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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

28 hedge funds and large institutions have $26.6M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
13
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.72M
2
IWP
2
Insight Wealth Partners
Texas
$4.22M
3
Jane Street
3
Jane Street
New York
$4.17M
4
AUB
4
Atlantic Union Bankshares
Virginia
$428K
5
CA
5
CGN Advisors
Kansas
$1.36M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$245K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$121K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$80.1K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.72M 310,121 +308,198 +16,027%
IWP
2
Insight Wealth Partners
Texas
$4.22M 194,906 +194,906 New
Jane Street
3
Jane Street
New York
$4.17M 192,170 +78,366 +69%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.65M 75,912 +15,216 +25%
CA
5
CGN Advisors
Kansas
$1.36M 62,867 +19,021 +43%
FNB
6
Farmers National Bank
Kentucky
$1.23M 56,942 +18,237 +47%
Morgan Stanley
7
Morgan Stanley
New York
$1.05M 48,284 -1,198 -2%
Invesco
8
Invesco
Georgia
$992K 45,784 +18,086 +65%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$625K 28,844 +12,155 +73%
LPL Financial
10
LPL Financial
California
$489K 22,570 +12,189 +117%
Bank of America
11
Bank of America
North Carolina
$469K 21,619 +18,639 +625%
AUB
12
Atlantic Union Bankshares
Virginia
$428K 19,748 +19,748 New
Osaic Holdings
13
Osaic Holdings
Arizona
$363K 16,738 +3,019 +22%
FWA
14
FOCUS Wealth Advisors
Texas
$326K 15,053 – –
EH
15
Equitable Holdings
New York
$297K 13,700 +4,000 +41%
SFG
16
Sterling Financial Group
California
$293K 13,520 +13,520 New
MLA
17
MB, Levis & Associates
Pennsylvania
$279K 12,853 +12,853 New
CIM
18
Confluence Investment Management
Missouri
$245K 11,309 -285,164 -96%
CPC
19
Cookson Peirce & Co
Pennsylvania
$226K 10,438 +520 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$221K 10,190 +10,190 New
CAM
21
Clark Asset Management
New Hampshire
$209K 9,645 +9,645 New
GCA
22
Gradient Capital Advisors
California
$203K 9,381 +9,381 New
ADL
23
Asset Dedication LLC
California
$203K 9,428 +492 +6%
CAL
24
Capital Analysts LLC
Pennsylvania
$127K 5,874 +5,874 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$121K 5,574 -69,044 -93%
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