors
Florida
$24.3K – – –
1
2
3

BSMU Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2024, worth a combined $55M — up 6.2% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMU positions and 2 closed out — a net gain of 4 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was AE Wealth Management, cutting an estimated $1.89M.

  • 49 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $55M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $2.14M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2024.