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Invesco BulletShares 2030 Municipal Bond ETF

65 hedge funds and large institutions have $75.7M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $58.6M → $75.7M (+$17.1M)

20% more funds holding

Funds holding: 5465 (+11)

1.37% more ownership

Funds ownership: 63.72%65.1% (+1.4%)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.63M +$1.59M +72,140 +23%
LPL Financial
2
LPL Financial
California
$6.01M +$644K +29,244 +12%
CIM
3
Confluence Investment Management
Missouri
$5.87M +$5.55M +252,367 +1,979%
Bank of America
4
Bank of America
North Carolina
$4.33M +$1.78M +80,997 +71%
EFP
5
Envision Financial Planning
Tennessee
$4.31M +$98.7K +4,484 +2%
Invesco
6
Invesco
Georgia
$3.16M +$282K +12,829 +10%
IWP
7
Insight Wealth Partners
Texas
$2.99M -$24.6K -1,119 -0.8%
KFI
8
Key Financial Inc
Pennsylvania
$2.54M +$97.9K +4,450 +4%
AUB
9
Atlantic Union Bankshares
Virginia
$2.43M +$607K +27,569 +34%
PA
10
Pineridge Advisors
Missouri
$2.09M -$84.4K -3,835 -4%
LPT
11
Legacy Private Trust
Wisconsin
$1.96M -$887K -40,279 -31%
KAS
12
Kestra Advisory Services
Texas
$1.88M +$32.9K +1,494 +2%
Morgan Stanley
13
Morgan Stanley
New York
$1.86M +$494K +22,463 +37%
AWM
14
AE Wealth Management
Kansas
$1.72M +$187K +8,486 +12%
PWP
15
Precedent Wealth Partners
Texas
$1.58M +$282K +12,807 +22%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.46M +$1.46M +66,186 New
CA
17
CGN Advisors
Kansas
$1.3M -$1.08K -49 -0.1%
HBT
18
Hills Bank & Trust
Iowa
$1.26M +$1.25M +56,694 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.23M +$1.22M +55,307 New
MLA
20
MB, Levis & Associates
Pennsylvania
$1.22M +$63K +2,862 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.14M +$168K +7,616 +17%
Jane Street
22
Jane Street
New York
$1.1M -$974K -44,252 -47%
MA
23
MONECO Advisors
Connecticut
$978K +$480K +21,820 +98%
CAM
24
Clark Asset Management
New Hampshire
$919K +$14.2K +647 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$851K +$106K +4,808 +14%

BSMU Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q3 2024, worth a combined $75.7M — up 29% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMU positions and 0 closed out — a net gain of 13 holders — while 36 added to existing stakes and 8 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $5.55M. The largest seller was Flow Traders U.S., cutting an estimated $1M.

  • 65 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q3 2024, up from 54 in Q2 2024.
  • Funds reported $75.7M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q3 2024 and 0 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q3 2024 was Confluence Investment Management, an estimated $5.55M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q3 2024 was Flow Traders U.S., an estimated $1M sold.

Based on aggregated 13F filings for Q3 2024.