We are live on ! Find out more
BSMW icon

Invesco BulletShares 2032 Municipal Bond ETF

53 hedge funds and large institutions have $66M invested in Invesco BulletShares 2032 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

22% more capital invested

Capital invested by funds: $54.1M → $66M (+$12M)

20% more funds holding

Funds holding: 4453 (+9)

5.09% more ownership

Funds ownership: 67.75%72.85% (+5.1%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.8M +$585K +23,118 +8%
Wells Fargo
2
Wells Fargo
California
$7.78M -$253K -9,988 -3%
LPL Financial
3
LPL Financial
California
$7.63M +$2.21M +87,455 +40%
AUB
4
Atlantic Union Bankshares
Virginia
$5.5M +$1.52M +59,844 +38%
EFP
5
Envision Financial Planning
Tennessee
$4.2M +$84K +3,317 +2%
Bank of America
6
Bank of America
North Carolina
$2.75M +$121K +4,797 +5%
Jane Street
7
Jane Street
New York
$2.13M +$419K +16,527 +24%
SFG
8
Sterling Financial Group
California
$2.02M +$530K +20,933 +35%
Raymond James Financial
9
Raymond James Financial
Florida
$1.94M +$1.96M +77,196 New
KAS
10
Kestra Advisory Services
Texas
$1.86M +$263K +10,368 +16%
Invesco
11
Invesco
Georgia
$1.71M -$120K -4,720 -6%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$1.61M +$1.63M +64,287 New
PWP
13
Precedent Wealth Partners
Texas
$1.6M +$104K +4,126 +7%
Ameriprise
14
Ameriprise
Minnesota
$1.58M +$6.13K +242 +0.4%
OMC
15
Old Mission Capital
Illinois
$1.28M +$1.3M +51,137 New
MLA
16
MB, Levis & Associates
Pennsylvania
$1.24M +$62.2K +2,455 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.13M +$616K +24,331 +118%
IWC
18
Integrated Wealth Concepts
Massachusetts
$930K +$605K +23,897 +182%
KFI
19
Key Financial Inc
Pennsylvania
$868K
EH
20
Equitable Holdings
New York
$782K +$63.4K +2,504 +9%
Citadel Advisors
21
Citadel Advisors
Florida
$715K +$722K +28,501 New
HighTower Advisors
22
HighTower Advisors
Illinois
$710K -$10.3K -405 -1%
CAM
23
Clark Asset Management
New Hampshire
$621K +$266K +10,518 +74%
SG
24
StoneX Group
New York
$619K +$625K +24,664 New
SWA
25
Stratos Wealth Advisors
Ohio
$615K +$52.6K +2,077 +9%

BSMW Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) for Q4 2024, worth a combined $66M — up 22% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMW positions and 2 closed out — a net gain of 10 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.21M. The largest seller was MONECO Advisors, exiting entirely with an estimated $278K sold.

  • 53 institutional investors held Invesco BulletShares 2032 Municipal Bond ETF (BSMW) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $66M of Invesco BulletShares 2032 Municipal Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2032 Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $2.21M added.
  • The largest Invesco BulletShares 2032 Municipal Bond ETF seller in Q4 2024 was MONECO Advisors, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2024.