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Invesco BulletShares 2032 Municipal Bond ETF
BSMW

41 hedge funds and large institutions have $47.5M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

28% more funds holding

Funds holding: 32 → 41 (+9)

7% more capital invested

Capital invested by funds: $44.4M → $47.5M (+$3.09M)

2.81% less ownership

Funds ownership: 72.53% → 69.72% (-2.8%)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$570K
2
LPL Financial
LPL Financial
California
+$547K
3
SWA
Stratos Wealth Advisors
Ohio
+$514K
4
KFI
Key Financial Inc
Pennsylvania
+$501K
5
IA
IFP Advisors
Florida
+$499K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$584K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$420K
4
Wells Fargo
Wells Fargo
California
-$319K
5
SFG
Sterling Financial Group
California
-$119K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Bill Few Associates
Pennsylvania
$298K +$100K +3,970 +51%
CIM
27
Confluence Investment Management
Missouri
$296K -$32.1K -1,271 -10%
OMC
28
Old Mission Capital
Illinois
$268K +$269K +10,647 New
CAM
29
Clark Asset Management
New Hampshire
$223K +$223K +8,852 New
JCM
30
Jacobi Capital Management
Pennsylvania
$212K +$212K +8,405 New
Osaic Holdings
31
Osaic Holdings
Arizona
$175K +$101K +4,000 +136%
HGA
32
Hobbs Group Advisors
South Carolina
$153K +$153K +6,066 New
FCAS
33
First Command Advisory Services
Texas
$103K +$57.8K +2,291 +129%
ACA
34
Aptus Capital Advisors
Alabama
$101K – – –
Comerica Bank
35
Comerica Bank
Texas
$99.5K +$1.03K +41 +1%
ADL
36
Asset Dedication LLC
California
$83.5K +$19.3K +765 +30%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$74K +$3.2K +127 +5%
HNB
38
Huntington National Bank
Ohio
$50.4K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$48K -$584K -23,161 -92%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$28.3K +$28.3K +1,121 New
CAL
41
Capital Analysts LLC
Pennsylvania
$10K +$9.99K +396 New
UBS Group
42
UBS Group
Switzerland
$1.06K +$1.06K +42 New
1
2

BSMW Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q2 2024, worth a combined $47.5M — up 7% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMW positions and 0 closed out — a net gain of 9 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $570K. The largest seller was Jane Street, cutting an estimated $1M.

  • 41 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $47.5M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q2 2024, up 7% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q2 2024 was Atlantic Union Bankshares, an estimated $570K added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2024.