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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

32 hedge funds and large institutions have $39.8M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
22
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Envision Financial Planning
Tennessee
$3.18M
2
Wells Fargo
2
Wells Fargo
California
$9.25M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.29M
4
AWM
4
AE Wealth Management
Kansas
$1.74M
5
EH
5
Equitable Holdings
New York
$526K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.01M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
IWP
3
Insight Wealth Partners
Texas
$3.58M
4
CPC
4
Cookson Peirce & Co
Pennsylvania
$0
5
GCA
5
Gradient Capital Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.25M 442,796 +46,111 +12%
IWP
2
Insight Wealth Partners
Texas
$3.58M 171,495 -18,871 -10%
EFP
3
Envision Financial Planning
Tennessee
$3.18M 152,159 +152,159 New
Jane Street
4
Jane Street
New York
$3.01M 144,215 -45,110 -24%
LPL Financial
5
LPL Financial
California
$2.81M 134,440 +3,519 +3%
CA
6
CGN Advisors
Kansas
$1.99M 95,326 +7,391 +8%
AWM
7
AE Wealth Management
Kansas
$1.74M 83,153 +11,683 +16%
KFI
8
Key Financial Inc
Pennsylvania
$1.5M 71,700 – –
FNB
9
Farmers National Bank
Kentucky
$1.31M 62,624 +4,560 +8%
LPT
10
Legacy Private Trust
Wisconsin
$1.29M 61,807 +28,771 +87%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.24M 59,123 +533 +0.9%
Bank of America
12
Bank of America
North Carolina
$1.07M 51,121 +6,484 +15%
AUB
13
Atlantic Union Bankshares
Virginia
$1.06M 50,756 +6,745 +15%
Invesco
14
Invesco
Georgia
$850K 40,694 -7,661 -16%
SFG
15
Sterling Financial Group
California
$617K 29,537 +5,125 +21%
FTUS
16
Flow Traders U.S.
New York
$599K 28,674 -4,088 -12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$552K 26,435 +8,098 +44%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$546K 26,116 +3,664 +16%
EH
19
Equitable Holdings
New York
$526K 25,200 +11,500 +84%
MLA
20
MB, Levis & Associates
Pennsylvania
$503K 24,062 +2,139 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$452K 21,623 +1,734 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$394K 18,867 +5,356 +40%
AA
23
Addison Advisors
Vermont
$348K 16,670 +2,495 +18%
CIM
24
Confluence Investment Management
Missouri
$294K 14,061 +23 +0.2%
ADL
25
Asset Dedication LLC
California
$251K 11,948 +506 +4%
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