We are live on ! Find out more
BSMU icon

Invesco BulletShares 2030 Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $75.7M → $98.9M (+$23.2M)

9.15% more ownership

Funds ownership: 65.1%74.24% (+9.1%)

5% more funds holding

Funds holding: 6568 (+3)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.38M -$80.4K -3,663 -0.9%
LPL Financial
2
LPL Financial
California
$8.1M +$2.22M +101,314 +37%
HBT
3
Hills Bank & Trust
Iowa
$7.11M +$5.93M +270,434 +477%
CIM
4
Confluence Investment Management
Missouri
$5.52M -$244K -11,126 -4%
Bank of America
5
Bank of America
North Carolina
$4.5M +$258K +11,770 +6%
EFP
6
Envision Financial Planning
Tennessee
$3.9M -$328K -14,941 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$3.74M +$3.78M +172,115 New
AUB
8
Atlantic Union Bankshares
Virginia
$3.14M +$765K +34,866 +32%
Invesco
9
Invesco
Georgia
$3.05M -$47.6K -2,170 -2%
IWP
10
Insight Wealth Partners
Texas
$2.91M -$24.2K -1,103 -0.8%
SA
11
Sanctuary Advisors
Indiana
$2.89M +$2.91M +132,637 New
AI
12
Atria Investments
North Carolina
$2.82M +$2.85M +129,957 New
KFI
13
Key Financial Inc
Pennsylvania
$2.54M +$45K +2,050 +2%
PA
14
Pineridge Advisors
Missouri
$2.14M +$88.1K +4,013 +4%
Morgan Stanley
15
Morgan Stanley
New York
$2.09M +$270K +12,290 +15%
Jane Street
16
Jane Street
New York
$1.99M +$922K +42,005 +84%
LPT
17
Legacy Private Trust
Wisconsin
$1.92M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.89M +$777K +35,391 +69%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$1.82M +$1.84M +83,994 New
KAS
20
Kestra Advisory Services
Texas
$1.81M -$32.1K -1,464 -2%
AWM
21
AE Wealth Management
Kansas
$1.78M +$96.4K +4,395 +6%
PWP
22
Precedent Wealth Partners
Texas
$1.61M +$63.2K +2,878 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.54M +$106K +4,822 +7%
MA
24
MONECO Advisors
Connecticut
$1.27M +$314K +14,298 +32%
MLA
25
MB, Levis & Associates
Pennsylvania
$1.23M +$30.4K +1,386 +3%

BSMU Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) for Q4 2024, worth a combined $98.9M — up 31% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSMU positions and 9 closed out — a net gain of 5 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $5.93M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.23M sold.

  • 68 institutional investors held Invesco BulletShares 2030 Municipal Bond ETF (BSMU) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $98.9M of Invesco BulletShares 2030 Municipal Bond ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2030 Municipal Bond ETF positions in Q4 2024 and 9 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF buyer in Q4 2024 was Hills Bank & Trust, an estimated $5.93M added.
  • The largest Invesco BulletShares 2030 Municipal Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.