Invesco BulletShares 2030 Municipal Bond ETF
BSMU
9 hedge funds and large institutions have $5.39M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
5.49% less ownership
Funds ownership: 76.4% → 70.91% (-5.5%)
8% less capital invested
Capital invested by funds: $5.88M → $5.39M (-$494K)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$249K |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$43.5K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.5K |
| 5 |
Morgan Stanley
New York
|
+$155 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$668K |
| 2 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$42K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$28K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1K |
BSMU Hedge Fund Activity: Q3 2021 in Review
9 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2021, worth a combined $5.39M — down 8.4% from $5.88M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BSMU and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Royal Bank of Canada, adding an estimated $249K. The largest seller was Jane Street, cutting an estimated $668K.
- 9 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2021, down from 11 in Q2 2021.
- Funds reported $5.39M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2021, down 8.4% quarter-over-quarter.
- 1 fund opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2021 and 3 closed out, a net change of -2 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $249K added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2021 was Jane Street, an estimated $668K sold.
Based on aggregated 13F filings for Q3 2021.