Invesco BulletShares 2030 Municipal Bond ETF
BSMU
46 hedge funds and large institutions have $51.3M 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.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
44% more funds holding
Funds holding: 32 → 46 (+14)
29% more capital invested
Capital invested by funds: $39.8M → $51.3M (+$11.5M)
0.51% more ownership
Funds ownership: 73.12% → 73.62% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.53M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.31M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.23M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.03M |
| 2 |
Jane Street
New York
|
-$2.44M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$599K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
| 5 |
FNB
Farmers National Bank
Danville,
Kentucky
|
-$185K |
BSMU Hedge Fund Activity: Q4 2023 in Review
46 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2023, worth a combined $51.3M — up 29% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSMU positions and 1 closed out — a net gain of 14 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $1.53M. The largest seller was Wells Fargo, cutting an estimated $3.03M.
- 46 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $51.3M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2023 and 1 closed out, a net change of +14 holders.
- The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2023 was Legacy Private Trust, an estimated $1.53M added.
- The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2023.