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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.79%
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

1
FTUS
1
Flow Traders U.S.
New York
$1.2M
2
CAM
2
Clark Asset Management
New Hampshire
$890K
3
KFI
3
Key Financial Inc
Pennsylvania
$2.4M
4
MA
4
MONECO Advisors
Connecticut
$487K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.91M
2
Jane Street
2
Jane Street
New York
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$545K 25,027 +2,267 +10%
AA
27
Addison Advisors
Vermont
$529K 24,285 -240 -1%
TF
28
TLWM Financial
Texas
$527K 24,222 – –
EH
29
Equitable Holdings
New York
$494K 22,692 – –
MA
30
MONECO Advisors
Connecticut
$487K 22,349 +22,349 New
SFG
31
Sterling Financial Group
California
$460K 21,146 +3,300 +18%
BPA
32
Beacon Pointe Advisors
California
$369K 16,942 +2,302 +16%
IWC
33
Integrated Wealth Concepts
Massachusetts
$358K 16,428 +21 +0.1%
HNB
34
Huntington National Bank
Ohio
– – – –
HGA
35
Hobbs Group Advisors
South Carolina
$327K 15,041 +15,041 New
PAG
36
Private Advisor Group
New Jersey
$302K 13,876 +2 +0%
CIM
37
Confluence Investment Management
Missouri
$278K 12,751 -1,322 -9%
MML Investors Services
38
MML Investors Services
Massachusetts
$277K 12,734 +589 +5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$219K 10,042 +2,047 +26%
JCM
40
Jacobi Capital Management
Pennsylvania
$214K 9,842 +9,842 New
APA
41
Astoria Portfolio Advisors
New York
$212K 9,733 +9,733 New
DADC
42
D.A. Davidson & Co
Montana
$211K 9,700 +9,700 New
GCA
43
Gradient Capital Advisors
California
$204K 9,381 – –
BFA
44
Bill Few Associates
Pennsylvania
$201K 9,240 +9,240 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$190K 8,733 -22,091 -72%
AWM
46
Avior Wealth Management
Nebraska
$187K 8,571 -96 -1%
UBS Group
47
UBS Group
Switzerland
$179K 8,208 +3,597 +78%
HWM
48
Horizons Wealth Management
North Carolina
$145K 6,595 +1,250 +23%
CAL
49
Capital Analysts LLC
Pennsylvania
$102K 4,707 – –
ACA
50
Aptus Capital Advisors
Alabama
$101K 4,643 – –
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