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Invesco BulletShares 2032 Municipal Bond ETF

41 hedge funds and large institutions have $47.5M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

28% more funds holding

Funds holding: 3241 (+9)

7% more capital invested

Capital invested by funds: $44.4M → $47.5M (+$3.09M)

2.81% less ownership

Funds ownership: 72.53%69.72% (-2.8%)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.09M -$319K -12,634 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.63M +$121K +4,804 +2%
LPL Financial
3
LPL Financial
California
$4.46M +$547K +21,685 +14%
EFP
4
Envision Financial Planning
Tennessee
$4.04M +$387K +15,352 +11%
Jane Street
5
Jane Street
New York
$3.19M -$1M -39,810 -24%
AUB
6
Atlantic Union Bankshares
Virginia
$2.82M +$570K +22,605 +25%
Bank of America
7
Bank of America
North Carolina
$1.7M +$320K +12,673 +23%
Invesco
8
Invesco
Georgia
$1.62M +$136K +5,394 +9%
RJA
9
Raymond James & Associates
Florida
$1.61M +$134K +5,301 +9%
Ameriprise
10
Ameriprise
Minnesota
$1.53M
SFG
11
Sterling Financial Group
California
$1.25M -$119K -4,700 -9%
MLA
12
MB, Levis & Associates
Pennsylvania
$1.18M +$310K +12,278 +36%
KAS
13
Kestra Advisory Services
Texas
$1.17M +$262K +10,400 +29%
KFI
14
Key Financial Inc
Pennsylvania
$780K +$501K +19,873 +180%
EH
15
Equitable Holdings
New York
$693K -$27.7K -1,099 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$582K +$120K +4,776 +26%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$562K -$420K -16,657 -43%
IA
18
IFP Advisors
Florida
$552K +$499K +19,777 +936%
SWA
19
Stratos Wealth Advisors
Ohio
$514K +$514K +20,391 New
AA
20
Addison Advisors
Vermont
$474K -$5.3K -210 -1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$463K +$70.6K +2,801 +18%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$444K +$39.6K +1,569 +10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$331K +$555 +22 +0.2%
PWP
24
Precedent Wealth Partners
Texas
$322K +$322K +12,771 New
BPA
25
Beacon Pointe Advisors
California
$300K +$52.1K +2,066 +21%

BSMW Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q2 2024, worth a combined $47.5M — up 7% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMW positions and 0 closed out — a net gain of 9 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $570K. The largest seller was Jane Street, cutting an estimated $1M.

  • 41 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $47.5M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q2 2024, up 7% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q2 2024 and 0 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q2 2024 was Atlantic Union Bankshares, an estimated $570K added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2024.