Invesco BulletShares 2030 Municipal Bond ETF
BSMU
11 hedge funds and large institutions have $5.88M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
55% more capital invested
Capital invested by funds: $3.8M → $5.88M (+$2.09M)
0.65% more ownership
Funds ownership: 75.75% → 76.4% (+0.65%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$424K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $2.04M | +$18.8K | +735 | +0.9% |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.64M | +$1.63M | +63,905 | New |
|
|
3
Jane Street
New York
| $897K | -$424K | -16,614 | -32% |
|
4
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $528K | +$526K | +20,581 | New |
|
|
CPC
5
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $333K | +$330K | +12,942 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $260K | +$6.41K | +251 | +3% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $120K | +$119K | +4,653 | New |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $28K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $28K | +$13K | +510 | +85% |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $4K | +$4.34K | +170 | New |
|
11
UBS Group
Zurich,
Switzerland
| $1K | +$1.12K | +44 | New |
|
|
FNB
12
Farmers National Bank
Danville,
Kentucky
| – | -$238K | -9,482 | Closed |
|
BSMU Hedge Fund Activity: Q2 2021 in Review
11 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2021, worth a combined $5.88M — up 55% from $3.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSMU positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.63M. The largest seller was Jane Street, cutting an estimated $424K.
- 11 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $5.88M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2021, up 55% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2021 and 1 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $1.63M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2021 was Jane Street, an estimated $424K sold.
Based on aggregated 13F filings for Q2 2021.