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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

54 hedge funds and large institutions have $58.6M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$1.2M
2
CAM
2
Clark Asset Management
New Hampshire
$890K
3
KFI
3
Key Financial Inc
Pennsylvania
$2.4M
4
MA
4
MONECO Advisors
Connecticut
$487K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.34M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.91M
2
Jane Street
2
Jane Street
New York
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.91M 317,438 -33,736 -10%
LPL Financial
2
LPL Financial
California
$5.27M 242,242 +17,725 +8%
EFP
3
Envision Financial Planning
Tennessee
$4.14M 189,977 +12,792 +7%
IWP
4
Insight Wealth Partners
Texas
$2.96M 135,972 -1,898 -1%
Invesco
5
Invesco
Georgia
$2.83M 129,831 +19,314 +17%
LPT
6
Legacy Private Trust
Wisconsin
$2.8M 128,595 -4,570 -3%
Bank of America
7
Bank of America
North Carolina
$2.49M 114,509 +8,395 +8%
KFI
8
Key Financial Inc
Pennsylvania
$2.4M 110,225 +24,925 +29%
PA
9
Pineridge Advisors
Missouri
$2.14M 98,168 +8,752 +10%
Jane Street
10
Jane Street
New York
$2.05M 94,049 -32,598 -26%
KAS
11
Kestra Advisory Services
Texas
$1.81M 83,318 +16,787 +25%
AUB
12
Atlantic Union Bankshares
Virginia
$1.79M 82,088 +11,114 +16%
AWM
13
AE Wealth Management
Kansas
$1.51M 69,293 +10,114 +17%
Morgan Stanley
14
Morgan Stanley
New York
$1.34M 61,412 +21,564 +54%
CA
15
CGN Advisors
Kansas
$1.28M 58,788 -8,390 -12%
PWP
16
Precedent Wealth Partners
Texas
$1.28M 58,586 +8,581 +17%
FTUS
17
Flow Traders U.S.
New York
$1.2M 54,930 +54,930 New
FNB
18
Farmers National Bank
Kentucky
$1.14M 52,575 -262 -0.5%
MLA
19
MB, Levis & Associates
Pennsylvania
$1.14M 52,223 +16,127 +45%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$958K 44,013 +6,763 +18%
CAM
21
Clark Asset Management
New Hampshire
$890K 40,860 +28,190 +222%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$732K 33,617 +3,688 +12%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$683K 31,360 +3,326 +12%
RJA
24
Raymond James & Associates
Florida
$667K 30,627 +5,266 +21%
Osaic Holdings
25
Osaic Holdings
Arizona
$546K 25,059 +6,241 +33%
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