Invesco BulletShares 2030 Municipal Bond ETF
BSMU
13 hedge funds and large institutions have $7.99M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
48% more capital invested
Capital invested by funds: $5.39M → $7.99M (+$2.6M)
44% more funds holding
Funds holding: 9 → 13 (+4)
7.02% more ownership
Funds ownership: 70.91% → 77.93% (+7%)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$711K |
| 2 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$660K |
| 3 |
Jane Street
New York
|
+$572K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$179K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$159K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $2.14M | +$56.5K | +2,222 | +3% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.86M | -$32.4K | -1,273 | -2% |
|
|
3
Jane Street
New York
| $806K | +$572K | +22,491 | +251% |
|
|
4
Invesco
Atlanta,
Georgia
| $715K | +$711K | +27,930 | New |
|
|
FNB
5
Farmers National Bank
Danville,
Kentucky
| $665K | +$660K | +25,922 | New |
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $573K | +$31.5K | +1,237 | +6% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $451K | +$179K | +7,051 | +67% |
|
|
CPC
8
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $391K | +$101K | +3,953 | +35% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $280K | +$159K | +6,266 | +135% |
|
|
ADL
10
Asset Dedication LLC
San Francisco,
California
| $72K | +$69.8K | +2,744 | New |
|
11
Wells Fargo
San Francisco,
California
| $28K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $11K | +$11.2K | +441 | New |
|
BSMU Hedge Fund Activity: Q4 2021 in Review
13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2021, worth a combined $7.99M — up 48% from $5.39M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BSMU positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $711K. The largest seller was Royal Bank of Canada, cutting an estimated $32.4K.
- 13 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $7.99M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2021, up 48% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2021 was Invesco, an estimated $711K added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $32.4K sold.
Based on aggregated 13F filings for Q4 2021.