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Invesco BulletShares 2032 Municipal Bond ETF

32 hedge funds and large institutions have $44.4M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2932 (+3)

5% less capital invested

Capital invested by funds: $46.7M → $44.4M (-$2.23M)

32.79% less ownership

Funds ownership: 105.31%72.53% (-33%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.51M -$2.19M -85,111 -20%
Morgan Stanley
2
Morgan Stanley
New York
$6.58M -$6.28M -243,795 -49%
Jane Street
3
Jane Street
New York
$4.24M -$1.73M -67,087 -29%
LPL Financial
4
LPL Financial
California
$3.96M +$1.88M +72,941 +89%
EFP
5
Envision Financial Planning
Tennessee
$3.7M +$385K +14,947 +12%
AUB
6
Atlantic Union Bankshares
Virginia
$2.28M +$232K +8,994 +11%
Ameriprise
7
Ameriprise
Minnesota
$1.55M +$255K +9,906 +20%
Invesco
8
Invesco
Georgia
$1.5M +$339K +13,172 +29%
RJA
9
Raymond James & Associates
Florida
$1.49M +$1.5M +58,394 New
Bank of America
10
Bank of America
North Carolina
$1.4M +$885K +34,382 +167%
SFG
11
Sterling Financial Group
California
$1.39M +$749K +29,101 +115%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1M +$341K +13,241 +52%
KAS
13
Kestra Advisory Services
Texas
$914K +$624K +24,248 +209%
MLA
14
MB, Levis & Associates
Pennsylvania
$877K +$159K +6,170 +22%
EH
15
Equitable Holdings
New York
$730K +$737K +28,606 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$639K +$45.7K +1,774 +8%
AA
17
Addison Advisors
Vermont
$485K +$163K +6,325 +50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$467K +$109K +4,217 +30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$409K +$3.27K +127 +0.8%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$397K -$12.7K -495 -3%
IWC
21
Integrated Wealth Concepts
Massachusetts
$335K +$25.6K +994 +8%
CIM
22
Confluence Investment Management
Missouri
$332K
KFI
23
Key Financial Inc
Pennsylvania
$282K +$285K +11,060 New
BPA
24
Beacon Pointe Advisors
California
$251K +$17.4K +674 +7%
BFA
25
Bill Few Associates
Pennsylvania
$200K

BSMW Hedge Fund Activity: Q1 2024 in Review

32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q1 2024, worth a combined $44.4M — down 4.8% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMW positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 32 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $44.4M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $1.88M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2024.