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Invesco BulletShares 2032 Municipal Bond ETF
BSMW

44 hedge funds and large institutions have $54.1M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $47.5M → $54.1M (+$6.55M)

7% more funds holding

Funds holding: 41 → 44 (+3)

1.96% less ownership

Funds ownership: 69.72% → 67.75% (-2%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$1.21M
2
PWP
Precedent Wealth Partners
Texas
+$1.2M
3
LPL Financial
LPL Financial
California
+$1.01M
4
Bank of America
Bank of America
North Carolina
+$948K
5
HighTower Advisors
HighTower Advisors
Illinois
+$732K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.48M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$562K
3
OMC
Old Mission Capital
Illinois
-$268K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$127K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$63.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$315K +$10.4K +407 +3%
BFA
27
Bill Few Associates
Pennsylvania
$303K – – –
CIM
28
Confluence Investment Management
Missouri
$302K +$713 +28 +0.2%
MA
29
MONECO Advisors
Connecticut
$278K +$277K +10,862 New
JCM
30
Jacobi Capital Management
Pennsylvania
$251K +$35.1K +1,377 +16%
Osaic Holdings
31
Osaic Holdings
Arizona
$242K +$63.7K +2,500 +36%
AWM
32
Avior Wealth Management
Nebraska
$238K +$236K +9,274 New
HNB
33
Huntington National Bank
Ohio
$233K – – –
HGA
34
Hobbs Group Advisors
South Carolina
$199K +$43.6K +1,713 +28%
FCAS
35
First Command Advisory Services
Texas
$104K – – –
ACA
36
Aptus Capital Advisors
Alabama
$103K – – –
ADL
37
Asset Dedication LLC
California
$99.4K +$14.4K +565 +17%
Comerica Bank
38
Comerica Bank
Texas
$97.2K -$3.92K -154 -4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$78.8K +$49.8K +1,955 +174%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$62.1K +$61.7K +2,422 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$42K -$6.42K -252 -13%
UBS Group
42
UBS Group
Switzerland
$25.6K +$24.4K +958 +2,281%
CAL
43
Capital Analysts LLC
Pennsylvania
$10K +$102 +4 +1%
AF
44
Advisornet Financial
Minnesota
$6.82K +$6.78K +266 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$231 +$229 +9 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$562K -22,084 Closed
OMC
47
Old Mission Capital
Illinois
– -$268K -10,647 Closed
1
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BSMW Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q3 2024, worth a combined $54.1M — up 14% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMW positions and 2 closed out — a net gain of 4 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $1.21M. The largest seller was Jane Street, cutting an estimated $1.48M.

  • 44 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $54.1M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q3 2024 was Atlantic Union Bankshares, an estimated $1.21M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.