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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

30 hedge funds and large institutions have $29M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
16
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$1.52M
2
Wells Fargo
2
Wells Fargo
California
$7.82M
3
Invesco
3
Invesco
Georgia
$1.57M
4
LPL Financial
4
LPL Financial
California
$980K
5
Bank of America
5
Bank of America
North Carolina
$921K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$466K
3
CPC
3
Cookson Peirce & Co
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.58M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$105K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.82M 351,935 +41,814 +13%
IWP
2
Insight Wealth Partners
Texas
$4.34M 195,254 +348 +0.2%
CA
3
CGN Advisors
Kansas
$1.83M 82,475 +19,608 +31%
Jane Street
4
Jane Street
New York
$1.68M 75,649 -116,521 -61%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.58M 71,207 -4,705 -6%
Invesco
6
Invesco
Georgia
$1.57M 70,667 +24,883 +54%
AWM
7
AE Wealth Management
Kansas
$1.52M 68,314 +68,314 New
FNB
8
Farmers National Bank
Kentucky
$1.29M 57,839 +897 +2%
LPL Financial
9
LPL Financial
California
$980K 44,071 +21,501 +95%
Bank of America
10
Bank of America
North Carolina
$921K 41,449 +19,830 +92%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$622K 27,978 -866 -3%
Morgan Stanley
12
Morgan Stanley
New York
$466K 20,944 -27,340 -57%
AUB
13
Atlantic Union Bankshares
Virginia
$449K 20,197 +449 +2%
MLA
14
MB, Levis & Associates
Pennsylvania
$404K 18,176 +5,323 +41%
Osaic Holdings
15
Osaic Holdings
Arizona
$402K 18,068 +1,330 +8%
FWA
16
FOCUS Wealth Advisors
Texas
$335K 15,053 – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$309K 13,891 +3,701 +36%
CIM
18
Confluence Investment Management
Missouri
$306K 13,781 +2,472 +22%
EH
19
Equitable Holdings
New York
$305K 13,700 – –
SFG
20
Sterling Financial Group
California
$293K 13,520 – –
KFI
21
Key Financial Inc
Pennsylvania
$276K 12,400 +12,400 New
LPT
22
Legacy Private Trust
Wisconsin
$252K 11,325 +11,325 New
ADL
23
Asset Dedication LLC
California
$228K 10,313 +885 +9%
CAM
24
Clark Asset Management
New Hampshire
$216K 9,710 +65 +0.7%
GCA
25
Gradient Capital Advisors
California
$209K 9,381 – –
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