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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
JCM
51
Jacobi Capital Management
Pennsylvania
$259K +$13.7K +625 +6%
NA
52
Nestegg Advisors
New York
$233K +$235K +10,690 New
DADC
53
D.A. Davidson & Co
Montana
$225K – – –
GCA
54
Gradient Capital Advisors
California
$204K – – –
BFA
55
Bill Few Associates
Pennsylvania
$201K – – –
WWA
56
Wingate Wealth Advisors
Massachusetts
$199K +$201K +9,171 New
CBT
57
Crews Bank & Trust
Florida
$198K +$200K +9,110 New
KOCAA
58
Knights of Columbus Asset Advisors
Connecticut
$164K – – –
CF
59
Collier Financial
Colorado
$115K +$116K +5,294 New
CAL
60
Capital Analysts LLC
Pennsylvania
$102K – – –
ACA
61
Aptus Capital Advisors
Alabama
$101K – – –
Jones Financial Companies
62
Jones Financial Companies
Missouri
$100K +$2.19K +100 +2%
PS
63
Principal Securities
Iowa
$97.2K +$98.2K +4,476 New
FCAS
64
First Command Advisory Services
Texas
$84.3K +$2.96K +135 +4%
IA
65
IFP Advisors
Florida
$23.9K – – –
YP
66
YANKCOM Partnership
South Dakota
$21.7K +$21.9K +1,000 New
GFPC
67
Global Financial Private Client
Florida
$15.6K +$15.8K +720 New
AF
68
Advisornet Financial
Minnesota
$6.69K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$5.53K +$44 +2 +0.8%
Citadel Advisors
70
Citadel Advisors
Florida
– -$1.23M -55,307 Closed
EH
71
Equitable Holdings
New York
– -$503K -22,692 Closed
CAC
72
Cowen and Company
New York
– -$269K -12,142 Closed
APA
73
Astoria Portfolio Advisors
New York
– -$216K -9,807 Closed
FTUS
74
Flow Traders U.S.
New York
– -$207K -9,363 Closed
HSWS
75
Higgins & Schmidt Wealth Strategies
Colorado
– -$207K -9,360 Closed
1 2
3
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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.