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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

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.

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.94%
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
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$5.87M
2
Bank of America
2
Bank of America
North Carolina
$4.33M
3
Wells Fargo
3
Wells Fargo
California
$8.63M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.46M
5
HBT
5
Hills Bank & Trust
Iowa
$1.26M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$207K
2
Jane Street
2
Jane Street
New York
$1.1M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.96M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$498K
5
PA
5
Pineridge Advisors
Missouri
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.63M 389,578 +72,140 +23%
LPL Financial
2
LPL Financial
California
$6.01M 271,486 +29,244 +12%
CIM
3
Confluence Investment Management
Missouri
$5.87M 265,118 +252,367 +1,979%
Bank of America
4
Bank of America
North Carolina
$4.33M 195,506 +80,997 +71%
EFP
5
Envision Financial Planning
Tennessee
$4.31M 194,461 +4,484 +2%
Invesco
6
Invesco
Georgia
$3.16M 142,660 +12,829 +10%
IWP
7
Insight Wealth Partners
Texas
$2.99M 134,853 -1,119 -0.8%
KFI
8
Key Financial Inc
Pennsylvania
$2.54M 114,675 +4,450 +4%
AUB
9
Atlantic Union Bankshares
Virginia
$2.43M 109,657 +27,569 +34%
PA
10
Pineridge Advisors
Missouri
$2.09M 94,333 -3,835 -4%
LPT
11
Legacy Private Trust
Wisconsin
$1.96M 88,316 -40,279 -31%
KAS
12
Kestra Advisory Services
Texas
$1.88M 84,812 +1,494 +2%
Morgan Stanley
13
Morgan Stanley
New York
$1.86M 83,875 +22,463 +37%
AWM
14
AE Wealth Management
Kansas
$1.72M 77,779 +8,486 +12%
PWP
15
Precedent Wealth Partners
Texas
$1.58M 71,393 +12,807 +22%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.46M 66,186 +66,186 New
CA
17
CGN Advisors
Kansas
$1.3M 58,739 -49 -0.1%
HBT
18
Hills Bank & Trust
Iowa
$1.26M 56,694 +56,694 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.23M 55,307 +55,307 New
MLA
20
MB, Levis & Associates
Pennsylvania
$1.22M 55,085 +2,862 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.14M 51,629 +7,616 +17%
Jane Street
22
Jane Street
New York
$1.1M 49,797 -44,252 -47%
MA
23
MONECO Advisors
Connecticut
$978K 44,169 +21,820 +98%
CAM
24
Clark Asset Management
New Hampshire
$919K 41,507 +647 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$851K 38,425 +4,808 +14%
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