Invesco BulletShares 2032 Municipal Bond ETF
BSMW
32 hedge funds and large institutions have $44.4M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
10% more funds holding
Funds holding: 29 → 32 (+3)
5% less capital invested
Capital invested by funds: $46.7M → $44.4M (-$2.23M)
32.79% less ownership
Funds ownership: 105.31% → 72.53% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$885K |
| 4 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$749K |
| 5 |
EH
Equitable Holdings
New York
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.19M |
| 3 |
Jane Street
New York
|
-$1.73M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$756 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
26
Aptus Capital Advisors
Fairhope,
Alabama
| $102K | +$103K | +4,017 | New |
|
27
Comerica Bank
Dallas,
Texas
| $99.6K | +$74.3K | +2,887 | +284% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $75.3K | +$54.1K | +2,100 | +247% |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $71K | – | – | – |
|
|
ADL
30
Asset Dedication LLC
San Francisco,
California
| $64K | +$21.5K | +836 | +49% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $53.9K | – | – | – |
|
|
FCAS
32
First Command Advisory Services
Fort Worth,
Texas
| $45.3K | +$45.7K | +1,776 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$756 | -29 | Closed |
|
BSMW Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q1 2024, worth a combined $44.4M — down 4.8% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSMW positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.
- 32 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $44.4M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $1.88M added.
- The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.
Based on aggregated 13F filings for Q1 2024.