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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

6 hedge funds and large institutions have $3.8M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,610% more capital invested

Capital invested by funds: $222K → $3.8M (+$3.58M)

500% more funds holding

Funds holding: 1 → 6 (+5)

71.41% more ownership

Funds ownership: 4.34% → 75.75% (+71%)

Holders
6
Holders Change
+5
Holders Change %
+500%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$2M
2
Jane Street
Jane Street
New York
+$1.09M
3
Bank of America
Bank of America
North Carolina
+$251K
4
FNB
Farmers National Bank
Kentucky
+$241K
5
SPIA
Steward Partners Investment Advisory
New York
+$27.8K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$1.98M +$2M +78,913 New
Jane Street
2
Jane Street
New York
$1.29M +$1.09M +42,829 +493%
Bank of America
3
Bank of America
North Carolina
$248K +$251K +9,900 New
FNB
4
Farmers National Bank
Kentucky
$238K +$241K +9,482 New
SPIA
5
Steward Partners Investment Advisory
New York
$27.4K +$27.8K +1,095 New
Wells Fargo
6
Wells Fargo
California
$15K +$15.2K +600 New

BSMU Hedge Fund Activity: Q1 2021 in Review

6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2021, worth a combined $3.8M — up 1,610% from $222K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMU positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $2M.

  • 6 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2021, up from 1 in Q4 2020.
  • Funds reported $3.8M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2021, up 1,610% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2021 and 0 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2021 was Confluence Investment Management, an estimated $2M added.

Based on aggregated 13F filings for Q1 2021.