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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
GCA
51
Gradient Capital Advisors
California
$208K – – –
HSWS
52
Higgins & Schmidt Wealth Strategies
Colorado
$207K +$206K +9,360 New
FTUS
53
Flow Traders U.S.
New York
$207K -$1M -45,567 -83%
BFA
54
Bill Few Associates
Pennsylvania
$205K – – –
ACM
55
Arlington Capital Management
Illinois
$204K +$203K +9,219 New
IWP
56
Innova Wealth Partners
Pennsylvania
$204K +$203K +9,219 New
KOCAA
57
Knights of Columbus Asset Advisors
Connecticut
$167K +$166K +7,550 New
HWM
58
Horizons Wealth Management
North Carolina
$154K +$8.21K +373 +6%
CAL
59
Capital Analysts LLC
Pennsylvania
$104K – – –
ACA
60
Aptus Capital Advisors
Alabama
$103K – – –
Jones Financial Companies
61
Jones Financial Companies
Missouri
$100K +$71.1K +3,232 +250%
FCAS
62
First Command Advisory Services
Texas
$83K – – –
IA
63
IFP Advisors
Florida
$24.4K – – –
AF
64
Advisornet Financial
Minnesota
$6.82K +$6.78K +308 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$5.6K +$44 +2 +0.8%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$377 +$374 +17 New
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.