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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

49 hedge funds and large institutions have $55M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

7% more funds holding

Funds holding: 46 → 49 (+3)

6% more capital invested

Capital invested by funds: $51.7M → $55M (+$3.21M)

9.15% less ownership

Funds ownership: 74.22% → 65.07% (-9.2%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
26
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.14M
2
LPL Financial
LPL Financial
California
+$1.62M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Bank of America
Bank of America
North Carolina
+$884K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$598K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$1.89M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
3
PA
Pineridge Advisors
Missouri
-$780K
4
CA
CGN Advisors
Kansas
-$737K
5
IWP
Insight Wealth Partners
Texas
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.77M +$1.11M +49,753 +17%
LPL Financial
2
LPL Financial
California
$4.97M +$1.62M +72,774 +48%
EFP
3
Envision Financial Planning
Tennessee
$3.92M +$317K +14,232 +9%
IWP
4
Insight Wealth Partners
Texas
$3.05M -$691K -31,047 -18%
LPT
5
Legacy Private Trust
Wisconsin
$2.95M – – –
Jane Street
6
Jane Street
New York
$2.8M +$2.14M +96,374 +318%
Invesco
7
Invesco
Georgia
$2.44M +$276K +12,417 +13%
Bank of America
8
Bank of America
North Carolina
$2.35M +$884K +39,743 +60%
PA
9
Pineridge Advisors
Missouri
$1.98M -$780K -35,074 -28%
KFI
10
Key Financial Inc
Pennsylvania
$1.89M +$17.2K +775 +0.9%
AUB
11
Atlantic Union Bankshares
Virginia
$1.57M +$98.7K +4,434 +7%
CA
12
CGN Advisors
Kansas
$1.49M -$737K -33,128 -33%
KAS
13
Kestra Advisory Services
Texas
$1.47M +$362K +16,279 +32%
AWM
14
AE Wealth Management
Kansas
$1.31M -$1.89M -85,161 -59%
FNB
15
Farmers National Bank
Kentucky
$1.17M -$25.3K -1,138 -2%
PWP
16
Precedent Wealth Partners
Texas
$1.11M +$271K +12,169 +32%
Morgan Stanley
17
Morgan Stanley
New York
$881K +$69K +3,102 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$824K +$82.9K +3,728 +11%
MLA
19
MB, Levis & Associates
Pennsylvania
$798K +$58K +2,605 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$682K -$68.3K -3,068 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$662K +$53.6K +2,408 +9%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$620K +$109K +4,903 +21%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$597K +$598K +26,865 New
RJA
24
Raymond James & Associates
Florida
$561K +$109K +4,920 +24%
Citadel Advisors
25
Citadel Advisors
Florida
$547K +$550K +24,721 New
1
2 3

BSMU Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q1 2024, worth a combined $55M — up 6.2% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMU positions and 2 closed out — a net gain of 4 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $2.14M. The largest seller was AE Wealth Management, cutting an estimated $1.89M.

  • 49 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $55M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $2.14M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2024.