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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 %
JCM
51
Jacobi Capital Management
Pennsylvania
$259K 11,902 +625 +6%
NA
52
Nestegg Advisors
New York
$233K 10,690 +10,690 New
DADC
53
D.A. Davidson & Co
Montana
$225K 10,350 – –
GCA
54
Gradient Capital Advisors
California
$204K 9,381 – –
BFA
55
Bill Few Associates
Pennsylvania
$201K 9,240 – –
WWA
56
Wingate Wealth Advisors
Massachusetts
$199K 9,171 +9,171 New
CBT
57
Crews Bank & Trust
Florida
$198K 9,110 +9,110 New
KOCAA
58
Knights of Columbus Asset Advisors
Connecticut
$164K 7,550 – –
CF
59
Collier Financial
Colorado
$115K 5,294 +5,294 New
CAL
60
Capital Analysts LLC
Pennsylvania
$102K 4,707 – –
ACA
61
Aptus Capital Advisors
Alabama
$101K 4,643 – –
Jones Financial Companies
62
Jones Financial Companies
Missouri
$100K 4,627 +100 +2%
PS
63
Principal Securities
Iowa
$97.2K 4,476 +4,476 New
FCAS
64
First Command Advisory Services
Texas
$84.3K 3,881 +135 +4%
IA
65
IFP Advisors
Florida
$23.9K 1,100 – –
YP
66
YANKCOM Partnership
South Dakota
$21.7K 1,000 +1,000 New
GFPC
67
Global Financial Private Client
Florida
$15.6K 720 +720 New
AF
68
Advisornet Financial
Minnesota
$6.69K 308 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$5.53K 255 +2 +0.8%
Citadel Advisors
70
Citadel Advisors
Florida
– – -55,307 Closed
EH
71
Equitable Holdings
New York
– – -22,692 Closed
CAC
72
Cowen and Company
New York
– – -12,142 Closed
APA
73
Astoria Portfolio Advisors
New York
– – -9,807 Closed
FTUS
74
Flow Traders U.S.
New York
– – -9,363 Closed
HSWS
75
Higgins & Schmidt Wealth Strategies
Colorado
– – -9,360 Closed
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