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Invesco BulletShares 2032 Municipal Bond ETF

44 hedge funds and large institutions have $54.1M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $47.5M → $54.1M (+$6.55M)

7% more funds holding

Funds holding: 4144 (+3)

1.96% less ownership

Funds ownership: 69.72%67.75% (-2%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.21M -$21.1K -827 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.38M +$639K +25,068 +10%
LPL Financial
3
LPL Financial
California
$5.55M +$1.01M +39,794 +22%
EFP
4
Envision Financial Planning
Tennessee
$4.21M +$101K +3,984 +2%
AUB
5
Atlantic Union Bankshares
Virginia
$4.09M +$1.21M +47,665 +43%
Bank of America
6
Bank of America
North Carolina
$2.69M +$948K +37,201 +55%
Invesco
7
Invesco
Georgia
$1.87M +$222K +8,712 +14%
Jane Street
8
Jane Street
New York
$1.75M -$1.48M -58,049 -46%
RJA
9
Raymond James & Associates
Florida
$1.68M +$49K +1,924 +3%
KAS
10
Kestra Advisory Services
Texas
$1.63M +$444K +17,416 +38%
Ameriprise
11
Ameriprise
Minnesota
$1.61M +$53.6K +2,103 +3%
PWP
12
Precedent Wealth Partners
Texas
$1.53M +$1.2M +47,010 +368%
SFG
13
Sterling Financial Group
California
$1.53M +$255K +10,000 +20%
MLA
14
MB, Levis & Associates
Pennsylvania
$1.21M +$11.9K +467 +1%
KFI
15
Key Financial Inc
Pennsylvania
$887K +$93.6K +3,675 +12%
EH
16
Equitable Holdings
New York
$735K +$30K +1,176 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$733K +$732K +28,721 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$577K +$125K +4,901 +28%
SWA
19
Stratos Wealth Advisors
Ohio
$575K +$51.7K +2,031 +10%
IA
20
IFP Advisors
Florida
$561K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$528K -$63.4K -2,487 -11%
AA
22
Addison Advisors
Vermont
$502K +$19.9K +781 +4%
CAM
23
Clark Asset Management
New Hampshire
$365K +$137K +5,387 +61%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$343K -$127K -4,972 -27%
IWC
25
Integrated Wealth Concepts
Massachusetts
$337K +$560 +22 +0.2%

BSMW Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q3 2024, worth a combined $54.1M — up 14% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSMW positions and 2 closed out — a net gain of 4 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Atlantic Union Bankshares, adding an estimated $1.21M. The largest seller was Jane Street, cutting an estimated $1.48M.

  • 44 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $54.1M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q3 2024 was Atlantic Union Bankshares, an estimated $1.21M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2024.