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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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.

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
1
Jane Street
New York
$2.8M
2
LPL Financial
2
LPL Financial
California
$4.97M
3
Wells Fargo
3
Wells Fargo
California
$7.77M
4
Bank of America
4
Bank of America
North Carolina
$2.35M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$597K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PA
3
Pineridge Advisors
Missouri
$1.98M
4
CA
4
CGN Advisors
Kansas
$1.49M
5
IWP
5
Insight Wealth Partners
Texas
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.77M 351,174 +49,753 +17%
LPL Financial
2
LPL Financial
California
$4.97M 224,517 +72,774 +48%
EFP
3
Envision Financial Planning
Tennessee
$3.92M 177,185 +14,232 +9%
IWP
4
Insight Wealth Partners
Texas
$3.05M 137,870 -31,047 -18%
LPT
5
Legacy Private Trust
Wisconsin
$2.95M 133,165 – –
Jane Street
6
Jane Street
New York
$2.8M 126,647 +96,374 +318%
Invesco
7
Invesco
Georgia
$2.44M 110,517 +12,417 +13%
Bank of America
8
Bank of America
North Carolina
$2.35M 106,114 +39,743 +60%
PA
9
Pineridge Advisors
Missouri
$1.98M 89,416 -35,074 -28%
KFI
10
Key Financial Inc
Pennsylvania
$1.89M 85,300 +775 +0.9%
AUB
11
Atlantic Union Bankshares
Virginia
$1.57M 70,974 +4,434 +7%
CA
12
CGN Advisors
Kansas
$1.49M 67,178 -33,128 -33%
KAS
13
Kestra Advisory Services
Texas
$1.47M 66,531 +16,279 +32%
AWM
14
AE Wealth Management
Kansas
$1.31M 59,179 -85,161 -59%
FNB
15
Farmers National Bank
Kentucky
$1.17M 52,837 -1,138 -2%
PWP
16
Precedent Wealth Partners
Texas
$1.11M 50,005 +12,169 +32%
Morgan Stanley
17
Morgan Stanley
New York
$881K 39,848 +3,102 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$824K 37,250 +3,728 +11%
MLA
19
MB, Levis & Associates
Pennsylvania
$798K 36,096 +2,605 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$682K 30,824 -3,068 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$662K 29,929 +2,408 +9%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$620K 28,034 +4,903 +21%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$597K 26,865 +26,865 New
RJA
24
Raymond James & Associates
Florida
$561K 25,361 +4,920 +24%
Citadel Advisors
25
Citadel Advisors
Florida
$547K 24,721 +24,721 New
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