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Invesco BulletShares 2032 Municipal Bond ETF
BSMW

29 hedge funds and large institutions have $46.7M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

109% more capital invested

Capital invested by funds: $22.3M → $46.7M (+$24.4M)

93% more funds holding

Funds holding: 15 → 29 (+14)

20.65% more ownership

Funds ownership: 84.67% → 105.31% (+21%)

Holders
29
Holders Change
+14
Holders Change %
+93.33%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.37M
2
Wells Fargo
Wells Fargo
California
+$5.33M
3
Jane Street
Jane Street
New York
+$4.46M
4
Invesco
Invesco
Georgia
+$1.12M
5
AUB
Atlantic Union Bankshares
Virginia
+$685K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
2
LPL Financial
LPL Financial
California
-$94.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M +$6.37M +258,443 +106%
Wells Fargo
2
Wells Fargo
California
$10.9M +$5.33M +216,391 +107%
Jane Street
3
Jane Street
New York
$6.08M +$4.46M +181,143 +347%
EFP
4
Envision Financial Planning
Tennessee
$3.39M +$361K +14,651 +13%
LPL Financial
5
LPL Financial
California
$2.14M -$94.6K -3,837 -4%
AUB
6
Atlantic Union Bankshares
Virginia
$2.09M +$685K +27,799 +53%
Ameriprise
7
Ameriprise
Minnesota
$1.32M +$24.3K +985 +2%
Invesco
8
Invesco
Georgia
$1.19M +$1.12M +45,499 New
MLA
9
MB, Levis & Associates
Pennsylvania
$735K +$207K +8,380 +42%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$665K +$628K +25,500 New
SFG
11
Sterling Financial Group
California
$657K +$256K +10,400 +70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$607K +$20K +811 +4%
Bank of America
13
Bank of America
North Carolina
$536K +$507K +20,564 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$418K +$396K +16,055 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$415K +$392K +15,906 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$367K +$347K +14,101 New
CIM
17
Confluence Investment Management
Missouri
$339K +$321K +13,011 New
AA
18
Addison Advisors
Vermont
$331K +$17.7K +719 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$316K +$299K +12,118 New
KAS
20
Kestra Advisory Services
Texas
$302K +$285K +11,577 New
BPA
21
Beacon Pointe Advisors
California
$238K +$225K +9,149 New
BFA
22
Bill Few Associates
Pennsylvania
$205K +$194K +7,855 New
HGA
23
Hobbs Group Advisors
South Carolina
$106K +$100K +4,078 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$73K +$2.79K +113 +4%
IA
25
IFP Advisors
Florida
$55K +$52K +2,112 New
1
2

BSMW Hedge Fund Activity: Q4 2023 in Review

29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q4 2023, worth a combined $46.7M — up 109% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMW positions and 1 closed out — a net gain of 14 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.36M sold.

  • 29 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q4 2023, up from 15 in Q3 2023.
  • Funds reported $46.7M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q4 2023, up 109% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q4 2023 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.37M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2023.