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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

65 hedge funds and large institutions have $75.7M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$5.87M
2
Bank of America
2
Bank of America
North Carolina
$4.33M
3
Wells Fargo
3
Wells Fargo
California
$8.63M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.46M
5
HBT
5
Hills Bank & Trust
Iowa
$1.26M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$207K
2
Jane Street
2
Jane Street
New York
$1.1M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.96M
4
HNB
4
Huntington National Bank
Ohio
$740K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
– – – –
RJA
27
Raymond James & Associates
Florida
$715K 32,277 +1,650 +5%
AA
28
Addison Advisors
Vermont
$645K 29,105 +4,820 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$639K 28,837 +3,778 +15%
ADL
30
Asset Dedication LLC
California
$599K 27,040 +2,013 +8%
SFG
31
Sterling Financial Group
California
$549K 24,796 +3,650 +17%
LCC
32
Lincoln Capital Corp
Rhode Island
$545K 24,588 +24,588 New
AWM
33
Avior Wealth Management
Nebraska
$532K 24,006 +15,435 +180%
TF
34
TLWM Financial
Texas
$514K 23,220 -1,002 -4%
UBS Group
35
UBS Group
Switzerland
$514K 23,214 +15,006 +183%
EH
36
Equitable Holdings
New York
$503K 22,692 – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$498K 22,492 -8,868 -28%
IWC
38
Integrated Wealth Concepts
Massachusetts
$389K 17,551 +1,123 +7%
BPA
39
Beacon Pointe Advisors
California
$386K 17,412 +470 +3%
HGA
40
Hobbs Group Advisors
South Carolina
$378K 17,059 +2,018 +13%
Stifel Financial
41
Stifel Financial
Missouri
$368K 16,617 +16,617 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$368K 16,607 +6,565 +65%
PAG
43
Private Advisor Group
New Jersey
$307K 13,876 – –
MML Investors Services
44
MML Investors Services
Massachusetts
$307K 13,862 +1,128 +9%
CAC
45
Cowen and Company
New York
$269K 12,142 +12,142 New
JCM
46
Jacobi Capital Management
Pennsylvania
$250K 11,277 +1,435 +15%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$240K 10,834 +10,834 New
DADC
48
D.A. Davidson & Co
Montana
$229K 10,350 +650 +7%
APA
49
Astoria Portfolio Advisors
New York
$216K 9,807 +74 +0.8%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$215K 9,693 +960 +11%
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