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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

34 hedge funds and large institutions have $37.8M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.16M
2
LPL Financial
2
LPL Financial
California
$2.88M
3
KFI
3
Key Financial Inc
Pennsylvania
$1.57M
4
Wells Fargo
4
Wells Fargo
California
$8.71M
5
FTUS
5
Flow Traders U.S.
New York
$720K

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.06M
2
FWA
2
FOCUS Wealth Advisors
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.29M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$493K
5
IWP
5
Insight Wealth Partners
Texas
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.71M 396,685 +44,750 +13%
IWP
2
Insight Wealth Partners
Texas
$4.18M 190,366 -4,888 -3%
Jane Street
3
Jane Street
New York
$4.16M 189,325 +113,676 +150%
LPL Financial
4
LPL Financial
California
$2.88M 130,921 +86,850 +197%
CA
5
CGN Advisors
Kansas
$1.93M 87,935 +5,460 +7%
KFI
6
Key Financial Inc
Pennsylvania
$1.57M 71,700 +59,300 +478%
AWM
7
AE Wealth Management
Kansas
$1.57M 71,470 +3,156 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.29M 58,590 -12,617 -18%
FNB
9
Farmers National Bank
Kentucky
$1.28M 58,064 +225 +0.4%
Invesco
10
Invesco
Georgia
$1.06M 48,355 -22,312 -32%
Bank of America
11
Bank of America
North Carolina
$980K 44,637 +3,188 +8%
AUB
12
Atlantic Union Bankshares
Virginia
$967K 44,011 +23,814 +118%
LPT
13
Legacy Private Trust
Wisconsin
$726K 33,036 +21,711 +192%
FTUS
14
Flow Traders U.S.
New York
$720K 32,762 +32,762 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$549K 24,938 +24,938 New
SFG
16
Sterling Financial Group
California
$536K 24,412 +10,892 +81%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$493K 22,452 -5,526 -20%
MLA
18
MB, Levis & Associates
Pennsylvania
$482K 21,923 +3,747 +21%
Osaic Holdings
19
Osaic Holdings
Arizona
$437K 19,889 +1,821 +10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$403K 18,337 +4,446 +32%
Morgan Stanley
21
Morgan Stanley
New York
$363K 16,543 -4,401 -21%
AA
22
Addison Advisors
Vermont
$311K 14,175 +14,175 New
CIM
23
Confluence Investment Management
Missouri
$308K 14,038 +257 +2%
EH
24
Equitable Holdings
New York
$301K 13,700 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$297K 13,511 +13,511 New
1
2