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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

68 hedge funds and large institutions have $98.9M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
1
Hills Bank & Trust
Iowa
$7.11M
2
SA
2
Sanctuary Advisors
Indiana
$2.89M
3
AI
3
Atria Investments
North Carolina
$2.82M
4
LPL Financial
4
LPL Financial
California
$8.1M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.82M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
HNB
2
Huntington National Bank
Ohio
$505K
3
EH
3
Equitable Holdings
New York
$0
4
EFP
4
Envision Financial Planning
Tennessee
$3.9M
5
CIM
5
Confluence Investment Management
Missouri
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
CGN Advisors
Kansas
$1.22M 56,074 -2,665 -5%
FNB
27
Farmers National Bank
Kentucky
$1.17M 53,979 +53,979 New
Lido Advisors
28
Lido Advisors
California
$1.03M 47,500 +47,500 New
AWM
29
Avior Wealth Management
Nebraska
$1.01M 46,383 +22,377 +93%
IWC
30
Integrated Wealth Concepts
Massachusetts
$982K 45,232 +27,681 +158%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$934K 43,008 +4,583 +12%
UBS Group
32
UBS Group
Switzerland
$923K 42,483 +19,269 +83%
CAM
33
Clark Asset Management
New Hampshire
$906K 41,708 +201 +0.5%
ADL
34
Asset Dedication LLC
California
$774K 35,634 +8,594 +32%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$763K 35,126 +18,519 +112%
Osaic Holdings
36
Osaic Holdings
Arizona
$651K 29,984 +1,147 +4%
SG
37
StoneX Group
New York
$624K 28,748 +28,748 New
AA
38
Addison Advisors
Vermont
$588K 27,060 -2,045 -7%
LCC
39
Lincoln Capital Corp
Rhode Island
$554K 25,516 +928 +4%
SFG
40
Sterling Financial Group
California
$544K 25,064 +268 +1%
HWM
41
Horizons Wealth Management
North Carolina
$528K 24,327 +17,359 +249%
TF
42
TLWM Financial
Texas
$521K 23,979 +759 +3%
HNB
43
Huntington National Bank
Ohio
– – – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$504K 23,184 +692 +3%
HGA
45
Hobbs Group Advisors
South Carolina
$453K 20,854 +3,795 +22%
Stifel Financial
46
Stifel Financial
Missouri
$380K 17,504 +887 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$373K 17,179 +3,317 +24%
BPA
48
Beacon Pointe Advisors
California
$329K 15,132 -2,280 -13%
PAG
49
Private Advisor Group
New Jersey
$301K 13,874 -2 -0%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$275K 12,684 +2,991 +31%
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