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BSMY

Invesco BulletShares 2034 Municipal Bond ETF

12 hedge funds and large institutions have $7.19M invested in Invesco BulletShares 2034 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.69% more ownership

Funds ownership: 0%58.69% (+59%)

Holders
12
Holders Change
+12
Holders Change %
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.6M +$1.62M +65,438 New
LPL Financial
2
LPL Financial
California
$1.11M +$1.12M +45,188 New
MLA
3
MB, Levis & Associates
Pennsylvania
$1.1M +$1.11M +44,989 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$881K +$890K +35,956 New
MA
5
MONECO Advisors
Connecticut
$678K +$685K +27,679 New
SG
6
StoneX Group
New York
$617K +$624K +25,196 New
CA
7
CGN Advisors
Kansas
$504K +$510K +20,579 New
Raymond James Financial
8
Raymond James Financial
Florida
$258K +$261K +10,551 New
MML Investors Services
9
MML Investors Services
Massachusetts
$210K +$213K +8,584 New
AA
10
Addison Advisors
Vermont
$173K +$175K +7,082 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51K +$51.9K +2,096 New
UBS Group
12
UBS Group
Switzerland
$3.33K +$3.37K +136 New

BSMY Hedge Fund Activity: Q4 2024 in Review

12 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) for Q4 2024, worth a combined $7.19M.

Buyers outnumbered sellers: 12 funds opened new BSMY positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.62M.

  • 12 institutional investors held Invesco BulletShares 2034 Municipal Bond ETF (BSMY) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $7.19M of Invesco BulletShares 2034 Municipal Bond ETF stock for Q4 2024.
  • 12 funds opened new Invesco BulletShares 2034 Municipal Bond ETF positions in Q4 2024 and 0 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2034 Municipal Bond ETF buyer in Q4 2024 was Invesco, an estimated $1.62M added.

Based on aggregated 13F filings for Q4 2024.