Invesco BulletShares 2030 Municipal Bond ETF
BSMU
54 hedge funds and large institutions have $58.6M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
10% more funds holding
Funds holding: 49 → 54 (+5)
7% more capital invested
Capital invested by funds: $55M → $58.6M (+$3.65M)
1.34% less ownership
Funds ownership: 65.07% → 63.72% (-1.3%)
Top Buyers
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.2M |
| 2 |
CAM
Clark Asset Management
Stratham,
New Hampshire
|
+$616K |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$544K |
| 4 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$488K |
| 5 |
Morgan Stanley
New York
|
+$471K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$737K |
| 2 |
Jane Street
New York
|
-$712K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$597K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$547K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$483K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCAS
51
First Command Advisory Services
Fort Worth,
Texas
| $81.6K | +$36.9K | +1,689 | +82% |
|
|
BFEC
52
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $73K | +$3.28K | +150 | +5% |
|
53
Jones Financial Companies
Des Peres,
Missouri
| $28.2K | +$28.3K | +1,295 | New |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $23.9K | – | – | – |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.46K | +$5.48K | +251 | New |
|
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$597K | -26,865 | Closed |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$547K | -24,721 | Closed |
|
|
ACM
58
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$206K | -9,325 | Closed |
|
|
RJFSA
59
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$205K | -9,254 | Closed |
|
BSMU Hedge Fund Activity: Q2 2024 in Review
54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2024, worth a combined $58.6M — up 6.6% from $55M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSMU positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 10 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.2M. The largest seller was Wells Fargo, cutting an estimated $737K.
- 54 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $58.6M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.2M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $737K sold.
Based on aggregated 13F filings for Q2 2024.