We are live on ! Find out more
BSMW icon

Invesco BulletShares 2032 Municipal Bond ETF
BSMW

15 hedge funds and large institutions have $22.3M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

304% more capital invested

Capital invested by funds: $5.52M → $22.3M (+$16.8M)

50% more funds holding

Funds holding: 10 → 15 (+5)

12.26% more ownership

Funds ownership: 72.4% → 84.67% (+12%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.08M
2
Wells Fargo
Wells Fargo
California
+$5.04M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.42M
4
Jane Street
Jane Street
New York
+$946K
5
AUB
Atlantic Union Bankshares
Virginia
+$689K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$264K
2
AA
Addison Advisors
Vermont
-$20.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.83M +$6.08M +243,375 New
Wells Fargo
2
Wells Fargo
California
$4.85M +$5.04M +201,717 +32,019%
EFP
3
Envision Financial Planning
Tennessee
$2.76M +$2.88M +115,243 New
LPL Financial
4
LPL Financial
California
$2.06M +$377K +15,078 +21%
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M +$1.42M +56,828 New
AUB
6
Atlantic Union Bankshares
Virginia
$1.26M +$689K +27,577 +111%
Jane Street
7
Jane Street
New York
$1.25M +$946K +37,890 +265%
Ameriprise
8
Ameriprise
Minnesota
$1.19M – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$538K +$41.7K +1,668 +8%
MLA
10
MB, Levis & Associates
Pennsylvania
$475K +$180K +7,217 +57%
SFG
11
Sterling Financial Group
California
$355K +$370K +14,810 New
AA
12
Addison Advisors
Vermont
$287K -$20.2K -810 -6%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$64K +$66.9K +2,679 New
Comerica Bank
14
Comerica Bank
Texas
$24.4K +$25.4K +1,017 New
ADL
15
Asset Dedication LLC
California
$4K +$5.7K +228 +671%
OMC
16
Old Mission Capital
Illinois
– -$264K -10,398 Closed

BSMW Hedge Fund Activity: Q3 2023 in Review

15 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q3 2023, worth a combined $22.3M — up 304% from $5.52M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMW positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $6.08M. The largest seller was Old Mission Capital, exiting entirely with an estimated $264K sold.

  • 15 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q3 2023, up from 10 in Q2 2023.
  • Funds reported $22.3M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q3 2023, up 304% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $6.08M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q3 2023 was Old Mission Capital, an estimated $264K sold.

Based on aggregated 13F filings for Q3 2023.