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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

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.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

10% more funds holding

Funds holding: 49 → 54 (+5)

7% more capital invested

Capital invested by funds: $55M → $58.6M (+$3.65M)

1.34% less ownership

Funds ownership: 65.07% → 63.72% (-1.3%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.78%
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
Flow Traders U.S.
New York
+$1.2M
2
CAM
Clark Asset Management
New Hampshire
+$616K
3
KFI
Key Financial Inc
Pennsylvania
+$544K
4
MA
MONECO Advisors
Connecticut
+$488K
5
Morgan Stanley
Morgan Stanley
New York
+$471K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$737K
2
Jane Street
Jane Street
New York
-$712K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$597K
4
Citadel Advisors
Citadel Advisors
Florida
-$547K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.91M -$737K -33,736 -10%
LPL Financial
2
LPL Financial
California
$5.27M +$387K +17,725 +8%
EFP
3
Envision Financial Planning
Tennessee
$4.14M +$279K +12,792 +7%
IWP
4
Insight Wealth Partners
Texas
$2.96M -$41.5K -1,898 -1%
Invesco
5
Invesco
Georgia
$2.83M +$422K +19,314 +17%
LPT
6
Legacy Private Trust
Wisconsin
$2.8M -$99.8K -4,570 -3%
Bank of America
7
Bank of America
North Carolina
$2.49M +$183K +8,395 +8%
KFI
8
Key Financial Inc
Pennsylvania
$2.4M +$544K +24,925 +29%
PA
9
Pineridge Advisors
Missouri
$2.14M +$191K +8,752 +10%
Jane Street
10
Jane Street
New York
$2.05M -$712K -32,598 -26%
KAS
11
Kestra Advisory Services
Texas
$1.81M +$367K +16,787 +25%
AUB
12
Atlantic Union Bankshares
Virginia
$1.79M +$243K +11,114 +16%
AWM
13
AE Wealth Management
Kansas
$1.51M +$221K +10,114 +17%
Morgan Stanley
14
Morgan Stanley
New York
$1.34M +$471K +21,564 +54%
CA
15
CGN Advisors
Kansas
$1.28M -$183K -8,390 -12%
PWP
16
Precedent Wealth Partners
Texas
$1.28M +$187K +8,581 +17%
FTUS
17
Flow Traders U.S.
New York
$1.2M +$1.2M +54,930 New
FNB
18
Farmers National Bank
Kentucky
$1.14M -$5.72K -262 -0.5%
MLA
19
MB, Levis & Associates
Pennsylvania
$1.14M +$352K +16,127 +45%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$958K +$148K +6,763 +18%
CAM
21
Clark Asset Management
New Hampshire
$890K +$616K +28,190 +222%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$732K +$80.6K +3,688 +12%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$683K +$72.7K +3,326 +12%
RJA
24
Raymond James & Associates
Florida
$667K +$115K +5,266 +21%
Osaic Holdings
25
Osaic Holdings
Arizona
$546K +$136K +6,241 +33%
1
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BSMU Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q2 2024, worth a combined $58.6M — up 6.6% from $55M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMU positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.2M. The largest seller was Wells Fargo, cutting an estimated $737K.

  • 54 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $58.6M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q2 2024, up 6.6% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.2M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $737K sold.

Based on aggregated 13F filings for Q2 2024.