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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

46 hedge funds and large institutions have $51.7M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pineridge Advisors
Missouri
$2.79M
2
LPT
2
Legacy Private Trust
Wisconsin
$2.99M
3
AWM
3
AE Wealth Management
Kansas
$3.2M
4
Invesco
4
Invesco
Georgia
$2.2M
5
KAS
5
Kestra Advisory Services
Texas
$1.13M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.76M
2
Jane Street
2
Jane Street
New York
$679K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$760K
5
FNB
5
Farmers National Bank
Kentucky
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.76M 301,421 -141,375 -32%
IWP
2
Insight Wealth Partners
Texas
$3.79M 168,917 -2,578 -2%
EFP
3
Envision Financial Planning
Tennessee
$3.65M 162,953 +10,794 +7%
LPL Financial
4
LPL Financial
California
$3.4M 151,743 +17,303 +13%
AWM
5
AE Wealth Management
Kansas
$3.2M 144,340 +61,187 +74%
LPT
6
Legacy Private Trust
Wisconsin
$2.99M 133,165 +71,358 +115%
PA
7
Pineridge Advisors
Missouri
$2.79M 124,490 +124,490 New
CA
8
CGN Advisors
Kansas
$2.25M 100,306 +4,980 +5%
Invesco
9
Invesco
Georgia
$2.2M 98,100 +57,406 +141%
KFI
10
Key Financial Inc
Pennsylvania
$1.9M 84,525 +12,825 +18%
AUB
11
Atlantic Union Bankshares
Virginia
$1.49M 66,540 +15,784 +31%
Bank of America
12
Bank of America
North Carolina
$1.49M 66,371 +15,250 +30%
FNB
13
Farmers National Bank
Kentucky
$1.21M 53,975 -8,649 -14%
KAS
14
Kestra Advisory Services
Texas
$1.13M 50,252 +50,252 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.04M 46,179 +46,179 New
PWP
16
Precedent Wealth Partners
Texas
$848K 37,836 +37,836 New
Morgan Stanley
17
Morgan Stanley
New York
$824K 36,746 +27,807 +311%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$760K 33,892 -25,231 -43%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$752K 33,522 +7,087 +27%
MLA
20
MB, Levis & Associates
Pennsylvania
$751K 33,491 +9,429 +39%
Jane Street
21
Jane Street
New York
$679K 30,273 -113,942 -79%
SFG
22
Sterling Financial Group
California
$662K 29,537 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$617K 27,521 +8,654 +46%
EH
24
Equitable Holdings
New York
$531K 23,692 -1,508 -6%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$519K 23,131 -2,985 -11%
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