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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

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.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $58.6M → $75.7M (+$17.1M)

20% more funds holding

Funds holding: 54 → 65 (+11)

1.37% more ownership

Funds ownership: 63.72% → 65.1% (+1.4%)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.93%
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

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$5.55M
2
Bank of America
Bank of America
North Carolina
+$1.78M
3
Wells Fargo
Wells Fargo
California
+$1.59M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.46M
5
HBT
Hills Bank & Trust
Iowa
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1M
2
Jane Street
Jane Street
New York
-$974K
3
LPT
Legacy Private Trust
Wisconsin
-$887K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$195K
5
PA
Pineridge Advisors
Missouri
-$84.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$740K – – –
RJA
27
Raymond James & Associates
Florida
$715K +$36.3K +1,650 +5%
AA
28
Addison Advisors
Vermont
$645K +$106K +4,820 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$639K +$83.2K +3,778 +15%
ADL
30
Asset Dedication LLC
California
$599K +$44.3K +2,013 +8%
SFG
31
Sterling Financial Group
California
$549K +$80.3K +3,650 +17%
LCC
32
Lincoln Capital Corp
Rhode Island
$545K +$541K +24,588 New
AWM
33
Avior Wealth Management
Nebraska
$532K +$340K +15,435 +180%
TF
34
TLWM Financial
Texas
$514K -$22.1K -1,002 -4%
UBS Group
35
UBS Group
Switzerland
$514K +$330K +15,006 +183%
EH
36
Equitable Holdings
New York
$503K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$498K -$195K -8,868 -28%
IWC
38
Integrated Wealth Concepts
Massachusetts
$389K +$24.7K +1,123 +7%
BPA
39
Beacon Pointe Advisors
California
$386K +$10.3K +470 +3%
HGA
40
Hobbs Group Advisors
South Carolina
$378K +$44.4K +2,018 +13%
Stifel Financial
41
Stifel Financial
Missouri
$368K +$366K +16,617 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$368K +$145K +6,565 +65%
PAG
43
Private Advisor Group
New Jersey
$307K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$307K +$24.8K +1,128 +9%
CAC
45
Cowen and Company
New York
$269K +$267K +12,142 New
JCM
46
Jacobi Capital Management
Pennsylvania
$250K +$31.6K +1,435 +15%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$240K +$238K +10,834 New
DADC
48
D.A. Davidson & Co
Montana
$229K +$14.3K +650 +7%
APA
49
Astoria Portfolio Advisors
New York
$216K +$1.63K +74 +0.8%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$215K +$21.1K +960 +11%
1
2
3

BSMU Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2024, worth a combined $75.7M — up 29% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMU positions and 0 closed out — a net gain of 13 holders — while 36 added to existing stakes and 8 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $5.55M. The largest seller was Flow Traders U.S., cutting an estimated $1M.

  • 65 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2024, up from 54 in Q2 2024.
  • Funds reported $75.7M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2024 and 0 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2024 was Confluence Investment Management, an estimated $5.55M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2024 was Flow Traders U.S., an estimated $1M sold.

Based on aggregated 13F filings for Q3 2024.