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Invesco BulletShares 2032 Municipal Bond ETF
BSMW

53 hedge funds and large institutions have $66M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

22% more capital invested

Capital invested by funds: $54.1M → $66M (+$12M)

20% more funds holding

Funds holding: 44 → 53 (+9)

5.09% more ownership

Funds ownership: 67.75% → 72.85% (+5.1%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.21M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.63M
3
AUB
Atlantic Union Bankshares
Virginia
+$1.52M
4
OMC
Old Mission Capital
Illinois
+$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$722K

Top Sellers

Rank Fund Capital Flow
1
MA
MONECO Advisors
Connecticut
-$278K
2
Wells Fargo
Wells Fargo
California
-$253K
3
HGA
Hobbs Group Advisors
South Carolina
-$199K
4
Invesco
Invesco
Georgia
-$120K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$27.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CGN Advisors
Kansas
$575K +$581K +22,931 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$575K +$10.2K +403 +2%
IA
28
IFP Advisors
Florida
$549K – – –
AWM
29
Avior Wealth Management
Nebraska
$534K +$304K +12,000 +129%
AA
30
Addison Advisors
Vermont
$490K -$1.27K -50 -0.3%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$346K +$9.75K +385 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$332K +$96.1K +3,796 +40%
BPA
33
Beacon Pointe Advisors
California
$314K +$5.88K +232 +2%
CIM
34
Confluence Investment Management
Missouri
$306K +$10.5K +416 +4%
BFA
35
Bill Few Associates
Pennsylvania
$297K – – –
JCM
36
Jacobi Capital Management
Pennsylvania
$259K +$13.9K +550 +6%
HNB
37
Huntington National Bank
Ohio
$248K – – –
OFG
38
Opulen Financial Group
Virginia
$215K +$217K +8,564 New
CBT
39
Crews Bank & Trust
Florida
$197K +$199K +7,850 New
ADL
40
Asset Dedication LLC
California
$188K +$91.6K +3,618 +93%
UBS Group
41
UBS Group
Switzerland
$173K +$149K +5,894 +589%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$155K +$95.1K +3,757 +155%
FCAS
43
First Command Advisory Services
Texas
$105K +$2.99K +118 +3%
ACA
44
Aptus Capital Advisors
Alabama
$101K – – –
PS
45
Principal Securities
Iowa
$99.3K +$100K +3,959 New
GFPC
46
Global Financial Private Client
Florida
$98.8K +$99.7K +3,938 New
Comerica Bank
47
Comerica Bank
Texas
$95.1K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$81K +$40.1K +1,584 +97%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$50.4K -$27.1K -1,069 -35%
CAL
50
Capital Analysts LLC
Pennsylvania
$10K +$76 +3 +0.8%
1
2
3

BSMW Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q4 2024, worth a combined $66M — up 22% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMW positions and 2 closed out — a net gain of 10 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.21M. The largest seller was MONECO Advisors, exiting entirely with an estimated $278K sold.

  • 53 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $66M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $2.21M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q4 2024 was MONECO Advisors, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2024.