Invesco BulletShares 2030 Municipal Bond ETF
BSMU
49 hedge funds and large institutions have $55M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
7% more funds holding
Funds holding: 46 → 49 (+3)
6% more capital invested
Capital invested by funds: $51.7M → $55M (+$3.21M)
9.15% less ownership
Funds ownership: 74.22% → 65.07% (-9.2%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.62M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$884K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 3 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$780K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$737K |
| 5 |
IWP
Insight Wealth Partners
Plano,
Texas
|
-$691K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.04M | -46,179 | Closed |
|
|
VAS
52
Valicenti Advisory Services
Elmira,
New York
| – | -$201K | -8,950 | Closed |
|
BSMU Hedge Fund Activity: Q1 2024 in Review
49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2024, worth a combined $55M — up 6.2% from $51.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSMU positions and 2 closed out — a net gain of 4 holders — while 26 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was AE Wealth Management, cutting an estimated $1.89M.
- 49 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2024, up from 46 in Q4 2023.
- Funds reported $55M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $2.14M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $1.89M sold.
Based on aggregated 13F filings for Q1 2024.