BSMW icon

Invesco BulletShares 2032 Municipal Bond ETF

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.

Holders
29
Holders Change
+14
Holders Change %
+93.33%
% of All Funds
0.43%
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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.1M 501,818 +258,443 +106%
Wells Fargo
2
Wells Fargo
California
$10.9M 418,738 +216,391 +107%
Jane Street
3
Jane Street
New York
$6.08M 233,328 +181,143 +347%
EFP
4
Envision Financial Planning
Tennessee
$3.39M 129,894 +14,651 +13%
LPL Financial
5
LPL Financial
California
$2.14M 82,308 -3,837 -4%
AUB
6
Atlantic Union Bankshares
Virginia
$2.09M 80,264 +27,799 +53%
Ameriprise
7
Ameriprise
Minnesota
$1.32M 50,697 +985 +2%
Invesco
8
Invesco
Georgia
$1.19M 45,499 +45,499 New
MLA
9
MB, Levis & Associates
Pennsylvania
$735K 28,214 +8,380 +42%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$665K 25,500 +25,500 New
SFG
11
Sterling Financial Group
California
$657K 25,210 +10,400 +70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$607K 23,274 +811 +4%
Bank of America
13
Bank of America
North Carolina
$536K 20,564 +20,564 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$418K 16,055 +16,055 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$415K 15,906 +15,906 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$367K 14,101 +14,101 New
CIM
17
Confluence Investment Management
Missouri
$339K 13,011 +13,011 New
AA
18
Addison Advisors
Vermont
$331K 12,684 +719 +6%
IWC
19
Integrated Wealth Concepts
Massachusetts
$316K 12,118 +12,118 New
KAS
20
Kestra Advisory Services
Texas
$302K 11,577 +11,577 New
BPA
21
Beacon Pointe Advisors
California
$238K 9,149 +9,149 New
BFA
22
Bill Few Associates
Pennsylvania
$205K 7,855 +7,855 New
HGA
23
Hobbs Group Advisors
South Carolina
$106K 4,078 +4,078 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$73K 2,792 +113 +4%
IA
25
IFP Advisors
Florida
$55K 2,112 +2,112 New