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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.21M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.63M |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.52M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$278K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$253K |
| 3 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$199K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$120K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$27.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.75K | +$6.81K | +269 | New |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $6.67K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $2.07K | +$1.87K | +74 | +822% |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $376 | +$380 | +15 | New |
|
|
MA
55
MONECO Advisors
Fairfield,
Connecticut
| – | -$278K | -10,862 | Closed |
|
|
HGA
56
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$199K | -7,779 | Closed |
|
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.