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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $75.7M → $98.9M (+$23.2M)

9.15% more ownership

Funds ownership: 65.1% → 74.24% (+9.1%)

5% more funds holding

Funds holding: 65 → 68 (+3)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.9%
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
Hills Bank & Trust
Iowa
+$5.93M
2
SA
Sanctuary Advisors
Indiana
+$2.91M
3
AI
Atria Investments
North Carolina
+$2.85M
4
LPL Financial
LPL Financial
California
+$2.22M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.84M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
2
EH
Equitable Holdings
New York
-$503K
3
EFP
Envision Financial Planning
Tennessee
-$328K
4
CIM
Confluence Investment Management
Missouri
-$244K
5
APA
Astoria Portfolio Advisors
New York
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CGN Advisors
Kansas
$1.22M -$58.5K -2,665 -5%
FNB
27
Farmers National Bank
Kentucky
$1.17M +$1.18M +53,979 New
Lido Advisors
28
Lido Advisors
California
$1.03M +$1.04M +47,500 New
AWM
29
Avior Wealth Management
Nebraska
$1.01M +$491K +22,377 +93%
IWC
30
Integrated Wealth Concepts
Massachusetts
$982K +$607K +27,681 +158%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$934K +$101K +4,583 +12%
UBS Group
32
UBS Group
Switzerland
$923K +$423K +19,269 +83%
CAM
33
Clark Asset Management
New Hampshire
$906K +$4.41K +201 +0.5%
ADL
34
Asset Dedication LLC
California
$774K +$189K +8,594 +32%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$763K +$406K +18,519 +112%
Osaic Holdings
36
Osaic Holdings
Arizona
$651K +$25.2K +1,147 +4%
SG
37
StoneX Group
New York
$624K +$631K +28,748 New
AA
38
Addison Advisors
Vermont
$588K -$44.9K -2,045 -7%
LCC
39
Lincoln Capital Corp
Rhode Island
$554K +$20.4K +928 +4%
SFG
40
Sterling Financial Group
California
$544K +$5.88K +268 +1%
HWM
41
Horizons Wealth Management
North Carolina
$528K +$381K +17,359 +249%
TF
42
TLWM Financial
Texas
$521K +$16.7K +759 +3%
HNB
43
Huntington National Bank
Ohio
$505K – – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$504K +$15.2K +692 +3%
HGA
45
Hobbs Group Advisors
South Carolina
$453K +$83.3K +3,795 +22%
Stifel Financial
46
Stifel Financial
Missouri
$380K +$19.5K +887 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$373K +$72.8K +3,317 +24%
BPA
48
Beacon Pointe Advisors
California
$329K -$50K -2,280 -13%
PAG
49
Private Advisor Group
New Jersey
$301K -$44 -2 -0%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$275K +$65.6K +2,991 +31%
1
2
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BSMU Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2024, worth a combined $98.9M — up 31% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMU positions and 9 closed out — a net gain of 5 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $5.93M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.23M sold.

  • 68 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $98.9M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2024 and 9 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2024 was Hills Bank & Trust, an estimated $5.93M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.