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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Overview Fund Activity

68 hedge funds and large institutions have $98.9M invested in Invesco BulletShares 2030 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
1
Hills Bank & Trust
Iowa
$7.11M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.74M
3
SA
3
Sanctuary Advisors
Indiana
$2.89M
4
AI
4
Atria Investments
North Carolina
$2.82M
5
LPL Financial
5
LPL Financial
California
$8.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
EH
2
Equitable Holdings
New York
$0
3
EFP
3
Envision Financial Planning
Tennessee
$3.9M
4
CAC
4
Cowen and Company
New York
$0
5
CIM
5
Confluence Investment Management
Missouri
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.38M 385,915 -3,663 -0.9%
LPL Financial
2
LPL Financial
California
$8.1M 372,800 +101,314 +37%
HBT
3
Hills Bank & Trust
Iowa
$7.11M 327,128 +270,434 +477%
CIM
4
Confluence Investment Management
Missouri
$5.52M 253,992 -11,126 -4%
Bank of America
5
Bank of America
North Carolina
$4.5M 207,276 +11,770 +6%
EFP
6
Envision Financial Planning
Tennessee
$3.9M 179,520 -14,941 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$3.74M 172,115 +172,115 New
AUB
8
Atlantic Union Bankshares
Virginia
$3.14M 144,523 +34,866 +32%
Invesco
9
Invesco
Georgia
$3.05M 140,490 -2,170 -2%
IWP
10
Insight Wealth Partners
Texas
$2.91M 133,750 -1,103 -0.8%
SA
11
Sanctuary Advisors
Indiana
$2.89M 132,637 +132,637 New
AI
12
Atria Investments
North Carolina
$2.82M 129,957 +129,957 New
KFI
13
Key Financial Inc
Pennsylvania
$2.54M 116,725 +2,050 +2%
PA
14
Pineridge Advisors
Missouri
$2.14M 98,346 +4,013 +4%
Morgan Stanley
15
Morgan Stanley
New York
$2.09M 96,165 +12,290 +15%
Jane Street
16
Jane Street
New York
$1.99M 91,802 +42,005 +84%
LPT
17
Legacy Private Trust
Wisconsin
$1.92M 88,316 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.89M 87,020 +35,391 +69%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$1.82M 83,994 +83,994 New
KAS
20
Kestra Advisory Services
Texas
$1.81M 83,348 -1,464 -2%
AWM
21
AE Wealth Management
Kansas
$1.78M 82,174 +4,395 +6%
PWP
22
Precedent Wealth Partners
Texas
$1.61M 74,271 +2,878 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.54M 71,008 +4,822 +7%
MA
24
MONECO Advisors
Connecticut
$1.27M 58,467 +14,298 +32%
MLA
25
MB, Levis & Associates
Pennsylvania
$1.23M 56,471 +1,386 +3%
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