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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

54 hedge funds and large institutions have $58.6M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

10% more funds holding

Funds holding: 49 → 54 (+5)

7% more capital invested

Capital invested by funds: $55M → $58.6M (+$3.65M)

1.34% less ownership

Funds ownership: 65.07% → 63.72% (-1.3%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$1.2M
2
CAM
Clark Asset Management
New Hampshire
+$616K
3
KFI
Key Financial Inc
Pennsylvania
+$544K
4
MA
MONECO Advisors
Connecticut
+$488K
5
Morgan Stanley
Morgan Stanley
New York
+$471K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$737K
2
Jane Street
Jane Street
New York
-$712K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$597K
4
Citadel Advisors
Citadel Advisors
Florida
-$547K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
26
Asset Dedication LLC
California
$545K +$49.5K +2,267 +10%
AA
27
Addison Advisors
Vermont
$529K -$5.24K -240 -1%
TF
28
TLWM Financial
Texas
$527K – – –
EH
29
Equitable Holdings
New York
$494K – – –
MA
30
MONECO Advisors
Connecticut
$487K +$488K +22,349 New
SFG
31
Sterling Financial Group
California
$460K +$72.1K +3,300 +18%
BPA
32
Beacon Pointe Advisors
California
$369K +$50.3K +2,302 +16%
IWC
33
Integrated Wealth Concepts
Massachusetts
$358K +$459 +21 +0.1%
HNB
34
Huntington National Bank
Ohio
$337K – – –
HGA
35
Hobbs Group Advisors
South Carolina
$327K +$329K +15,041 New
PAG
36
Private Advisor Group
New Jersey
$302K +$44 +2 +0%
CIM
37
Confluence Investment Management
Missouri
$278K -$28.9K -1,322 -9%
MML Investors Services
38
MML Investors Services
Massachusetts
$277K +$12.9K +589 +5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$219K +$44.7K +2,047 +26%
JCM
40
Jacobi Capital Management
Pennsylvania
$214K +$215K +9,842 New
APA
41
Astoria Portfolio Advisors
New York
$212K +$213K +9,733 New
DADC
42
D.A. Davidson & Co
Montana
$211K +$212K +9,700 New
GCA
43
Gradient Capital Advisors
California
$204K – – –
BFA
44
Bill Few Associates
Pennsylvania
$201K +$202K +9,240 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$190K -$483K -22,091 -72%
AWM
46
Avior Wealth Management
Nebraska
$187K -$2.1K -96 -1%
UBS Group
47
UBS Group
Switzerland
$179K +$78.6K +3,597 +78%
HWM
48
Horizons Wealth Management
North Carolina
$145K +$27.3K +1,250 +23%
CAL
49
Capital Analysts LLC
Pennsylvania
$102K – – –
ACA
50
Aptus Capital Advisors
Alabama
$101K – – –
1
2
3

BSMU Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2024, worth a combined $58.6M — up 6.6% from $55M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMU positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.2M. The largest seller was Wells Fargo, cutting an estimated $737K.

  • 54 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $58.6M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.2M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $737K sold.

Based on aggregated 13F filings for Q2 2024.