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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

21 hedge funds and large institutions have $22.2M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.89M
2
CIM
2
Confluence Investment Management
Missouri
$6.16M
3
Jane Street
3
Jane Street
New York
$2.36M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.03M

Top Sellers

1
CPC
1
Cookson Peirce & Co
Pennsylvania
$206K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M
3
LPL Financial
3
LPL Financial
California
$216K
4
UBS Group
4
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$6.16M 296,473 +119,076 +67%
Stifel Financial
2
Stifel Financial
Missouri
$4.89M 235,364 +235,364 New
Jane Street
3
Jane Street
New York
$2.36M 113,804 +113,804 New
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.55M 74,618 +74,618 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.26M 60,696 -2,811 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.03M 49,482 +49,482 New
CA
7
CGN Advisors
Kansas
$910K 43,846 +6,350 +17%
FNB
8
Farmers National Bank
Kentucky
$804K 38,705 +4,217 +12%
Invesco
9
Invesco
Georgia
$575K 27,698 +10,196 +58%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$523K 25,208 +1,903 +8%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$346K 16,689 +2,264 +16%
FWA
12
FOCUS Wealth Advisors
Texas
$313K 15,053 +1,811 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$285K 13,719 +250 +2%
KAS
14
Kestra Advisory Services
Texas
$240K 11,560 +11,560 New
LPL Financial
15
LPL Financial
California
$216K 10,381 -1,000 -9%
CPC
16
Cookson Peirce & Co
Pennsylvania
$206K 9,918 -4,143 -29%
EH
17
Equitable Holdings
New York
$201K 9,700 +9,700 New
ADL
18
Asset Dedication LLC
California
$185K 8,936 +1,819 +26%
Bank of America
19
Bank of America
North Carolina
$62K 2,980 +2,532 +565%
Wells Fargo
20
Wells Fargo
California
$40K 1,923 +303 +19%
BEI
21
Benjamin Edwards Inc
Missouri
$36K 1,713 +1,713 New
UBS Group
22
UBS Group
Switzerland
– – -925 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –