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Invesco BulletShares 2032 Municipal Bond ETF

10 hedge funds and large institutions have $5.52M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding

Funds holding: 210 (+8)

22% more capital invested

Capital invested by funds: $4.53M → $5.52M (+$991K)

16.13% less ownership

Funds ownership: 88.54%72.4% (-16%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
10
Holders Change
+8
Holders Change %
+400%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.81M +$1.81M +71,067 New
Ameriprise
2
Ameriprise
Minnesota
$1.26M +$1.26M +49,712 New
AUB
3
Atlantic Union Bankshares
Virginia
$633K +$633K +24,888 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$529K +$529K +20,795 New
Jane Street
5
Jane Street
New York
$363K -$2.22M -87,136 -86%
AA
6
Addison Advisors
Vermont
$325K +$325K +12,775 New
MLA
7
MB, Levis & Associates
Pennsylvania
$321K +$321K +12,617 New
OMC
8
Old Mission Capital
Illinois
$264K -$1.66M -65,248 -86%
Wells Fargo
9
Wells Fargo
California
$16K +$16K +630 New
ADL
10
Asset Dedication LLC
California
+$865 +34 New

BSMW Hedge Fund Activity: Q2 2023 in Review

10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q2 2023, worth a combined $5.52M — up 22% from $4.53M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSMW positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.81M. The largest seller was Jane Street, cutting an estimated $2.22M.

  • 10 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $5.52M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q2 2023 and 0 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $1.81M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q2 2023 was Jane Street, an estimated $2.22M sold.

Based on aggregated 13F filings for Q2 2023.